Our ethos is instinctively ethical, running through everything we say, and everything we do
Long ago in a galaxy far, far away, I was an IFA visiting dying AIDS patients, fighting for equal rights in pensions for same sex couples and trying to invest ethically when there was only one ethical fund in the UK (no, really).
The world is a different place now. Not only can we affect positive change by investing in areas which reflect our own moral compass (ethical investing), but we can choose and influence companies whose stewardship of the environment, treatment of their employees, embracing of diversity, and corporate behaviour fit with our own values. Environmental, Social and Governance Investing (ESG) means your investments can impact global issues such as climate action, as well as offering the best financial outcome for you.
We don’t believe in packages, we believe in the person
We want to know what you think, so we can discuss investments that are tailor-made to your individual requirements.
It is our pleasure and responsibility to make sure the investments we design accurately reflect who you are. Your own moral compass and attitude to risk will be placed shrewdly and carefully in this post-Brexit new Covid-normal.
It doesn’t matter whether you’re investing £50 or £500,000
You need that pension, ISA, or inheritance to grow above the rate of inflation to support your long-term future.
We cherry-pick the best and finest funds available for optimum return.
Only the best is good enough for you.
NB With the continued uncertainty about Coronavirus, it’s really important you review your pension, ISA and any other investments, especially if you haven’t looked at them for a while. Get in touch NOW for a free initial consultation.
Past performance is not necessarily a guide to future performance. Fund performance is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest.
Absolutely Ruth – I’d stand naked with a sandwich board in Stoke Newington High Street to promote your business if you asked me!
LP – Islington
Just a message of thanks to you all at St Matthias Hall especially Ruth, Eamonn, Katie and Simon for your kindness and efficiency in explaining and dealing with my money matters.
An alien world has now become truly interesting in no small part thanks to the patience and genuine kindness and ability of all concerned. Thank you, so much now seems possible. NH, Feb 2021
Investing with Ruth Whitehead Associates lets me feel in control of my own money, but with the reassurance that they’ll stop me from doing anything silly. I’ve always felt happy to follow their advice. Gill – NW3
Ruth really puts herself out for her clients. No detail is too small and most important of all her advice is 100% sound and completely reliable – even 5 years later I know that her advice was bang on. AI – Chiswick
Ruth respected my individual wishes, responding with a fantastic tailor-made investment portfolio in a really enjoyable process. Her kindness, consideration and value for money was unusual. IC – RWA Client
Ruth has been my financial adviser since 2002. I have found her to be a thoroughly honest person who inspires confidence. She has the rare capacity to take a warm and genuine interest in the aims of her clients and is highly efficient in assisting their realisation. She is generous with her time and richly deserves the recommendation of those who use her services.