Current statements
A recent valuation from each manager or platform lets us show how your present mix compares with the objective you describe.
Introductions are free and carry no obligation. A partner replies personally, usually within a working day, and every enquiry is treated in confidence.
A few lines about the size of the relationship and what the money must do are enough to begin. Ashgrove reads every introduction personally.
A recent valuation from each manager or platform lets us show how your present mix compares with the objective you describe.
For trusts and charities, the deed and reserves policy tell us how much freedom trustees really have.
Where several family members or trustees share a decision, we prefer to meet them together so nobody is left out.
7 Rutland Mews, Edinburgh EH3 (fictional address)
+44 131 496 0178
Yes. Partners travel to clients in Scotland and the north of England, and video meetings are easy to arrange for families abroad.
Never. Your enquiry is read by a partner and one assistant, and nothing is passed on without your written agreement.
Usually the same working day. Enquiries received at weekends are answered first thing on Monday morning.