Why Choose Ashbridge Partners?

As our connections have grown and expanded over time, we now work with many entrepreneurs, family businesses, real estate owners and residential clients. We often become trusted partners to the families and businesses we advise, which is a privilege we don’t take lightly. We care deeply about these partnerships, and about achieving our clients dreams and aspirations.

There are many different reasons why our clients choose to work with us. Often there are simply too many available options and opportunities, making the decision difficult. Even if the right approach is clear, some clients may not have their own inhouse resource able to achieve it. Perhaps trustees are involved, so third party advice is welcomed. Some of our clients are expanding to new sectors, or bringing funds from off shore, so they require our expertise to quantify the best approach. Other clients might have been put off after inadvertently approaching an unsuitable lender, or because they have experienced a poor level of service.

Whatever your circumstances may be, our ethos is that every client is special to us. We will take care to understand your situation and what you hope to achieve from the outset. Our approach centres on giving our best strategic advice, to optimise each new set of circumstances. We will work with you on a full review of your financial position, both historically and for the future, encompassing all of your assets, liabilities, income and expenditure. This enables us to devise a bespoke financial plan for you, which forms the starting point of how best to structure your finances going forward.

Typically, our clients have complex financial circumstances. They come to us to benefit from our combined decades of accrued knowledge, and wide network of contacts in the banking sector. As completely independent experts in our field, we have built longstanding relationships with more than a hundred lenders. We undertake thorough due diligence on our clients, and have a reputation for doing so, which further underpins our strong ties across the industry.

Critically it is these relationships, alongside our expertise and understanding of the criteria which must be met, which enables us to find as one client put it, “best of market” solutions. Nine times out of ten these are probably not the solutions you would have expected, but they are the solutions which, over time, enable us to add significant value to your portfolio.

Our clients have varying attitudes towards financial risk depending on their stage of life, family history and professional career experience. Some have never had a loan of any kind; others are attracted to the enhanced opportunities that leveraging assets can bring. We believe it is our job to draw on our experience to help you to find the right balance, and our experience gives us a unique perspective. We will never push you to take a direction you aren’t happy with, but nor will we hesitate to gently challenge your approach.

Once we have agreed your loan, we will liaise closely with your other professional advisors, be they accountants, lawyers, trustees or other experts; and we are always happy to recommend our own professional colleagues as required.

Our clients are busy people and timescales are usually tight. We are extremely proud of our close-knit team of advisors who are widely praised for their skills. In particular for their efficiency, their ability to deliver the right information at the right time, and for their sensitivity and discretion. Many clients are understandably emotionally invested, particularly when longed for properties hang in the balance. Our team’s positivity and calm clear-headed approach will also help you to feel confident and secure throughout the process.

Having been in business for over ten years now, we have had our fair share of highs and lows, and the same can be said of our clients. We know how it feels to have dreams and aspirations, and we also know how frustrating it can be, when the path to achieving your goals seems to be blocked. Our mission from the very beginning remains unchanged today; to become your trusted partners, creating finance solutions and giving strategic advice, to turn your dreams into reality. Please get in touch to find out more.