What We Do

We treat all of our clients as individuals and do not believe in a ‘one size fits all’ approach to financial advice.  We work on the basis that products should fit the client, rather than fitting the client to the product.  We are proudly independent which means that we can access the entire financial services and investment markets to find solutions that are just right for you.

Arden Associates can offer a wide range of financial planning services to you as both an individual and a business:

Personal Financial Planning

  • Comprehensive Personal Financial Planning
  • Investment Planning
  • Estate Planning and Inheritance Tax Mitigation
  • Pre and Post Retirement Planning
  • Life Assurance and Critical Illness Cover
  • Residential Mortgages and Buy To Let
  • Equity Release and Lifetime Mortgages
  • Private Medical Insurance

Business Financial Planning

  • Pension Planning including Self Invested Pensions and Small Self-Administered Schemes
  • Directors and Executive Retirement Planning
  • Group Pension Schemes
  • Associated Employee Benefits
  • Shareholder Protection, Succession Planning and Key Person Protection