Our ethos is instinctively ethical, running through everything we say, and everything we do.
Another world…
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 effect 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 change, 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 the framework of your investment.
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.
Times are turbulent and continue to be so. However, we have a real sense of hope for the future and for a return to morality in politics and life in general. But there is much that is uncertain, and we are here to help guide you in the right direction. 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
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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
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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.
RWA Client