Gary O’Brien

Director & Chartered Financial Planner

Specialisations

Pensions Transfers and Trusts, Divorce, Retirement Planning Advice, Investments & Savings, Estate Planning, Business Protection, Succession Planning

About Gary

With almost three decades of experience in financial services, Gary has gained Chartered Financial Planner status, is a Fellow of the Personal Finance Society and a Member of the Chartered Institute of Securities and Investments.

His role mainly involves helping clients to clarify and achieve their financial goals, with the aim of making a positive difference to their lives.

How colleagues would describe him

Calm, considered and consistent.

Most enjoyable aspect of working at Ardent

The people (clients and colleagues) and the “can do” mentality.

Proudest achievement

Getting my commercial pilot’s licence at the age of 40. It was an ambition I never gave up on. Now I am part of a business which helps others to achieve their lifelong ambitions too.

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.