It doesn’t matter whether you’re investing £50 or £500,000.
You need that pension, or ISA, or something else to grow above the rate of inflation to support your long-term future.
Only the best is good enough for you.
Everything we do is based on ethics.
We look forward to finding out what ethics means to you.
We don’t believe in packages, we believe in the person.
For instance, you may be strongly for or against investing in pharmaceuticals. Or you may not care very much one way or the other what you’re invested in as long as you access the very best funds.
We want to know what you think about such issues so we can discuss – and design – investments so they’re tailor-made to your individual requirements.
It is our pleasure and responsibility to ensure the investments we design accurately reflect who you are; your own moral compass and attitude to risk, and are placed shrewdly and carefully in this post-Brexit era.
So, if you have an inheritance or other lump sum, or pensions you haven’t looked at for years, or ISAs ditto, then do get in touch.
We cherry-pick the best and finest funds available for optimum return.
NB With the continued uncertainty about Brexit, it’s really important you review your pension, ISA and any other investments. Get in touch NOW for a free initial consultation.
Past performance is not necessarily a guide to future performance. Fund performance is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest.
Absolutely Ruth – I’d stand naked with a sandwich board in Stoke Newington High Street to promote your business if you asked me!
LP – Islington
“Ruth respected my individual wishes, responding with a fantastic tailor-made investment portfolio in a really enjoyable process. Her kindness, consideration and value for money was unusual.”
IC – RWA Client
Ruth has been my financial adviser since 2002. I have found her to be a thoroughly honest person who inspires confidence. She has the rare capacity to take a warm and genuine interest in the aims of her clients and is highly efficient in assisting their realisation. She is generous with her time and richly deserves the recommendation of those who use her services.