ARK Financial Planning
Independent Financial Advisers
ABOUT US
ARK Financial Planning are an expert team of Independent Financial Advisers based in the beautiful village of Delph, Saddleworth.
Established for over 20 years, ARK is run by a team who collectively have over 100 years of experience within the financial services industry.
With this experience of helping clients to manage their wealth, ARK excel in providing full wealth management solutions to individuals and businesses.
From early meetings where we’ll discuss your current situation and your future plans, to monitoring your investments on an ongoing basis, we pride ourselves in providing the kind of personal one-to-one service you only get from a small local team of experts.
OUR MAIN FOCUS
A FUTURE-PROOF FINANCIAL PLAN
Financial planning is about providing certainty in an uncertain world. We help to build a financial plan that gives you clear direction and provides for your future financial security.
PEACE OF MIND
We work with clients across a broad range of backgrounds, often with the common aim of securing financial peace of mind, answering the questions to which you want answers.
SEAMLESS
PROCESSES
Underpinning our approach to securing your financial future are regular reviews of your financial plan. By doing this and establishing a plan that is regularly tested, we help mitigate the risk of not achieving your desired goals thereby providing you with financial peace of mind.
CASE STUDIES
ANDREW & JACQUELINE - THE WEALTH ACCUMULATORS
Andrew and Jacqueline, both in their 50s and both having worked hard to develop their careers had seen their children fly the nest. They had enjoyed a nice lifestyle but realised that retirement and sustaining that lifestyle was likely to be a growing concern. Having dealt with a number of financial advisers in the past they never seemed to develop a working relationship with one. After hearing about ARK from friends they got in touch. We at ARK managed to review their existing provision, provide them with a clear path forward with agreed actions and timescales within a risk profile ideally suited to their requirements to enable them to successfully plan for their retirement.
Andrew & Jacqueline know that their retirement planning is in safe hands and they are working with a trusted partner to help them along the way.
WHO WE WORK WITH
ARK work with individuals who feel they would benefit from some formal independent financial advice. We at ARK believe it is our role to help clients achieve their short, medium and long term goals, we do this through an informed investment philosophy and robust investment process.
We are successful in helping clients who want to make sense of their financial wellbeing be that for retirement, accumulating wealth or making the most of existing capital. At ARK we work in partnership with our clients to make sure their finances are aligned to their financial and lifestyle goals.
HOW WE DO IT
PARTNERSHIP
A partnership that provides ongoing support and advice, providing you with financial peace of mind over the long term.
UNDERSTANDING
A financial plan isn’t just about your investments or pensions, it’s about your lifestyle, what you want to achieve with your life, both now and in the future.
PLANNING
Be that for retirement, accumulating wealth or making the most of your existing capital, we work alongside you to ensure your finances are aligned to your financial and lifestyle goals.
AGREEING
We agree a strategy ensures all your investments are aligned to your financial plan. What’s important is that the financial plan comes first - once this has been agreed, we will then advise on the products and investments required to support the plan.
LISTENING
Understanding to you and your future plans, working alongside you and helping you to make the right decisions at the right time.
MONITORING
We will monitor your financial plan and the investments and products within it by using market-leading risk management tools. We look at your overall investment strategy regularly. If changes are required then we’re proactive in suggesting these as and when necessary.
BUILDING
A trusted relationship means what we really deliver is peace of mind, ensuring your finances are managed in a way that is right for you, so that you can get on with enjoying life.
SINGLE POINT OF CONTACT
We make sure that you always have the advice you need at the ready. Call or email us whenever you need to talk something through. We will catch up face-to-face at least once a year; although it’s likely in the early stages that we will need to meet more frequently.
FEATURED IN
TESTIMONIALS
My husband and I have been with ARK Financial Planning for over 15 years. Unfortunately my husband died May 2022. This past year has been very difficult for me and my children. Philip Stevenson, Bradley and Rebecca have really helped us with our loss. They have been there whenever I needed them. They have all eased my worries over and over.
This painting (behind) is a huge thank you to all of them.
Jane Bracey, Rochdale
For new clients; we offer a complementary, no obligation chat with one of our advisers to discuss how we can help you.
Please provide us with your details below and one of the team will be in touch.