Latham Independent Finance
LI
Financial Advisors
Latham Independent Finance
21 Lovelace Cres, Exmouth EX8 3PP
# Latham Independent Finance
Latham Independent Finance is an independent financial advisory firm based in Exmouth, Devon, serving clients across the region. Led by Stephen Latham, the practice specialises in providing personalised financial guidance tailored to individual circumstances rather than pushing products from a single provider.
The firm primarily serves individuals seeking comprehensive financial planning across three key areas: protection through insurance solutions, savings and investment strategies, and pension planning. Their client base is largely built on referrals from satisfied customers, indicating strong trust and confidence in their approach.
What distinguishes Latham Independent Finance is their commitment to relationship-building and transparency. Initial consultations are free, allowing prospective clients to discuss their financial situation without obligation. Before any advice is offered, clients receive detailed documentation including the Service Proposition, Terms of Engagement, and Client Agreement. This emphasis on clarity extends to fee discussions, with the firm offering flexible payment options rather than a one-size-fits-all approach.
As an independent adviser, Stephen Latham can recommend products from across the entire market, rather than being restricted to a single provider's range. This independence, combined with the requirement for comprehensive fact-finding before advice, ensures recommendations genuinely reflect client objectives rather than provider commissions.
The practice embodies a consultative approach where building long-term relationships through mutual trust takes precedence over quick transactions. This philosophy, supported by referral-based growth, suggests clients value their personalised service and evidence-based guidance.
Latham Independent Finance is an independent financial advisory firm based in Exmouth, Devon, serving clients across the region. Led by Stephen Latham, the practice specialises in providing personalised financial guidance tailored to individual circumstances rather than pushing products from a single provider.
The firm primarily serves individuals seeking comprehensive financial planning across three key areas: protection through insurance solutions, savings and investment strategies, and pension planning. Their client base is largely built on referrals from satisfied customers, indicating strong trust and confidence in their approach.
What distinguishes Latham Independent Finance is their commitment to relationship-building and transparency. Initial consultations are free, allowing prospective clients to discuss their financial situation without obligation. Before any advice is offered, clients receive detailed documentation including the Service Proposition, Terms of Engagement, and Client Agreement. This emphasis on clarity extends to fee discussions, with the firm offering flexible payment options rather than a one-size-fits-all approach.
As an independent adviser, Stephen Latham can recommend products from across the entire market, rather than being restricted to a single provider's range. This independence, combined with the requirement for comprehensive fact-finding before advice, ensures recommendations genuinely reflect client objectives rather than provider commissions.
The practice embodies a consultative approach where building long-term relationships through mutual trust takes precedence over quick transactions. This philosophy, supported by referral-based growth, suggests clients value their personalised service and evidence-based guidance.
Services offered
Protection insurance advicePension planningInvestment strategySavings planningRetirement planningFinancial planning consultationsFee-based advisory services