ARK Financial Planning - Oldham

Anthony C.

I’ve been working with Ark financial planning and Phil Perry for approximately 4 years and couldn’t be more pleased with the experience. From the very beginning he took the time to understand my financial goals risk tolerance, and long term plans.Their advice is always clear, well-informed and tailored specifically to our needs.What sets Phil Perry and Ark financial apart is their genuine commitment to helping clients succeed.They explain complex financial topics in a way that’s easy to understand and always make themselves available to answer questions. Whether it’s retirement planning, investment strategies, or budgeting, We feel confident knowing we have someone knowledgeable and trustworthy in our corner.
Thanks to Phil’s guidance We feel more in control of our finances and optimistic about the future. I highly recommend Phil Perry to anyone looking for a reliable, professional, and caring financial advisor.

Paul C.

On retirement, my employer offered some options for taking my pension, none of which seemed satisfactory. ARK advised alternative pension and investment plans which have proved beneficial since they were implemented in 2008. Continuous monitoring and updating of the investments and regular reviews by ARK have proved financially rewarding and I have every confidence in their stewardship of my finances. I have no hesitation in recommending their services.

April C.

During my first appointment with Phil Perry I was feeling nervous, out of my depth and that I had much to learn. Phil was then bombarded with endless questions in my attempt to learn. He was so very patient and ensured that I understood every answer. If he did not have the answer at hand he would seek the knowledge he needed and pass that on to me. It took me a long time to decide how to proceed. During this time Phil never pressured me into making a decision and I finally felt comfortable with investing with Phil's guidance. I can thoroughly recommend Ark Financial Planning and in particular the services of Phil Perry as an advisor.

Ella R.

Bradley has been nothing short of exceptional through the whole process of setting up our pensions. He really took his time to explain everything to me and make complex financial jargon easily understandable. If you're considering working with Bradley and ARK, I couldn't recommend it enough!

Terry B.

Phil Perry is a very approachable person and has looked after our investments for several years. He has a knack of explaining complex information in a way that we can understand.
One of the most important things that I was looking for when first signing up with ARK was the ability to speak with someone you know and not to a Helpdesk in another country. We have regular reviews which makes me feel happy that our investments are well cared for. Phil is now guiding us through our pension options. What a great personal service from ARK Financial Planning.

Josh R.

My wife and I were recommended ARK Financial Planning from our good friends and now we would highly recommend too.

Bradley and Rebecca could not have been more helpful and accommodating. They offer a top class service and are both extremely professional and knowledgeable.

They spent a generous amount of time discussing our queries and would respond back to any questions promptly, which we really valued.

They both really do go the extra mile to ensure you feel comfortable and well informed on every decision.

I recommend ARK to all my friends, family and colleagues.

Alex H.

I sent a cold query into Ark as I was looking to understand more about the services offered re pensions and investments. I was promptly called back by Bradley who invited me in and took the time to explain everything to me. Bradley was great, clear, concise and kept everything really simple. He broke down a lot of the jargon for me which I really appreciate and I left feeling confident and with a plan to contact again when the time is right. I would highly recommend Bradley and Ark alike. Thanks.

Jessica W.

We were recommended to use ARK Financial Planning by a family member; we had spoken about having a financial advisor for a while and decided to chat to ARK in the run-up to buying our first house. We had several really useful meetings with Rebecca and Bradley; they couldn’t have been more helpful and were so generous with their time. They spoke to us about everything from daily spending, current goals, future goals, pensions, home buying, and imparted so much useful advice. ARK helped us to secure our mortgage really efficiently and also advised on life insurance as part of the process. They’ve been so helpful and we feel so much more confident financially than we did before.