Ardent Financial Planning - York

Buttercrumble

Ardent were a huge support in finding us the right insurance and protection for us as individuals and our business. Daniel S. was patient, understanding and took the time to understand our unique needs. The service couldn't have been better! We'll be sure to recommend Ardent in the future!

Glen D.

We’ve been hugely impressed by the service we’ve received from Mark Fisher and the team at Ardent and would recommend them without reservation. Detailed financial planning was no small step for us and Mark and the team have guided us through it with expertise and sensitivity. They provide an excellent service all round.

Roger B.

Gary helped us previously with a pension transfer. 7 years later we approached Gary for an estate planning conversation following the Budget. He clarified the individual details and, most valuably, put the latest changes into context from the past and into the future which was really beneficial for us.
It was an easy going, open, frank and reasonaqble discussion and exchange of ideas and thoughts. It was just what we needed and we came away feeling very satisfied with outcome of the meeting.

Mark I.

Daniel was a pleasure to interact with. He listened very carefully, asked pertinent questions and took a holistic view of my situation before recommending the best independent products.

Refreshingly, he advised me that in respect of some of my investments, I was already doing everything right and they didn’t need to have anything further optimised. Ultimately, I did go ahead with a very attractive income protection policy that he found for me.

Communication was easy, supportive and detailed.

Would definitely recommend!

DT6960

My family had used Ardent for several years. I was seeking funding routes to purchase the freehold commercial property that our business operates from and secure a future pension from rental income. Mark was brilliant, we worked through a funding solution and completed the purchase.

I had many questions and if Mark did not have an answer to hand it was quickly found.

I must thank Mark for his patience and thoroughness throughout the process. Without his expertise I would never have been able to complete it.

Simply brilliant!

Andrew W.

After looking at a number of local (and near local) options we settled on Ardent to provide us with advice on our finances and options going forward. We have two children going through university, and although retirement is still a way off we wanted a sense check that we were on track for what the future may bring, as well as our options regarding our pensions. Ruth Norman was excellent. Professional and empathetic. She listened carefully to us and provided advice (and reassurance) for our plans. There was no hard sell on anything from Ruth, just a clear and measured laying out of the options. This is exactly what we needed at this point in our lives, and we will certainly be using Ruth and Ardent again.

Jackie S.

Ardent Financial have been advising my husband and myself for 13 years. Mark Fisher, who has always been our personal advisor within Ardent, advised us on a draw down pension and we have never looked back. We have always had a top quality professional service with no hidden agenda.

I would without hesitation recommend Ardent Financial, in particular Mark Fisher, for a very honest and thoughtful assessment of your finances.

Craig B.

Ruth's the financial equivalent of Harry Potter! She offers great advice delivered in a friendly and easy to understand way, awesome, highly recommend