About You
At Ardent, our pledge is to provide you with the highest level of service and financial advice, regardless of your age or stage in life.
While we specialise in retirement, ethical investing, helping divorcing individuals and those needing later life care, our extensive experience and knowledge means we can help you whatever your situation.
Using our five-step programme we will explain your options in a clear and understandable way, helping provide you with the confidence and peace of mind to achieve your aspirations.
Please click on the images below to discover more about what we do and how we could help 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.
Click here to see your journey with us.
What we do
- Work with clients who engage with us fully through the planning, implementation and ongoing investment management.
- Work with clients who want a true partnership with a long-term goal, who understand the short-term uncertainties of capital market investing, and with portfolios starting at £200,000.
- Work with clients who see the value in our service.
What we can't do
- Work with clients with less than £200,000 in investable assets at the outset.
- Predict or guarantee market performance.
- One-off transactions or work with insistent clients.
- Advise on final salary pension benefits.
- Work with clients who wish to have an element of self-investment.
- Work with clients who have more than one financial planner.
