Gary O'Brien
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Gary O'Brien Email & Phone Number

Chartered Financial Planner and Independent Financial Adviser at Ardent Financial Planning
Location: York, England, United Kingdom 4 work roles 8 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Chartered Financial Planner and Independent Financial Adviser
Location
York, England, United Kingdom
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Who is Gary O'Brien? Overview

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Gary O'Brien is listed as Chartered Financial Planner and Independent Financial Adviser at Ardent Financial Planning, a with 6 employees, based in York, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Gary O'Brien.

Gary O'Brien previously worked as Marketing Manager at Aviva and Sales Consultant at Aviva. Gary O'Brien holds Financial Adviser Certificate, Finance And Financial Management Services from Society Of Trusts And Estate Practitioners (Step).

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Email format at Ardent Financial Planning

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Ardent Financial Planning

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Profile bio

About Gary O'Brien

As a Chartered Financial Planner and Resolution accredited divorce specialist with over 20 years’ professional experience, I work with families, professionals/entrepreneurs and those in retirement, to provide the best possible independent financial advice.As a Resolution member, I specialise in working with divorcees, providing informed, non-judgemental and practical help to those that need it. At Ardent we specialise in providing financial plans to both individuals and companies, tailored to their needs. It is my aim to ensure my clients financial goals are identified and can be achieved over the short, medium and long term.

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Gary O'Brien's current company

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Ardent Financial Planning
Ardent Financial Planning
Chartered Financial Planner and Independent Financial Adviser
york, united kingdom
Website
Employees
6
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4 roles

Gary O'Brien work experience

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Chartered Financial Planner And Independent Financial Adviser

Current

Stillington, York

At Ardent I work closely with my clients to support them with investment portfolio planning, pensions, divorce and estate preservation. Using our cash flow modeler, we analyse client’s current situation and can accurately plan for their future.I am often asked questions such as; should I transfer this pension or leave it where it is? How can we divide our assets equally to give us both the best possible future? How do I invest my money to ensure my family are looked after in the future? I will work with my clients to assess these questions through a full fact find which then enables me to provide the best financial plan to suit their lifestyle and needs.If you have questions about retirement or your financial future, feel free to drop me a line and we can arrange a call, my email is, gary@ardentuk.com

Jan 2005 - Present

Marketing Manager

York

Providing marketing support to various areas of the business, including direct marketing and the national sales force.

Jan 1996 - Jan 2005

Sales Consultant

South West

Selling financial products and services to intermediaries in Somerset, Dorset and Devon.

Jan 1990 - Dec 1995

Actuarial Assistant

York

Assisting with the annual company valuation, and calculating transfer values for pension scheme wind ups.

Nov 1985 - Dec 1989
Team & coworkers

Colleagues at Ardent Financial Planning

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8 education records

Gary O'Brien education

Financial Adviser Certificate, Finance And Financial Management Services

Society Of Trusts And Estate Practitioners (Step)

Private Client Investment Advice And Management

Chartered Institute Of Securities And Investments

Chartered Financial Planner

Chartered Insurance Institute

Collaborative Divorce Accreditation

Resolution

Fellowship Of The Personal Finanance Society

Pfs

Maths

Nunthorpe Grammar, York
FAQ

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What company does Gary O'Brien work for?

Gary O'Brien works for Ardent Financial Planning.

What is Gary O'Brien's role at Ardent Financial Planning?

Gary O'Brien is listed as Chartered Financial Planner and Independent Financial Adviser at Ardent Financial Planning.

Where is Gary O'Brien based?

Gary O'Brien is based in York, England, United Kingdom while working with Ardent Financial Planning.

What companies has Gary O'Brien worked for?

Gary O'Brien has worked for Ardent Financial Planning and Aviva.

Who are Gary O'Brien's colleagues at Ardent Financial Planning?

Gary O'Brien's colleagues at Ardent Financial Planning include Amelia Headley, Mark Fisher, Dan Sanderson, Ruth Norman Cfp™, and Elain Hughes.

How can I contact Gary O'Brien?

You can use AeroLeads to view verified contact signals for Gary O'Brien at Ardent Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Gary O'Brien attend?

Gary O'Brien holds Financial Adviser Certificate, Finance And Financial Management Services from Society Of Trusts And Estate Practitioners (Step).

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