Financial Adviser & Director
Me, raised near Manchester and now have been working in the City for the past decade helping clients who work for the big City based employers.
Three years ago we founded our own advice business, Lathe & Co, to try and break the existing mould within financial advice and provide straightforward and honest advice coupled with the backdrop of some really unique offerings from the institutional space.
Now we have over 1000 clients and a growing base of existing clients acting as advocates for our services. I like to think I can help clients navigate the complexities of the financial planning landscape to the tune of a dulcet northern melody! Outside of work I have my hands full with a young family.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Diploma in Financial Planning
My charging model:
Ongoing % fee