Ruthlyn House Wealth Management Limited

Restricted - Whole of Market  Rawlinsons, Cambridgeshire, Peterborough, PE1 2SP
First meeting at adviser's own cost
Financial Planners providing pension and investment planning services to individuals and business owners across Leicestershire and the surrounding areas.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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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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Stakeholder
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Paul Quaid
Financial Planner
Richard Borrington
Financial Planner
What our clients say
Ruthlyn House Wealth Management have offered us excellent focused and personal service. We have been impressed with their advice and trust their guidance on both our short and long-term investment portfolio.
Rob, Barnack Group
The clear, understandable customer communication updates and personal contact provided by Ruthlyn House Wealth Management is first class and gives me confidence that my interests are well looked after.
Alan, Forex UK
I have worked with Ruthlyn House Wealth Management over the past four years and they have given friendly, supportive financial advice, providing to me a clear picture as to how my pension pot is developing and continuing to develop.
Ian, Tenola Ltd
About us

At Ruthlyn House, we recognise the importance of making your hard-earned funds work for you as you plan for retirement.

We work with a broad range of clients, assisting with pension, retirement and investment planning. Typically, we work with:

• Business owners

It can sometimes be difficult to integrate personal and corporate financial planning to meet individual objectives. However, we recognise that the two are closely linked and require specialist advice to ensure that the right decisions are taken to deliver the best outcomes. Our experienced team of professionals is on hand to provide informed options and advice tailored to your needs.

• Private individuals

Whatever your background, we all want to ensure that we make the most of our hard-earned funds. Seeking advice early enough can help ensure that investment and pension objectives are both planned and achieved. Our pension and investment specialists can offer you the range of options available and then help deliver the retirement lifestyle you are searching for.

Our services

In our own right, we are Financial Planners. We believe that listening to our clients' needs and aspirations must be the starting point when planning their pensions or investments.

Our clients can expect the following benefits when working with us:

• Efficient, streamlined service and records
• Access to financial services experts
• High service standards
• Free seminars and events

Where to find us
Head office address: Rawlinsons, Ruthlyn House, 90 Lincoln Road, Cambridgeshire, Peterborough, PE1 2SP
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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