Ruth Whitehead Associates

Established in 1993, we are proud to be financial advisers at the heart of our local community, part of the most diverse and cosmopolitan capital city in the world.

We believe the only way is ethics and will help you tailor your investments accordingly. RWA is pleased to be a member of the UK Sustainable Investment and Finance Association

Our mission is to balance 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 and equality – 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.

We fervently believe that charity starts at home, and in putting our money where our mouth is. We have combined the two and regularly sponsor local education and cultural initiatives to which everyone is welcome – as part of RWA’s Ethics in Action programme.

By using our services, you will be currently be making life brighter for children at St Matthias School in Wordsworth Road, refugees at Akwaaba social centre, children singing in Young Dissenters choir. We have just donated £2,600 to St Matthias School so every child gets a food voucher this half-term October 2020.

Click here for a gift from our community choir Chorus of Dissent to brighten your day too.

Coronavirus

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. We recommend  you sit tight until the markets bounce back, which they will.

However, we do understand it’s a worrying situation, and suggest you get in touch if you wish to discuss your portfolio.

To keep everyone safe, we have closed our lovely socially spaced office for the time being and are working via our secure office in the cloud until we’re advised we can open again.

If you’re currently making investments, there might be delays with documents reaching us by post. We will use electronic copies / scans where possible, or ask that you drop documents to the office / we collect from you.

As usual, we’ll be delighted to hear from you – contact us by email at info@rwafinance.co.uk  – and delighted to meet with you, online or over the phone for now.

This is an exceptionally busy time but please be assured we will respond as soon as we can.

Stay well.

Make an appointment?

We are still welcoming new clients. Get in touch by clicking this link to our initial contact form. If we can help, we offer an initial 30-minute meeting free of charge, which could online or over the phone (until we can meet face-to-face again). We may ask you to send over some details in advance of the meeting, which saves time and helps us focus advice.

Brexit

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.

RWA in the media