Ardent Financial Planning
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
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
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
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | MAPIO Financial Mortgage Advisors | ★ 5,0 | 158 | Yes |
| 2 | Ardent Financial Planning (this page) | ★ 5,0 | 93 | No |
| 3 | YorWealth Ltd- Financial Planners | ★ 5,0 | 57 | No |
| 4 | Pineapple Financial Planning | ★ 5,0 | 33 | No |
| 5 | PenLife Associates | ★ 4,9 | 244 | No |
