We are a City based independent advisory firm that strives to have client service at the forefront of all planning matters.
Given our location, our client base is regularly impacted by the ever changing pension and estate planning legislation; which has in turn ensured we’re adept at maximising all allowances available for overall efficiency in a client’s long term planning.
We have relationships with large scale independent institutional investment advisory firms that not only gives unprecedented depth to our research capabilities, but also allows us to reduce costs in our recommendations by leveraging the economies of scale these present.
For us, not only is it important to hold assets in the right ownership/tax position, but also with suitable and effective underlying investments.
How to Contact Lathe & Co
Tele – 02039546010
Email – firstname.lastname@example.org
Web – www.latheandco.co.uk