Alistair Fullerton — Independent Financial Advisor in London
About Alistair Fullerton
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.
Services
- Retirement planning
Regulation
Alistair Fullerton is FCA-verified.
Frequently Asked Questions
Is Alistair Fullerton an FCA-regulated financial advisor?
Yes. Alistair Fullerton is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Alistair Fullerton offer?
Alistair Fullerton offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Alistair Fullerton?
Fees vary depending on the service, the complexity of your situation and the assets involved. Alistair Fullerton will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Alistair Fullerton is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Alistair Fullerton?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Alistair Fullerton directly through the contact form.
Does Alistair Fullerton work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Alistair Fullerton is based in London but you can confirm preferred meeting locations and video options when you book your initial call.