Ardent Financial Planning

We are Chartered Financial Planners who have been working in and around York since 2007. At Ardent, we focus firstly on people, not products. Our aim is to help our clients design the future they want, then to put in place the financial building blocks to deliver that future. We want to help people to live their best life without having to worry about money.

We use technology to model alternative versions of the future, allowing clients to see the impact that different choices will have on their lifestyle and their money.

Whether they are currently working and building wealth for the future; or retired and using their wealth to fund current lifestyle; or planning on how best to divide and share their wealth with the family, all clients benefit enormously from this view from the future.

When it comes to helping clients to implement their plans, we are fully independent, with access to all the relevant financial products in the UK marketplace.

We are a people business and our clients’ happiness is the ultimate measure of our success. But it is not just about clients. Central to our success is our fantastic team, who deliver our offering to clients and who we fully appreciate and support.

Also integral to our success are our Yorkshire professional connections, who we work closely with to deliver valuable, joined-up solutions to our mutual clients.

We are proud to be Chartered Financial Planners, Affiliates of STEP, SOLLA accredited and Resolution accredited.

We are also proud to be a socially responsible business. We give time and financial support to our community and more than 75% of our clients now choose to be invested in socially and environmentally focussed strategies.