Asset Management
Our financial advisers provide financial planning and investment services focused on achieving your life goals.
With face-to-face meetings, our advisers will get to know you very well. We maintain an open dialogue, in clear and simple terms, in order that you are able to manage your financial arrangements to best effect.
With our collective experience of more than 100 years, we have worked with many different clients and have developed a specialist understanding of the financial needs and priorities of people at different stages in their lives.
Wealth builders
"Wealth builders" are often professionals who are working hard to build up their savings and pensions.
At the same time, they are juggling the expenses of getting onto the property ladder and starting a family. Over time, some still want the ability to enjoy the fruits of their labour, perhaps with home improvements, family holidays or prestige cars.
Wealth builders
"Wealth builders" are often professionals who are working hard to build up their savings and pensions.
At the same time, they are juggling the expenses of getting onto the property ladder and starting a family. Over time, some still want the ability to enjoy the fruits of their labour, perhaps with home improvements, family holidays or prestige cars.
Pre-retirement
As the children grow older and the final mortgage payment draws closer, thoughts often turn to how and when you will retire.
For many, they have built up a number of pensions, savings and other investments over the years. Now is the time to start looking at whether the wealth they’ve built up will provide them with the retirement they would like to have in the future.
At retirement
As you approach ‘the longest holiday of your life’ you want to make sure your hard work will provide you with the retirement you want to have.
For clients starting their retirement, they want to enjoy life beyond work. For many, this is the stage where they have the health and the time to enjoy their wealth. At the same time, they need to feel confident that the funds will not run out.
In retirement
Once you have retired, thoughts may turn to planning for care in later life, or ensuring that you have wealth pass on to loved ones.
As health tends to deteriorate with old age, it’s important to consider later life planning, which includes making provision for your care. It also involves careful estate planning to make sure that loved ones will inherit as much wealth as possible.
Business owners
Business owners have a unique opportunity to harness their business for effective financial planning.
However, being a business owner can bring its own set of issues and hurdles. With business finances needing attention, and time being a precious commodity, it’s easy to allow your personal financial planning to go by the wayside.
Trustees
Investing as a trustee can be a daunting prospect, especially for those with little or no knowledge of investing.
You may be required to balance a portfolio in order to take care of different classes of beneficiaries. You certainly have to be aware of the requirements of the Trustee Act 2000 and ensure that any trust investment is suitable and kept under review.
Wealth builders
"Wealth builders" are often professionals who are working hard to build up their savings and pensions.
At the same time, they are juggling the expenses of getting onto the property ladder and starting a family. Over time, some still want the ability to enjoy the fruits of their labour, perhaps with home improvements, family holidays or prestige cars.
Our testimonials
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.
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.
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.
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.
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.
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!
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.