About RHL - Rutherford Hughes Limited
We are a firm of Independent Financial Advisers and Wealth Managers based in Newcastle upon Tyne and we have been helping our clients meet their financial goals for over 30 years. We are experienced and easy to talk to. We believe in establishing and maintaining long-term relationships, so we can assist our clients through every stage of their lives.
Our clients are typically referred to us by existing clients, employers, or professional advisers such as trustees, solicitors or accountants. However, you are welcome to approach us directly. We are an eclectic mixture of people from all walks of life with different experiences. Working together gives us a broad reach to provide a professional personal service to our clients.
Typically, our client will be someone who wants a face-to-face meeting, is seeking financial planning and or wealth management. They may be retired, looking to retirement, planning to mitigate inheritance tax or needing to protect their family or business.
An investment choice we offer our clients uses a tried and tested process unique to the firm. It has been developed using our experience of the last 20 years through the highs and lows of the investment markets. It is designed to deliver diversification using the consistent above-average performing funds in a range of sectors to balance growth and risk. The investment strategies we offer are delivered and maintained using our proprietary software which allows us to select the appropriate sector fund in a robust, objective and repeatable process. There is no room for subjectivity or sentiment in the fund selection process.
The software allows us to monitor all our client’s accounts daily to ensure an auditable transaction trail. It ensures each portfolio remains fully invested, using new cash deposits immediately or raising cash for withdrawals and regular income as required.
If you would like more information, please do not hesitate to contact us on 0191 229 9600 or by clicking the contact us link. Our offices are based in the centre of Newcastle, however, all our meetings are currently via Teams.
The value of an investment will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
Rutherford Hughes Ltd is regulated by the Financial Conduct Authority.