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 2026, distributed by the Times and the Telegraph. This makes it the sixth year in a row that our advisers 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. Our advisers’ inclusion is evidence of the high regard they are held in by clients just like you.

To learn more, please visit our blog post all about our inclusion in the guide by clicking here.

 

We’re Chartered and Accredited

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 four years in a row: in 2022, 2023, 2024, and now again in 2025. 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)

Your journey

Our Google reviews

Posted on Google Google
Chantelle Kirkham profile picture
Chantelle Kirkham
October 6, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
I have worked with Mark and his colleagues on a number of occasions, both professionally and personally, and have received excellent advice on each occasion. Mark is professional yet approachable and makes financial planning simple and straightforward. I will not hesitate to work with Mark and Ardent Financial Planning in the future.
Posted on Google Google
Richard Staples profile picture
Richard Staples
October 6, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
I contacted Mark in regards to discussing my existing pension arrangements. I found him to be extremely knowledgeable and I was very satisfied with the service I received. I would happily recommend him and the team at Ardent
Posted on Google Google
Diane profile picture
Diane
October 5, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Absolutely first class service beginning to end would definitely recommend them
Posted on Google Google
Graham Gillyon profile picture
Graham Gillyon
September 29, 2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Gary O'Brian of Ardent was recommended to me over 12 years ago to help structure my pensions enabling me to understand and plan my investments and future retirement plans. Gary has provided an excellent and professional service and his and the teams clear communications equipped me with the knowledge and confidence to retire at the right time. The excellent support of Gary and his team at the office is on-going - I enjoy my retirement knowing that there is someone there if I need help or advise.
Posted on Google Google
eric bridges profile picture
eric bridges
December 5, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5
Great focus from the team. Always prepared for annual reviews and responsive to requests.
Posted on Google Google
Julia Waite profile picture
Julia Waite
December 1, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5
As someone who needed to take charge of my finances and pension fund after divorce, the team at Ardent gave me excellent, clear and unbiased advice. 2 years on I am reassured they coninue to advise me with the same professional standards.
Posted on Google Google
Chelsey Pickard profile picture
Chelsey Pickard
March 4, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5
Fantastic service from Ardent, keeping us updated and informed at all times. Highly recommend.
Posted on Google Google
David Chambers profile picture
David Chambers
December 8, 2021
Google star 1Google star 2Google star 3Google star 4Google star 5
Excellent Service . A good team of professionals with help & advice.
Posted on Google Google
Steve T profile picture
Steve T
September 10, 2021
Google star 1Google star 2Google star 3Google star 4Google star 5
Whilst I'm knowledgeable about shares/investments/life planning etc, my wife has used Ardent for many years. I can honestly say that Michael, and more latterly Mark Fisher are EXCELLENT, and ensure that your interests come first, unlike some such companies who, in my opinion are likely to put their commissions as their biggest priority. I have no reservation in highly recommending Ardent through our involvement with Mark. I'd suggest that investors stay clear of the larger, less personal services such as St James's Place and give Ardent a call.

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.

100 %
of clients believe we helped them achieve their financial goals
98.25 %
of clients were very satisfied that we understood their needs
98.25 %
of clients would be happy to recommend us to others
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 someone has got my back."

"Trust, reassurance and peace of mind"

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

“Peace of mind. We never have to worry about our finances. They are in very safe hands.”

“Confidence in that the staff at Ardent are honest, truthful, and have our best interest at heart.”

“Knowing there is someone patient and helpful on the end of the phone to talk me through financial queries.”

“Knowing my investments are in good hands and that I can discuss them with you at any time for advice and reassurance.”

“Peace of mind that someone professional is monitoring the performance of my pension and being there for advice when I need it.”

Read the full results of our latest survey

Ardent IFA
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