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.
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 always welcome 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.
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.
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
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.