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 with a passion local education and cultural initiatives to which everyone is welcome – as part of RWA’s Ethics in Action initiative.
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 send best wishes to all of our clients and reassurance that we are well and open for business. We are working partly from home, which means we won’t always be answering the office phone so best to email us.
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.
If you’re currently making investments, there are 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.
Meetings are currently by phone or zoom but we’re really missing seeing clients in person so….we are now offering socially-distanced face-to-face meetings in our amazingly huge office (click to see pic) If you’re comfortable with that, you’d be most welcome. We have gloves and hand sanitiser and would love to see you!
This is an exceptionally busy time but please be assured we will respond to all enquiries as soon as we can. Contact us at firstname.lastname@example.org
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 be via phone, zoom or in person (see above). We may ask you to send over some details in advance of the meeting, which saves time and helps us focus advice. Do bear with us as everything is taking taking slightly longer than usual.
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.
“Frankly, I’m in awe of what this team achieves – even more so through the COVID crisis. My world is a better place with RWA in it and not just financially.” LP Sept 2020
“Ruth Whitehead leads a wonderful team. They demystify the financial industry and their careful and detailed reading of markets is reassuring. Most impressively, RWA’s thorough and insightful approach has protected the value of my pension and investments through the current global crisis, for which I am very grateful. I think Ruth is a great community leader and I really appreciate RWA’s style!” WS, June 2020
“Ruth Whitehead Associates offers such a positive experience in these uncertain times. This comes from their experience and expertise in the field. Highly recommended!” AB, June 2020
“Thanks so much Ruth. It’s great to know the value of my portfolio has held up really well. Thanks as well to your team.” MS, June 2020
“Ruth Whitehead has totally demystified the workings of the stock market and investments. Her practice is to explain everything, including where and how your money is being invested. She is passionate about ethical investing. Amazingly, despite Brexit and COVID-19 Ruth has got me a consistently good return on my money for the last decade.” BB July 2020