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’re Top Rated
We’re proud to say that we were in included in the VouchedFor Top Rated guide for 2022, distributed by The Times.
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 proud to be a Chartered firm, as awarded by the Chartered Insurance Institute. Chartered status represents the ‘gold standard’ of financial planning. By choosing a Chartered firm, you are working with a business that has proven its technical knowledge and conduct and adheres to 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 and firmly believe this is yet another example of the quality work carried out by 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.
In early 2022 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:
“Honest, reliable guidance and reassurance”
“Peace of mind that my investment is in as safe a place as is possible”
“Knowing my finances are being looked after by caring, approachable people who I can talk to face to face and can contact whenever I need to”
“The support and reassurance that you have always given, with our best interests fundamentally, at the heart of everything you do, and are always at the end of the phone if needed for your help/advice”
“Support, consideration, and the availability to talk through a difficult situation that has arisen”
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.