Ardmore Financial Planning

Ardmore Financial Planning Ltd is an independent financial advice firm that prioritises building trust and fostering enduring relationships with our clients. We take great pride in our expertise and experience and offer bespoke services that cater to the evolving needs and circumstances of our clients. Our primary goal is to add real value to our clients' lives and create a successful financial management experience for them.

We understand that contentment comes from understanding what one has, identifying what is important, and forming a clear vision of the path to making things better. Our philosophy is to ensure our clients feel comfortable, relaxed, and focused on what truly matters to them. We take the time to understand their priorities and work with them to achieve this.

Our Team

Our team is made up of dedicated professionals with a wealth of experience in the financial services industry. Our team members are committed to excellence and consistently uphold the highest standards of integrity and professionalism.

*Scott Warren (Managing Director)*

Scott Warren, our Managing Director, brings a deep expertise and experience in handling complex estate planning cases, ensuring that inheritances pass to the intended beneficiaries with minimum taxation or delay. Scott is also responsible for overseeing the investment strategies, including asset allocation and selection of investment funds, due to his economics background.

*Jan Warren (Director)*

Jan Warren is responsible for managing the business side of Ardmore, with duties including regulatory returns, management accounts, and staff management. Jan's background in the NHS and financial services gives her a unique perspective on managing the business side of things.

*Lynne McPheat (Financial Planning Consultant)*

Lynne McPheat offers specialist tax planning, business, and pension advice, having gained the highest level of qualification available in the financial services industry. Lynne joined Ardmore after being inspired by her studies in business, and her interest in financial services has grown ever since.

*Bernadette Hamilton (Paraplanner)*

Bernadette Hamilton has worked in financial services for many years and brings her wealth of experience to the small business environment at Ardmore. Bernadette has gained a Diploma in Regulated Financial Planning and provides efficient support to our financial advisors.

*Sally Pringle (Paraplanner)*

Sally Pringle has an Honours Degree in International Business and Finance and a Masters degree (with distinction) in Investment and Finance. Sally's involvement at Ardmore started as an intern while doing her Masters, but since graduating, she has become a full-time member of staff and is continuing with her studies.

*Casey Davis (Paraplanner)*

Casey Davis has an Honours Degree in Human Geography, which emphasises demographics, economics, and politics. Casey's involvement in current affairs both nationally and internationally provides an excellent foundation for a career in the financial services industry.

Our Services

We offer a wide range of services designed to meet the needs of our clients. These include:

• Financial Planning
• Investment Advice
• Retirement Planning
• Inheritance Tax Planning
• Life and Critical Illness Cover
• Business Advice

At Ardmore Financial Planning Ltd, we recognise that each client's financial needs and goals are unique, and we offer a flexible approach that caters to individual requirements. We are committed to providing our clients with the highest level of service and strive to build long-lasting relationships based on trust and transparency.