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Ardent Financial Planning

At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financial planning and advice, tailored for you.

18 September 2017
Yorkshire and Humber
Local Alliances:
Yorkshire & Humber Dementia Action Alliance, York Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

Ardent are very proud to have three very committed directors who are passionate not only about the work they do, but also the community they work and live in.  In particular one director, Michael Oglesby who specialises in later life advice and is a leader in his field. Michael is part of the York Dementia Action Alliance group as well as having close links with solicitors and care home owners through the city.  Michael actively promotes his commitment within the city by being an advocate for dementia awareness.  

 In addition to this Ardent has ensured that all of its team has been trained in the awareness of Dementia, and Ardent are also currently looking to volunteer with some local charities.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

One of the key issues is overcoming the stigma of dementia and lack of awareness so it is key that we raise awareness in our communities.  However, in York, we are very fortunate to have various services and support groups to make York a dementia friendly city.

 For example, Joseph Rowntree’s Trust who were the instigators of the DAA Age UK York, Alzheimer’s Society, Dementia Forward to name but a few.  In addition to this various businesses throughout the city are members of the DAA and proactively raise the awareness of Dementia throughout the city via colleagues, friends and families, which is something undertaken by Ardent.

 At Ardent we are aware of what a big task this is, but are proud to be at the forefront of this new movement.

Member website


2. Actions

  • Engage our staff in raising awareness of the needs of people with dementia

    Arrange further training with Dementia Forward for new starters and refresher training for those who have requested it.

  • Michael Oglesby (Director) to become a Dementia Champion

    To pass knowledge to other members of the team both existing and future ones. To be an active member of the Local Dementia Action Alliance promoting working towards being “Dementia Friendly” to other local business and the wider community.

  • Ensure best practice, how we can ensure our employees are supported if they have family members with dementia

    Review and potentially modify our existing policies and procedures to ensure that we can provide appropriate support to staff who themselves may need to support family members with dementia.