Rory Kinnear

What is your average day like:‍

My perfect day starts with a clear plan, and ideally, a gym class to set me up for the day ahead. By 8AM, I like to have my emails organised and my meetings mapped out. From there, the day typically involves a blend of introductory, review, and follow-up meetings. Whilst I used to favour face-to-face conversations, I now embrace a hybrid approach, mixing in-person meetings with video calls. This flexibility allows me to stay connected with partners and prospective clients across the country, ensuring I can offer the best support, no matter where they are. Outside of working hours, I am shamelessly a Liverpool football fan and enjoy combining watching them play with a bit of golf and padel on the side. My partner would say my cooking skills aren’t quite up to scratch, so that’s something I’ve been working on recently, though plenty of work left...

What do you like most about your job?

No two clients or cases are ever the same, and that’s what I love about my role. Every day brings new characters and fresh challenges, which keeps my work both engaging and rewarding. Clients often tell me they appreciate my natural sense of organisation, an essential trait for any adviser, which ensures I can provide them with the best possible service and advice. I thrive on making the complex feel simple, guiding clients through every element of their financial plan, and seeing them achieve their goals and dreams while gaining clarity and confidence about their future, it’s what drives me every day.

How long have you worked in Financial Services

Just over 7 years, with many more to come!

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What Rory's Clients Have to Say

Nicola Smith

Rory’s refreshingly honest, common-sense approach has helped us make our money work for us, now and in the future.

Dawn Simes

Thanks to Rory, my future is secure and I can access the funds I need when I need them. Everyone needs a Rory!

Michele Bertoli

With his gentle and transparent approach, Rory has guided us expertly through our plans, and we are now confident about our family’s future.

Steve Gristwood

Dealing with Rory for my pension and retirement planning has been excellent. Sound advice, presented in a thorough and professional manner.

David Stephenson

Always willing to talk and they always do as they promise – it’s a first-rate service.

Rory Kinnear is an experienced financial adviser and associate director at Lathe & Co Wealth Advisers, where he specialises in delivering tailored financial planning, retirement strategies, and wealth management solutions to clients across the UK. With over seven years in the financial services industry, Rory has built a reputation for his proactive approach, exceptional client service, and ability to demystify complex financial matters.

Rory’s clients consistently praise his gentle and transparent approach, valuing his dedication to providing sound advice that inspires confidence and clarity. Whether managing pensions, navigating tax strategies, or helping clients achieve their long-term financial goals, Rory takes pride in creating personalised strategies that align with each client's unique needs. His ability to make the complex feel simple is a hallmark of his work, helping clients take control of their financial futures.

At Lathe & Co, Rory combines his organisational skills with a hybrid approach to meetings, offering both in-person and video consultations. This flexibility ensures he remains accessible to clients nationwide, delivering support and guidance wherever they are. His focus on keeping clients informed and confident in their financial decisions has made him a trusted adviser, often recommended by both clients and colleagues.

Outside of work, Rory is an adventurer at heart. His love of challenges led him to motorbike across the North of India, the Himalayas, and into Nepal in 2017—an experience that left him with lasting memories and a spirit of resilience. A passionate Liverpool football fan, he enjoys blending his love of sports with downtime on the golf course or padel court. Though his cooking skills are still a work in progress, he approaches the kitchen with the same enthusiasm and commitment he brings to financial planning.

For those seeking a forward-thinking, reliable adviser, Rory offers a refreshing blend of professionalism, insight, and approachability—helping clients achieve financial security and peace of mind.

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.

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