A New Recruit At Rutherford Hughes Limited

Issue 56

The directors of Rutherford Hughes Ltd, David Hughes and Peter Rutherford, are delighted to welcome a new adviser and wealth manager, Denise Graham.

Denise brings 20 years’ experience in financial services and great enthusiasm to look after her clients and to put them first. “We were introduced to Denise and were impressed by her drive and commitment,” said Peter Rutherford. David Hughes added, “Denise very quickly grasped our investment philosophy and business process identifying the value of what we offer to her clients. We are looking forward to working with her and developing the firm into the next decade and beyond.”

David further explained, “our investment proposition was conceived over 15 years ago as a solution to biased stock picking, ensuring healthy diversity with a growth bias. The investment strategies have delivered some very impressive returns through all market conditions to the delight of all involved”.

“The investment management and the backoffice functionality are business process systems that we are looking to offer to other advisers who may, in due course, be seeking to exit their business. We could then, seamlessly, provide them with that exit and provide their clients with the proposition they have become used to.”

Rutherford Hughes Limited provides advice to individuals, business owners, trustees and Court Deputies. The service covers gathering the facts, establishing the objectives, researching the solutions, providing cash flow modelling, agreeing and implementing the financial plan.

The firm is independent and is not tied to any provider, unlike many advisory firms in the region. “Our independence is at the very heart of what we are and what we do. We want the best solution for our clients, no matter who provides it,” Peter confirmed. He added “We specialise in investment and wealth management, IHT planning, pensions and retirement income planning, trustee investment and Court of Protection investment.”

Denise interjected, “One of the real attractions for me is just how approachable the guys are. They take their roles very seriously but there is lots of humour bouncing around the office.”

David added “We provide any potential client with a first meeting free of charge. It is important to establish if we can be of assistance and that both parties feel they can work together.”

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