At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financial planning and advice, tailored for you.
So whether you’re looking for advice on pensions, investment recommendations, mortgage advice or a review of existing schemes, our York-based team of independent finance professionals are always ready to help.
Chartered Financial Planner
Director & Later Life Financial Planner
Later-Life Financial Planning
Financial Planning and Equity Release
Mortgages and Proctection Advice
Residential/Buy to Let Mortgages and Protection
Bringing things together!
Operations and Planning
Mortgages and Protection
Mortgages and Protection
Pensions and Investments
Financial planning, investments and pensions.
We’ve come a long way since Ardent Financial Services was first established in 1999. Bought out by one of the existing partners, Michael Oglesby, and new partner Stuart Keith in 2003, our rapid growth led to two new advisors, Gary O’Brien and Mark Fisher, joining the ranks in 2005.
Within the company there was a growing sense that a fully independent offering would be more appealing to many of our clients. So in 2006, we launched our sister company, Ardent IFA Ltd, and took the unusual step of offering a service completely independent of any product providers or networks. The risk paid off and Ardent IFA Ltd grew successfully alongside the original firm.
With independence and client-focus at our core, Ardent Financial Services ceased trading and, in 2010, we changed our name to Ardent Financial Planning. We believe independence is key and value being able to build our client solutions from scratch.
In January 2013, fee-based financial advice became compulsory so we’re glad to have led the way.
From our base in the beautiful city of York, our directors and their dedicated team of finance professionals will continue to evolve to meet the needs and expectations of our clients. We hope you’ll join us on our journey.
Ardent have recently overseen the introduction of an auto-enrolment compliant pension scheme at the UK office of the global vegetable and salad seed breeding and distribution supplier Rijk Zwaan.
“The team at Ardent Financial Planning worked with us every step of the way when we chose to update our pension scheme to the auto-enrolment model.
“Their advice was invaluable. Despite the complexities involved they oversaw a seamless transition to the new arrangement. Members of staff are delighted with their new pension scheme.”