Ardent Financial Planning - York

Glen Dewsbury

We’ve been hugely impressed by the service we’ve received from Mark Fisher and the team at Ardent and would recommend them without reservation. Detailed financial planning was no small step for us and Mark and the team have guided us through it with expertise and sensitivity. They provide an excellent service all round.

Mark Izatt

Daniel was a pleasure to interact with. He listened very carefully, asked pertinent questions and took a holistic view of my situation before recommending the best independent products.

Refreshingly, he advised me that in respect of some of my investments, I was already doing everything right and they didn’t need to have anything further optimised. Ultimately, I did go ahead with a very attractive income protection policy that he found for me.

Communication was easy, supportive and detailed.

Would definitely recommend!

DT6960

My family had used Ardent for several years. I was seeking funding routes to purchase the freehold commercial property that our business operates from and secure a future pension from rental income. Mark was brilliant, we worked through a funding solution and completed the purchase.

I had many questions and if Mark did not have an answer to hand it was quickly found.

I must thank Mark for his patience and thoroughness throughout the process. Without his expertise I would never have been able to complete it.

Simply brilliant!

Andrew Weller

After looking at a number of local (and near local) options we settled on Ardent to provide us with advice on our finances and options going forward. We have two children going through university, and although retirement is still a way off we wanted a sense check that we were on track for what the future may bring, as well as our options regarding our pensions. Ruth Norman was excellent. Professional and empathetic. She listened carefully to us and provided advice (and reassurance) for our plans. There was no hard sell on anything from Ruth, just a clear and measured laying out of the options. This is exactly what we needed at this point in our lives, and we will certainly be using Ruth and Ardent again.

Jackie Stewart

Ardent Financial have been advising my husband and myself for 13 years. Mark Fisher, who has always been our personal advisor within Ardent, advised us on a draw down pension and we have never looked back. We have always had a top quality professional service with no hidden agenda.

I would without hesitation recommend Ardent Financial, in particular Mark Fisher, for a very honest and thoughtful assessment of your finances.

elvingtonred

I've been a client for 9 years. I've always had good advice, my fund has performed well.
The team are always approachable.

Kevin Beaumont

I have been a client of Mark's for many years. He has assisted me with my financial planning. This started whilst I was working and was carried through to my retirement.
Mark has helped me on numerous schemes. These include re mortgage, consolidating pensions, life insurance and planning for my retirement.
We have worked closely through some recent testing times like Covid, Ukraine, Cost of living etc. Mark has always been easy to deal with whilst remaining ultra professional. He always responds to my queries promptly.
As the years roll on I will certainly ensure that he assists my family as they grow up.

Chantelle Kirkham

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.