Established in 1993, we are proud to be financial advisers for our local community, part of the most tolerant and cosmopolitan capital city in the world.
We believe the only way is ethics and will help you tailor your investments accordingly.
Our mission is to balance our clients’ portfolios to reflect your moral compass, and our aspiration is to have them perform well in a rising market, with a high level of protection if indices fall.
We are open, straightforward and accountable in our dealings. Ruth lives locally and encounters clients every time she steps outside the door. THAT is accountability.
We are a small company but big on diversity – a core value regarding both our clients and our staff. Always have been, always will.
Ruth was unspeakably proud to be a finalist in Investment Week magazine’s Women in Investment Awards 2019.
Hello! We are sending our best wishes to all of our clients during these uncertain times.
We would like to reassure you that we are well and still working, but just not in the office. We are all working separately from home which means we won’t be answering the phone, but we will be responding to emails.
Panic around coronavirus is affecting markets worldwide. We are pleased to see the protective element we build into every one of our investments on your behalf is holding up well under the circumstances. However, it is a worrying time, and if you wish to discuss your portfolio please get in touch. This is an exceptionally busy time but please be assured that we will respond to your email as soon as we can.
If you are thinking of shifting your assets into cash, this is not something we would recommend as that would consolidate a loss. We would prefer you were in a position to take advantage of eventual recovery immediately this deeply difficult but temporary situation starts to improve.
Contact us at firstname.lastname@example.org – we’ll be pleased to hear from you.
We hope you stay well, and where possible are able to stay home.
Make an appointment?
New clients should get in touch via the form on our website. If we can help, we offer an initial 30 minutes meeting free of charge. We may ask you to fill in and send over some details in advance of the meeting, which saves time and helps us focus advice.
With the continued uncertainty about Brexit, it’s really important you review your pension, ISA and any other investments. Get in touch NOW for our free initial consultation.
“Ruth really puts herself out for her clients. No detail is too small and most important of all her advice is 100% sound and completely reliable – even 5 years later I know that her advice was bang on.”
Al – Chiswick