Lathe & Co

FTAdviser Top 100 Financial Advisers 2021

Lathe & Co takes a big step in 2021

Lathe & Co's continued success has been down to its relationship with its clients, who help drive its growth through referrals.

Toby Bentley (pictured), financial adviser at Lathe & Co, said recommendations was the firm's biggest source of growth.

But the firm also took a big step during 2021 when it received discretionary fund manager permissions.

Bentley said: "We are only a small team, we don't have a big marketing budget so for us growing through referrals means we can keep our costs down. And we are proud of passing on our cost savings to our clients.

"The way we grow the most is people passing our name around and that has continued through Covid."

Bentley said this relationship with the firm's clients stems from communication.

He said: "The most important thing especially during Covid has been being really active with our clients."

During 2021 Lathe & Co received DFM permissions and set up a portfolio arm called Nother.

Bentley said: "It has been something we've been working on for some time and the permissions came through in the summer. It has been quite a big step for us.

"For the clients who are really involved in their portoflios, it means they get high level, in depth descriptions of whats going on. But for some clients the whole reason they use us it to put everything in our hands. And by having those DFM permissions we can crack on and do our job and make sure they are in the latest portfolios."

About

Lathe & Co was established in 2017 with the focus of exceeding client expectations, and offering simple and attainable financial planning to everyone.

Being truly independent puts us in the privileged position of being able to offer our clients the greatest breadth of advice, from an agile and dedicated team who pride themselves on the lasting relationships Lathe & Co has become synonymous with.

Through institutional yet independent, research with detailed ESG reporting, our clients have cost-efficient control over their financial planning and the issues they care about.

Contact

contact@latheandco.co.uk / +44 (0) 203 954 6010

Warnford Court, 29 Throgmorton Street, London, EC2N 2AT

Book an appointment here