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Financial planning

Tailored for you

Whatever your stage in life, whether you’re looking to buy your first property, expanding your business or preparing for retirement, our comprehensive individual and business financial planning services can help you make the most of your finances. Find out more about our full range of services...

For you

At Ardent, we like to make it personal. So when it comes to our financial planning services, it’s all about you – which is why we take the time to get to know you, your lifestyle and aspirations so we can offer the very best planning and advice, tailored for you.

For your business

At Ardent, we make it our business to offer you the very best planning and advice for your business. So whether you’re looking for auto-enrolment advice or finance for your next venture, we’re here to help.

Meet the team

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    Gary O’Brien

    Managing Director

    Specialisation:

    Chartered Financial Planner

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    Michael Oglesby

    Director

    Specialisation:

    Later-Life Financial Planning

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    Mark Fisher

    Director

    Specialisation:

    Commercial Financial Planning

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    Nick Blake

    Mortgage Consultant

    Specialisation:

    Commercial Finance Consultant

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    Ruth Norman

    Mortgage Consultant

    Specialisation:

    Mortgages and Family Protection

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    Elain Hughes

    Business Manager

    Specialisation:

    Bringing things together!

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    Chris Tordoff

    Para-Planner

    Specialisation:

    Operations and Planning

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    Fiona Stockdale

    Administrator

    Specialisation:

    Mortgages and Protection

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    Trish Newton

    Administrator

    Specialisation:

    Mortgages and Protection

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    Andy Tatterton

    Administrator

    Specialisation:

    Pensions and Investments

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    Jonathan Hind

    Junior Para-Planner

    Specialisation:

    Financial planning, investments and pensions.