Why choose us
Long term excellence provides you with peace of mind
We are committed to working with you to create a lasting relationship built on loyalty, trust and excellence. That’s why we have Chartered Financial Planning status, the industry’s gold standard, which demonstrates our pledge to providing you with high quality advice and first-class service.
By taking the time to fully understand your financial position today and future aspirations, we can use our Lifestyle Financial Planning Service and sophisticated software to develop a strategy that is individual to you.
We are completely transparent and unlike most firms, publish our fees on the website click here for more information.
We’re Top Rated
We’re proud to say we are included in the VouchedFor Top Rated Guide for 2025, distributed by the Times and the Telegraph. This is the fifth year we have been included in the guide.
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback.
To learn more, please visit our blog post all about our inclusion by clicking here.
We’re Chartered
We’re proud to be one of the very few firms that hold both Chartered and Accredited firm status, as awarded by the Chartered Institute for Securities & Investment. The combination of these accreditations represents our commitment to providing the ‘gold standard’ of financial planning. By choosing a firm that is both Chartered and Accredited, you are working with a business that has proven its technical knowledge and conduct, and adheres to the most rigorous industry best practices.
We’re a New Model Adviser Top 100 firm
The NMA Top 100 is a list created to help celebrate the best of the professional financial planning community. We’re absolutely delighted to have been included three years in a row, in 2022, 2023, and now in 2024. We firmly believe this is yet another example of the quality work carried out by our team.
Shortlisted in 2024, Shortlisted again in 2025
We are thrilled to announce that Ardent Financial Planning has been selected for the second year as a finalist for the Professional Adviser Awards in the category of ‘Adviser Firm of the Year – North East’. The Professional Adviser awards are among the gold standard of accolades in the industry, and being acknowledged among the top firms in our region is a testament to the dedication and expertise of our team.
First class service in a clear and understandable way
In the complex world of finance there is a lot of jargon and complex regulations, but we’ll explain proposals in a clear, unambiguous way, providing you with peace of mind about your wealth and the confidence to plan your next steps.
We’re there when you need us, ready to help in a professional, friendly way. This, and a proven track record in high quality advice, are the qualities our existing clients’ value.
But don’t take our word for it, click on to the client stories page to hear what they think.
The Financial Vulnerability Taskforce.
We are proud to be a part of The Financial Vulnerability Taskforce. This is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability. At Ardent, we are a safe pair of hands and supporting this new initiative allows us to demonstrate that, especially to those who find themselves in vulnerable circumstances.
We’re a Living Wage Employer
Ardent is proud to announce that we are a certified Living Wage Employer, accredited by the Living Wage Foundation. The Living Wage commitment will see everyone working at Ardent receive an hourly wage above the government-mandated minimum. We prioritise the welfare and financial stability of our staff. This helps them flourish both personally and professionally and ensures they can provide the best possible service for our clients.
Other accreditations
We’re proud to have a wide ride of accreditations, qualifications and more:
- We’re proud to be Resolution accredited
- We’re part of the Equity Release Council
- Ruth is a part of the Adviser Forum
- We’re members of UK Sustainable Investment and Finance Association (UKSIF)
- We’re SOLLA accredited
Our Google reviews
In 2023 we asked our clients to participate in a client survey to make sure we were supplying a service they deserved.
We want to share some of the results with you:
We asked our clients “What is the biggest single benefit you get from working with us?” Here are some of our favourite answers:
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.
