Independent Financial Advice & Wealth Management
'Thank you, Ma’am, for putting us ahead of all else. You are sadly missed.”
Independent Financial Advice & Wealth Management
Removing the stress from financial planning.
Welcome to Rutherford Hughes Limited (RHL)
As a firm of Independent Financial Advisers and Wealth Managers based in Newcastle upon Tyne we listen to your needs and objectives to produce financial solutions that make your money work hard for you.
We have been helping our clients meet their financial goals for over 30 years. We are so confident in our abilities. If you would like a reference from one of our clients, they would be happy to speak to you and tell you exactly why they trust us.
The directors of Rutherford Hughes are delighted to announce that our colleague, Denise Graham has been shortlisted for the Women in Financial Advice Awards 2022 in the following categories:
Financial Adviser of the Year - North East
Most Inspiring Returner, Woman of the Year – Protection Advice
This is testament to her integrity, efforts and spirit in dealing with a very difficult period in both her private and professional life.
We wish her the best of luck when the judges meet.
Expert & Independent Financial Advisers
Creating or maintaining a lifestyle. Building a legacy. Funding a long-term goal. We can help you create financial plans and investment portfolios that meet your ambitions.
Environmental, social, and governance (ESG) criteria help investors find companies with values that match their own. ESG is sometimes referred to as sustainable investing, responsible investing, impact investing, or socially responsible investing. We can help you achieve this utilising our proprietary investment software.
You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. We can guide you through how to achieve this and to minimise tax
Leaving work. Handing over the reins of a business. Enjoying the next chapter. We will help you have a prosperous and satisfying retirement.
What are my responsibilities? What are the tax implications? How do I fulfil my role? We can ensure you are compliant and protected.
What if I lose a keyperson? How do I protect my family and fellow shareholders? How do I protect Entrepreneurs’ Relief and Business Relief? How can I extract profits tax efficiently? We can ensure that you make the most of your business and protect it from the unforeseen.
You're in safe hands...
Positive: Professionalism, Quality, Responsiveness, Value My wife and I have used Rutherford Hughes as financial advisers for almost 2 years now, having previously been associated with Peter Rutherford in the early 2000’s following the Equitable Life debarcle when he realigned our pension plans. Our paths then diverged and for a number of years our investments were looked after by another company. Following our retirement we were unhappy with the investment performance of our pension and ISA plans. At this point we became clients of Rutherford Hughes in February 2019. During this time their service has been very professional offering clear and sound advice with a very rapid reply to any queries. Most importantly, their choice of investments and the ongoing monitoring of our funds has resulted in a 20% gain [Dec 19-Dec20] under what has been very trying and volatile market conditions. My wife and I are very happy to recommend Rutherford Hughes as a very friendly, professional and efficient firm of financial advisers. David Young 1 review
Positive: Professionalism, Quality, Responsiveness, Value After my retirement in 2018 I wanted to invest, what was to me, a large portion of my lump sum and was nervous to say the least. After my first contact I had several meetings with Peter Rutherford who allayed my fears. He was so patient and tirelessly explained everything to me in terms I could understand, never was he anything but 100% professional and friendly. His advice is certainly paying off in these uncertain times. I highly recommend them to anyone. Ray Jobson 1 review
Positive: Professionalism, Quality, Responsiveness, Value Rutherford Hughes have dealt with all my matters promptly and efficiently and have made the investment process very easy to understand for my clients. The advice and performance have both exceeded expectations. I would highly recommend David and Peter and their team to any one wanted good, straight forward, effective and rewarding advice. Christian Swinburne 1 review
Positive: Professionalism, Quality, Responsiveness, Value When dealing with Peter from Rutherford Hughes, I have found the service professional, personable and responsive to individual circumstances. Peter is very amenable and patient and is happy to explain issues in layman’s terms to make sure the client fully understands their options. Peter has managed the investments in a knowledgeable and thorough way leading to consistently positive results despite a difficult and changing market place. Fiona Broome 1 review
Positive: Professionalism, Quality, Responsiveness, Value We have been absolutely delighted with gains that our investments have been making over the last two years. Considering the covid financial market turbulence, we have still made a solid increase in our initial investment. We are always kept up to date via emails regarding monthly reports on our investments. Also if we have had any concerns we have always received a quick response which has been extremely reassuring. We would definitely recommend using Rutherford Hughes for any financial advice. Jane Pringle 1 review
Positive: Professionalism, Quality, Responsiveness, Value I have found Rutherford Hughes to be very professional and easy to deal with. David Hughes explains the options available in a comprehensive and informative way without resorting to complex technical terms. The firm has a friendly approach and they deal with requests for information and follow up points in an efficient and a timely manner. They have an approach that gives you confidence that you are getting a bespoke service and that your business is important to them. Eric Wilkins 1 review
Positive: Professionalism, Quality, Responsiveness, Value Best move I made was to transfer my portfolio to Rutherford Hughes Ltd. I had become concerned with my previous investment company at the lack of contact, slow movement of my portfolio and not a very user friendly website. Now I get regular contact from Denise, my portfolio is growing a lot faster (even more than I expected in these difficult times) I can check the website on a daily basis, and looking at the current value early every morning, puts a spring in my step and sets me up for the day. I would definitely recommend Rutherford Hughes. Keep up the good work. Dennis Bowen 1 review
Positive: Professionalism, Quality Great professional advise form a dedicated female adviser. Denise helped us with our pensions and savings for the kids later on. Very thorough and help me understand how the investments and interest work. We would whole-heartedly recommend a chat with Denise to plan for your future. Gav Grieves Local Guide · 113 reviews · 50 photos
Positive: Professionalism, Quality, Responsiveness I’ve been delighted with the way they have managed our portfolio especially in very volatile times. They have stayed in touch and exceeded our expectations.I would definitely recommend. Jane Mitchinson
I have been a customer now for a few years which has been all very positive with great levels of Professional advice , accurate details and note keeping which has always been followed up and actioned as required. The speed of response from David Hughes has been outstanding and also worth noting is they are easy to reach or talk with , which adds a high level of reassurance to me as a customer. From the start and the present they have exceeded my expectations.