Ardent IFA Limited

Independent Financial Adviser 80 Clifton, York, North Yorkshire, YO30 6BA
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
We help our clients to live the life the want without ever having to worry about running out of money.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Ruth Norman
Financial Planner
Michael Oglesby
Director & Financial Planner
Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
Gary O'Brien FPFS MCSI ACII
Managing Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
Mark Fisher
Director & Financial Planner
What our clients say
The team at Ardent Financial Planning, worked with us every step of the way when we chose to update our pension scheme to the auto enrolment modes. Their advice was invaluable. Despite the complexities involved, they over saw a seamless transition to the new arrangement. Members of staff are delighted with their new pension scheme.
Rijk Zwaan UK Ltd, Pocklington
Of all the financial planning companies we approached, Gary at Ardent seemed to have the best understanding of what we wanted to achieve as a small, but growing business. He really helped us to prioritise our business protection package and introduced us to the possibilities for the future, so I am confident that our relationship will continue to grow as we do. Overall, the Ardent have been a pleasure to work with - keeping us well informed of our options and insuring that we have the information and tools we need to make important decisions.
Rob Colly - Plump Digital, York
Mark is exceptional. He is an excellent listener and understands our needs, both for our business and personal. He has always been quick to respond, thoughtful and proactive in ensuring we are managing our affairs well. He introduced the latest pension requirements to our team as well as working with us to sort out the best provider for our business. He has offered personal support to all of our team members. All of our family and friends have been introduced to Mark and we can't recommend him highly enough.
Graham Mallinson, York
Where to find us

80 Clifton, York, North Yorkshire, YO30 6BA

Make an enquiry
About us

Ardent IFA is a York based company that specialises in providing both personal and corporate financial planning to personal clients and small to medium sized businesses on a local and national basis. In addition to this, we also specialise in mortgages and equity release.
We will give you honest and impartial advice that is tailored to suit the individual needs. We work on either a fee based or a commission basis and your first meeting will always be on a no obligation basis and free of charge.

Our services

We take the time to really listen to you, and build a clear understanding of your needs and aspirations and what you would like your financial future to be. Then we work closely with you to put in place the stepping stones that help you achieve your goals.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.53 mi
We value the trust and loyalty our clients have always shown us.
 
Independent Financial Adviser 0.61 mi
Specialists in Pensions, Investments & Full Financial Planning. We help people cut through the jargon and plan for their future.
 
Independent Financial Adviser 0.65 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
 
Independent Financial Adviser 0.65 mi
I advise all aspects of personal financial planning, whilst specialise in Defined Benefit or Final Salary pension transfers.