Ruth Wade
10
out of 10
4 verified reviews on
Money + Mindset + Mentor. I provide financial planning with purpose, working with families, company directors and business owners to build secure financial futures. With over 28 years as an IFA, I work online or face to face with clients across Suffolk and Essex, offering straightforward explanations so you can make confident life‑stage decisions. Many see me as a financial friend and trusted adviser — someone who listens, simplifies jargon, and creates real‑life plans that evolve with you. My expertise spans retirement planning, investments, business exit strategies, insurance, wills and power of attorney.
Business & Workplace Financial Advice - I deliver financial education, review employee benefit plans and create financial wellbeing strategies for employers. I take a person‑centric approach to delivering supportive advice. I hold recent qualifications in Understanding Autism, MHFA & NLP, which reinforce my focus on financial education, inclusion, communication and wellbeing.
I advise on
Retirement Planning
Financial Planning
Mortgage Protection
Life Insurance
Trusts
Drawdown
Pension Consolidation
ISA
Shareholder Protection
Critical Illness Insurance
Family Income Benefit
Annuity
Retirement Income
Employee Benefits
Investment Advice
Business Advice
Workplace Pensions
Pension Reviews
Business Financial Planning
SIPP Self Invested Personal Pensions
SSAS
Pensions for Directors
VCT
EIS
Inheritance Tax IHT
Individual Savings Accounts
JISA
LISA
Investment Bonds
GIA General Investment Accounts
Financial Wellbeing
Saving for Retirement
Collective Investment Schemes
Whole of Life Assurance
Group Personal Pensions
Relevant Life Insurance
Income Strategies
Accreditations
Mental Health First Aid
Certificate in Mortgage Advice and Practice (CeMAP®)
Level 4 Diploma in Financial Planning
G10 (Taxation & Trusts)
Money First Aider
Member of FIPs
Member of Sowmarket Chamber of Commerce
Member of FIPs (Financial, Insurance and Professional Services)
Consumer Duty scores
Products and Services
10
/ 10
Based on 5 responses
Price and Value
10
/ 10
Based on 5 responses
Consumer Understanding
10
/ 10
Based on 5 responses
Consumer Support
10
/ 10
Based on 5 responses
Last updated 19 September 2026
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