ENQUIRY RECEIVED

badgeFCA Approved Firms

We match you with the right wealth manager, for FREE, so you can make better use of your money.

2.

YOUR MATCHES ARE READY

Based on the information you’ve provided, we’ve selected two FCA-authorised firms that could be a good fit for you.

Lathe & Co Wealth Advisors

London
£100,000+

At Lathe & Co we consider ourselves a different breed of financial advisers. From the way we work to the culture of our team, we are proud to be different.  Truly Independent We have no sponsorship from asset managers and no affiliation with any networks, consolidators, or tied businesses. Instead, we consider the whole market and entire investment universe. So you know our advice is based on nothing other than what’s in your best interest. This is something we like to shout about. Preferential Access Because of our relationship with our research partner, our clients are able to access funds […]

SERVICES OFFERED

  • Critical illness
  • Financial Planning
  • Income in Retirement
  • Income protection
  • Insurance & Protection
  • Investment Management
  • Life insurance
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax / Inheritance Tax
  • Trusts

Netwealth

London
£100,000+

Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Morgan executives. The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The entire Netwealth experience can be accessed online via powerful financial technology or, for those […]

SERVICES OFFERED

  • Financial Planning
  • Income in Retirement
  • Insurance & Protection
  • Investment Management
  • Pensions and Retirement Planning
  • Tax / Inheritance Tax
  • Trusts
3.

WHAT HAPPENS NEXT

One of our experts will give you a quick call within 1 hour during working hours (8am-6pm) to check you’re happy with your matches and answer any questions. We’ll then arrange for the firms to contact you directly.

If you’re not available within the next hour, please choose a time that suits you

Our experts

Lara Clarke

Lara Clarke

Director
Finn Harrod

Finn Harrod

Client Relations
Lee Goggin

Lee Goggin

Co-Founder

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