Investment approach

Sound financial planning underpins much of our advisory service and is certainly the prerequisite to successful investing.

Whether your requirement is for capital growth, income or simply to better your position, we make it our business to create value. We are not afraid to take a market view and look to take advantage of opportunities as they present themselves. As importantly, perhaps, we also seek to preserve your wealth during extended periods of market weakness.

We monitor and review portfolios on a regular basis in order that the decisions you make today remain effective in the future. Our advice includes all appropriate tax planning and takes full account of individual preferences, including, for example, ethical or socially responsible investment. Our selected environment for the structuring and management of client portfolios is provided through the Transact Platform.

We appreciate that our clients have a lot of trust in us to manage and grow their wealth. When it comes to investment management, we follow these basic principles:

  • We believe in investing for the long term; we’re not traders and we don’t ‘play the markets’
  • We closely monitor the macro environment and make adjustments to client portfolios as necessary
  • We regularly review our funds, meeting with fund managers on a regular basis to ensure that they are performing as expected
  • We utilise analysis tools and portfolio balancing tools to ensure that portfolios are performing as they should
  • We proactively manage clients’ investments, according to their specific needs; balancing their requirements for long-term returns and access to funds, for example, to take an income
  • Our role is to manage your investments in a way which will meet your needs and achieve your goals

Our testimonials

Marion Ohlson

I first met Anthony Kynaston some 13 years ago, when I sought advice regarding an inheritance from my late parents. He immediately impressed me with his friendly, calm, clear and professional manner, ascertaining my individual needs. Tony has since then continued to advise, plan and manage my financial affairs. This includes advice on my Buy to Let property and pension needs. He and his colleagues are always available to assist with any queries I may have. As a result, I can relax and now enjoy my retirement, leaving the complexities of financial management in their safe hands.

Niels Iversen

Ash-Ridge has been advising me for over 25 years. I have seen a very significant increase in the value of my portfolios over the years and have been very impressed by their professionalism, attention to detail, hands on management and care. I have been thoroughly pleased with the service so far.

Richard Tonkin

Ash-Ridge has provided myself and my family with friendly, professional financial advice for many years. I find them trustworthy and reliable, and would not hesitate to recommend them.

Caroline Mullan

I have been working with Tony and Andrew at Ash-Ridge to manage my financial affairs for several turbulent years since 2007. They have supported me with a variety of significant decisions and administration relating to pensions and investments while dealing with ever-changing circumstances as I moved into retirement. I am very happy to work with them, and to recommend their services.

Geoff Vickers

Ash-Ridge have been managing my personal pension investment portfolio for two years. I can say that I am absolutely delighted with the professional way they have handled my assets offering solid and independent advice which has been prudent and reliable. Dealing with an experienced team with first class communication and speed of response when advice is required. They are a pleasure to deal with.

Abel Smith

Sophie and I just wanted to thank you again for all your help in remortgaging. As ever, the service was superb and efficient, we will of course be coming back!

Seena Mistry

We have been using Jane at Ash-Ridge for the last 10 years, which literally speaks volumes for the service we receive. Jane’s honest and straightforward approach is a key part in ensuring we get the deal that is best for us. She is swift and always keeps us updated throughout the entire process whilst allowing us sufficient time to make a final decision. Jane is a first class mortgage adviser and I would recommend her to anyone seeking mortgage or financial advice.