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Financial planning tailored for you

At Ardent, we are passionate about helping you 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.

Find out more Our services
What we do

Lifestyle Financial Planning

Look into our financial crystal ball to help you plan for the future you want

Later Life Care

We can help plan for care fees for you or for a loved one

Social Impact Investing

Invest in ways that fit your beliefs as well as your financial goals

Divorce

Financial planning for wherever you are in the process of divorce

Investments & Savings

We’ll help you make the most of your money

Retirement Planning Advice

Sound financial advice when planning for life after work

Personal Protection

Make sure loved ones will be taken care of in the event of illness or death

Mortgages

Our local experts are here to offer independent mortgage advice and get the right protection in place for you

Equity Release

Equity release can be daunting but our accredited experts can help get you what you need

Business Financial Planning

Business owners come to us for peace of mind with Business Protection, Succession Planning and Employee Benefits
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.

Meet the team

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.

Gary O’Brien

Gary O’Brien

Director & Chartered Financial Planner

Specialisation

Pensions Transfers and Trusts

Michael Oglesby

Michael Oglesby

Director & Specialist Later Life Financial Planner

Specialisation

Later-Life Financial Planning

Mark Fisher

Mark Fisher

Director

Specialisation

Financial Planning

Meet all of us

Our lifestyle financial planning service

We can offer you a crystal ball so you can see how your financial position will pan out into the future.

It’s the best tool there is to help you achieve and maintain the lifestyle you want. 

Find out more
Ardent has adopted The Pension Transfer Gold Standard which means our advice aligns with the nine principles set out by the Personal Finance Society. These principles ensure we look after the interests of our clients and offer the best possible advice and service.
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.
Our Cyber Essentials accreditation is a sign we take data security seriously. We have proven measures in place to ensure all our client’s data is held and processed securely. It’s peace of mind for all of us.