Gary O'Brien

Gary O'Brien

Ardent Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in York
View location

Verified since: November, 2020

4.9 out of 5

70 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 March 2025

    Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Gary has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    Gary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Gary has provided information on their typical fees

    Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 March 2025

    Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Gary has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    Gary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Gary has provided information on their typical fees

    Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I have over 3 decades of experience working within the financial services industry and have gained Chartered Financial Planner status. I'm also proud to be a Fellow of the Personal Finance Society and a Member of the Chartered Institute of Securities and Investments. My main goal is to help clients clarify and achieve their financial goals, with the aim of making a positive difference to their lives. With a bit of structure, good communication and a solid plan you can achieve your lifelong ambitions.

Offers available through VouchedFor

Contact Gary through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Gary's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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