Ruth named Leading Ethical IFA 2020
Delighted to announce that Ruth has been named Ethical IFA of the Year 2020 in top finance magazine Acquisition International's...
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We’re here, we’re strong, and we’re focused.
Established in 1993, RWA is 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. 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.
RWA is a small company but big on diversity and equality : a core value regarding both clients and staff. Always have been, always will.
We fervently believe that charity starts at home, and in putting our money where our mouth is. We have combined the two. Our Ethics in Action programme sponsors local education and cultural initiatives.
By using our services, you will be making life brighter for children at St Matthias School in Wordsworth Road, refugees at Akwaaba social centre, children singing in Young Dissenters choir.
Click here for a gift from Ruth’s community choir Chorus of Dissent to brighten your day, and click here for details of their live comeback concert Bach Magnificat on 26 June 2021.
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.
However, we do understand that you might find the situation worrying and suggest you get in touch if you wish to discuss your portfolio.
This is an exceptionally busy time but please be assured we will respond as soon as we can.
The finance industry is mostly working remotely so if you are planning or making investments, be aware things are taking longer than usual to complete.
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. We may ask you to send over some details in advance of the meeting, which saves time and helps us focus advice.
Meetings will currently take place by phone or zoom.
ISAs
If you can, it’s a good idea to use your full annual allowance and top up your ISA before April. You are allowed to invest £20,000 in each tax year for tax-efficient savings.
Brexit
We have just experienced the weirdest New Year ever, which included leaving the EU. We are yet to see the implications on our markets. We had plenty of notice so worked hard last year to rebalance our clients’ portfolios, as far as possible. It is really important that you review your pension, ISA and any other investments in the light of Brexit.
How we work
Our standards, fees, privacy policy and complaints procedure can be found by clicking on the Terms of Business or Privacy Policy at the bottom of the page.
We take client satisfaction very seriously. If you are unhappy with any aspect of our service, you are entitled to make a complaint. Please register anything you are dissatisfied about in writing, by telephone or email. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financialombudsman.org.uk.
“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
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RWA sponsors fundraising Music for Midsummer concert
Ruth Whitehead Associates are sponsoring a virtual concert on Friday June 26 at 8pm to celebrate midsummer and raise money...
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