Ruth Whitehead Associates

Independent Financial Adviser  St Matthias Hall, London, N16 8DD
First meeting at adviser's own cost
Multi-award winning independent financial advisers based in Stoke Newington London N16. A small company with a national profile.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MS Ruth Whitehead BA DipFA MAQ
Principal

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

About us

Established in 1993 Ruth Whitehead frequently appears in the national media, including Radio 4's Moneybox and the Guardian and Observer newspapers.

Ruth won Responsible Investment IFA Of The Year in 2012 & 2013, and was shortlisted in 2014.

Specialising in all kinds of investments, we believe in the person not the package. We offer a thoughtful tailor-made service to our clients, many of whom have been with us since the beginning.

We’re proud to sponsor Dissenters London N16 - a non-profit making organisation featuring community choir Chorus of Dissent and professional orchestra Elastic Band. Follow Ruth @DissentersN16.

Our services

We specialise in investments of all kinds, working hard to design an individual portfolio that accurately reflects your attitude to risk and moral compass. We believe the only way is ethics - and whether you're investing £50 or £500,000, you deserve the very best funds available and can trust us to find them.

Where to find us
Head office address: St Matthias Hall, Words Worth Road, London, N16 8DD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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