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.

Find out more Our services

What we do

Lifestyle Financial Planning

Look into our financial crystal ball to help you plan for the future you want

Later Life Care

We can help plan for care fees for you or for a loved one

Social Impact Investing

Invest in ways that fit your beliefs as well as your financial goals

Divorce

Financial planning for wherever you are in the process of divorce

Retirement Planning Advice

Sound financial advice when planning for life after work

Investments & Savings

We’ll help you make the most of your money

Personal Protection

Make sure loved ones will be taken care of in the event of illness or death

Mortgages

The best advice for your biggest financial commitment

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.