Ardent Financial Planning

At Ardent, our team of qualified and chartered financial planners are passionate about helping 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. 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. Our intricate software allows us to model your financial future, looking at how things will work out based on future income, costs, investments and lifestyle. Thinking of doing something different? Wishing for early retirement? Want to send your children to private school? Considering marriage - or divorce? We can model that too - so you can see if your idea is within your grasp. And if it’s not, don’t worry - we’ll work out how you might get there. We help our clients live the life they want without having to worry about running out of money. Who can we help? We can help anyone and everyone who wants to plan their financial future. Our lifestyle financial planning tool underpins everything we do at Ardent. If you want a clear picture, an informed peek into the future and a guide to when and how you can hit those lifestyle goals, this is for you. How can we help? Regardless of your age, your status or your existing financial arrangements, you’ll pay a simple flat fee, with no surprises. We’ll spend time with you to understand your existing arrangements, your concerns and your goals and aspirations. Armed with this information, we’ll go away and punch it all into our system - together with up-to-date reports on how your existing pensions, ISAs and other funds are performing. Then we’ll meet again to present you with a picture of how your financial future might look.