Ardent Financial Planning measures its success by client satisfaction. Its recent client survey found that 100% of clients would recommend the firm to others and believe it helps them achieve their financial goals.

Managing director Gary O’Brien believes this is down to the values the Ardent team works hard to implement with clients and each other: decency, loyalty, clarity and simplicity.

ESG funds make up 80% of recommended investment portfolios at the chartered firm and constitute 60% of the firms’ assets under advice.

Having selected EQ Investors as its ESG portfolio provider, the firm and its clients recently completed an ESG workshop with EQ. This allowed clients to learn first-hand how managers are dealing with the events of 2022 and the stock market uncertainty, bringing clarity to the subject.

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