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.

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

Coronavirus

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 can be by phone or zoom but we’re really missing seeing clients in person so….we’re 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 are working safely, and taking every precaution to make sure that everyone who comes in is well. We 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 info@rwafinance.co.uk

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 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.

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