Financial planning tailored for you

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.

We also work with business owners to provide: Auto-enrolment, Business Protection, Employee Benefits, Finance, and Succession Planning.

Our Chartered Financial Planning status is an indication of our commitment to delivering the highest standards and ethical behavior. It’s our industry’s gold standard.

Meet the team

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.

Gary O’Brien

Director & Chartered Financial Planner

Specialisation

Pensions Transfers and Trusts

Michael Oglesby

Director & Specialist Later Life Financial Planner

Specialisation

Later-Life Financial Planning

Mark Fisher

Director

Specialisation

Financial Planning

Our lifestyle financial planning service

We can offer you a crystal ball so you can see how your financial position will pan out into the future.

It’s the best tool there is to help you achieve and maintain the lifestyle you want. 

Our Chartered Financial Planning status is an indication of our commitment to delivering the highest standards and ethical behavior. It’s our industry’s gold standard.