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Ardent Financial Planning

Ardent Financial Planning

5.0(93 reviews)See reviews ↓·York

What customers say

Based on genuine customer reviews

In York, Ardent Financial Planning has built a long-standing client base that returns year after year, with many reviews describing relationships spanning a decade or more. Clients repeatedly highlight the clarity with which complex matters are explained, whether pensions, investments, mortgages or later-life care planning. Several advisers are named, including Ruth Norman, Gary O'Brian, Mark Fisher, John and Daniel, and reviewers often single out their patience, warmth and willingness to take time over individual circumstances. A point made in several accounts is the reliability of the team: people note that promised actions are carried out without the need for chasing, and that guidance remains available between annual reviews.

Customers describe sound investment advice that has helped pension pots grow and supported decisions such as retiring in their fifties. The firm's handling of sensitive situations, from divorce proceedings to serious illness and care funding, is mentioned with appreciation for the compassion shown. Reviewers also value having a single, trusted point of contact who understands their wider financial position, and many describe the service as relaxed yet professional, with meetings that feel like conversations rather than sales pitches.

Financial Advisor

Reviews

Reviews are taken from publicly available sources.

LL
Louise Lewis18 August 2026

All my dealings with this company were top notch from the first contact to last emails. Always courteous both in written and in person. After the sudden traumatic loss of my husband I was not functioning correctly and felt like a startled rabbit when trying to deal with anything financial. I was initially guided without any hassle to help me on the road to stability. A year later, now my life is more in control I have been for further advice. Always sensitive to my trauma, Gary and his team have helped me to forge a way forward financially, that has eased my worries and concerns. I cannot thank Gary O'Brien and his team at Ardent enough for their help and guidance.

TB
Tracey Brown11 May 2026

I cannot recommend Ardent enough. Gary O’Brian my Financial advisor is first rate, he is not only friendly, helpful, he and his team do everything they say they are going to do and more, you never have to chase anyone of the team for things they say they are going to do, I know my money is safe in their hands. Thank you guys

MS
Matt Scaife21 April 2026

The advice given by Ruth in our recent yearly meeting to discuss pension options, was very helpful and informative, in a nice environment with Coffee & biscuits :-) Thanks very much

ST
Stephanie Tarren20 April 2026

We have used Ardent Financial Planning for a number of years now and have always been confident in their abilities, knowledge, and advice. Mark looks after us with his team supporting. We have an annual update and Mark is always available throughout the year for questions. One of us is now quite ill and Mark is extremely compassionate and empathetic, and is advising regarding Care and Respite finances. We highly recommend Mark and his team.

KS
Kenneth Slee19 April 2026

If there were six stars then that would be my score for Dan. He is very clever in the way he explains everything clearly to the layman. It’s always pleasure to have a meeting with him.

NB
Nicholas Bowley9 April 2026

I have been very impressed by Daniel Sanderson. He conducts our meetings in a friendly manner while demonstrating professional competence in the advice he offers. He is very careful to check that my wife and I understand the savings and forward planning options available to us. Nothing is too much trouble for Dan. Recently he gave us advice on options regarding inheritance planning that met our needs irrespective of whether or not our choice brought further business to his company. I admire that level of integrity. Thank you.

CC
Chrissy Clark30 March 2026

I've been a customer of Ardent for over 10 years and with their support and advice, I was able to retire at 54!! They give good solid investment advice and we have seen our pension pots grow because of it. We still meet every year - mainly to have a chat and plan our next big holiday 😁 Everything is on track to carry on enjoying life!

Financial advisers in York compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in York are compared.

RankProviderRatingReviewsOpen Sat.
1MAPIO Financial Mortgage Advisors★ 5,0158Yes
2Ardent Financial Planning (this page)★ 5,093No
3YorWealth Ltd- Financial Planners★ 5,057No
4Pineapple Financial Planning★ 5,033No
5PenLife Associates★ 4,9244No
Contact
+441904655330www.ardentuk.comFloor 2, Colonia House, 16 Toft Grn, York YO1 6JT
Working hours
Monday08:00–16:00
Tuesday08:00–16:00
Wednesday08:00–16:00
Thursday08:00–16:00
Friday08:00–16:00
SaturdayClosed
SundayClosed