Ruthlyn House Wealth Management perfectly positioned to offer you the very best service and advice for all your pension and investment planning needs.

Financial Planning

  • Financial health-check

Pensions & retirement

  • Independent review of existing arrangement and transfer analysis
  • Self-Invested Personal Pensions (SIPP)
  • Small Self-Administered Schemes (SSAS)
  • Pension solutions for directors and businesses

Savings & investments

  • Investment services for individuals, pension schemes and trusts
  • Investment bonds
  • Individual savings accounts (ISAs)
  • Collective investments
  • PEP (Personal Equity Plans)/ISA transfers
  • Discretionary fund management services

Protection

  • Individual protection including life cover, critical illness cover and income replacement
  • Group life schemes including permanent health insurance