Our Journey Together

Working together to build a brighter future

At Ardent, you are central to what we do. Whether you’re expanding your business, building up to retirement or preparing for long term care, we are here to help you achieve your goals and provide peace of mind.

We understand that you – and your situation – is unique. If life stops going to plan, maybe because of a divorce or ill health, we’re here to guide you through the bad times as well as the good, helping you get back on your feet financially.

To achieve this we get to know you, your needs and your ambitions, and create an effective strategy tailored to your circumstances and aspirations.

We also remember that the world of finance is complicated and all too often jargon heavy, so we always work in a way that is clear, professional, but above all, approachable.

Your journey

Glimpse your future with our technological “crystal ball”

Imagine having a financial crystal ball that allows you to look ahead five, 10 or 25 years from now.

Well, thanks to technology, we can help you do just that. Our software allows us to model your financial future and to take a peek at how things may look based on your current and future income, costs, investments and lifestyle.

However that’s not all. The software also allows you to potentially change your future, by looking at how different scenarios could impact on your wealth. For example, can you retire earlier than you thought?

Together with you, we create different futures for your wealth, so that you can see how your decisions could impact on your finances.

This provides you with the confidence to understand your current situation and future options, providing peace of mind about how tomorrow may look for you.

Building your wealth

You’re successful and earning a good living and want to ensure that your money is working as hard as you are, yet time always seems to escape you. We can help.

Our team of experts will challenge you to set goals, financial and otherwise. This will ensure that you protect your family now while growing your wealth for the future. These first steps of your financial planning journey are essential in achieving your long-term goals.

Enjoying your wealth

You’ve worked hard throughout your life, and you deserve to enjoy your retirement free of financial worry. But it can be a daunting thing to plan for, and something that brings with it many questions: ’What will I do?’ ‘Do I have enough to last for the rest of my life?’ ‘Will I be OK?’

We’re here to help answer those questions, support you and put your mind at ease. Starting with where you are now, we explore what life ideally looks like in this next stage: your priorities, your values and your needs. Once clearly defined, we can lay the way forward to achieving it, without impacting your financial health.

Preserving your wealth for the next generation

You’re financially secure, retired and living the lifestyle you dreamed of. Now your attention has turned to wealth preservation and ensuring future generations retain your family’s wealth. We’ll help you preserve your wealth for the next generation, minimising any taxation while protecting your own lifestyle.

What our clients say

As a company, we strive to give clients excellence. But don’t take our word for it, listen to others who have already worked with us. Click on the following clients and listen to their experience of Ardent and the positive impacts it's had on their life.

98 %
of clients would be happy to recommend us to others
98 %
of clients believe we helped them achieve their financial goals
90 %
of clients were very satisfied that we understood their needs
Derek Thomas
Derek Thomas
Amanda Millett
Amanda Millett
Building for retirement
Hannah & Paul Butler
Hannah & Paul Butler
Conscientious investors
Jared Mallinson
Jared Mallinson
Conscientious investors
Nicki Mitchell
Nicki Mitchell
Divorcing clients
Peter Finlay
Peter Finlay
In retirement

We asked our clients “What is the biggest single benefit you get from working with us?” Here are some of our favourite answers:

“Knowing that I am receiving advice that is of a very high standard"

"Trust, reassurance and peace of mind"

"Having someone I feel I can trust taking care of my financial investments"

"The "go to" for advice and discussion regarding my pensions"

"A sense of security that comes from easy access to financial advice that we trust"