Alistair Fullerton

What is your average day like:‍

A perfect day would involve an early morning, black coffee, preferably seeing the sunrise if the weather is being kind. After that, I like being productive, so tackling a to-do list of some sort provides a great sense of accomplishment. I always make sure I carve out some time for some exercise, whether it’s going to the gym or playing some form of sport. Generally being outside and in nature as much as possible. Finished with a cold beer, a bit of music and some decent grub.

What do you like most about your job?

What I value most in my role as a financial adviser is that clients often present me with a part-completed financial plan, and it's my duty to help them bring everything together. I find purpose in supporting them through every element of their financial strategy, assisting them in realising their ambitions and goals while providing them with the assurance and clarity they need for a secure future.

How long have you worked in Financial Services

After checking the years, longer than I thought! 13 years this year, running Lathe & Co for 8 of them.

Meet with Alistair

What Alistair's Clients Have to Say

John Rooley

Most of all, I value Alistair’s ability to set out options and advice in clear, comprehensible terms.

Shaun Phelan

Alistair gives me well-informed financial advice, only when I ask for it, and it’s always spot on.

Tim Aldridge

Patient, impartial, and utterly professional – I’ve no hesitation in recommending Alistair.

Keith Tuffin

Responsive and professional, the advice Alistair has given is always clear and concise.

Sobechi Foster

The team at Lathe & Co are professional, responsive, and excellent at making things clear.

Alistair Fullerton, affectionately known as "Magic," is a seasoned financial adviser and the driving force behind Lathe & Co Wealth Advisers. With over 13 years of experience in financial services and eight years at the helm of Lathe & Co, Alistair has built a reputation for delivering bespoke, holistic financial advice to clients across London and beyond. His approach combines strategic insight with a personable touch, ensuring clients receive clear, practical guidance to achieve their financial goals.

Alistair’s expertise spans wealth management, retirement planning, investment strategies, and financial markets. His work is defined by a genuine commitment to helping clients bring their part-completed financial plans to life, offering the clarity and confidence needed to secure their futures. Whether advising business owners, families, or professionals, Alistair prides himself on crafting tailored strategies that align with his clients' unique aspirations.

In addition to his role at Lathe & Co, Alistair co-founded David Technology Ltd, an AI-based platform designed to empower the next generation of financial advisers. He is also a director at Nother Portfolio Services Ltd, where he supports forward-thinking advisers with independent model portfolio management solutions.

Outside of work, Alistair enjoys early mornings with a black coffee, staying active through sports and outdoor pursuits, and unwinding with good music and great food. Despite his nickname, "Magic," he admits he can't perform a single card trick—though his clients might argue that his financial planning skills are nothing short of magical.

For those seeking a trusted, experienced adviser, Alistair offers a refreshing approach grounded in transparency, integrity, and results-driven solutions.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.