A.R.D. Consultancy Limited - Falkirk

Elke L.

In times of financial upheaval it is great to have the steady input of a confident Financial Advisor. At our recent Annual Review we had an excellent session with Conrad Barrie. He took the time to answer all our questions and was very thorough and thoughtful in his approach. As always, we appreciate ARD's unique blend of professional and personal touch.

Clare P.

We really appreciate the time and effort the team at ARD put into preparing everything for our review meeting and for answering all of our questions so thoroughly. Andrew and Conrad were both incredibly helpful—professional, knowledgeable, and genuinely friendly throughout the entire process. The report they produced was clear, detailed, and has given us a solid understanding of everything we needed to know. It’s clear how much care and effort went into their work. Thanks again to them both for being so approachable and easy to work with!

moira R.

We met with Andrew for our initial meeting and we indicated what we wanted from our investments. The meeting was very relaxed as Andrew wanted to know a bit about us as individuals.
we arranged another meeting this time with Daniel who lead us through a questionnaire which then indicated which type investments met our needs. Our next meeting was with Andrew who brought the findings of the first two meetings together and he discussed and outlined the portfolio which best met our requirements.
The ARD admin team set up the next steps which were made seemless for us.
we would highly recommend ARD for any Investment advice and should we have any queries ARD will respond promptly.
ARD as a team are highly efficient and they were on hand to support us throughout the process

John D.

I invested with Andrew and ARD 5 years ago upon retiring and looking for a 5 star local company to invest my retirement lump sum for the long term. Throughout the past 5 years since investing I've had nothing but great things to say about ARD. I meet regularly with Andrew and he and his staff are always so pleasant and helpful. Andrew explains the markets and my options very clearly and has effectively communicated and navigated through difficult times with Brexit and Covid etc.
ARD make you feel wanted and that you matter which not all companies do nowadays.
Quality coffee and in-house table football at my reviews also goes down well 🙂
5 star service definitely !

Mandy M.

I had meetings with Daniel and Andrew, and both
were very welcoming and friendly, I felt very at ease.
Everything was explained thoroughly, and was encouraged to ask any questions and contact them at any time should I need to.
Great communication, i was kept up to date with any progress.
I would recommend A R D consultancy and will definitely take my business there again, in the future, should I require their services.

David L.

From initially meeting Andrew and some of his team at a local community event A.R.D Support, I was really impressed with their friendliness and knowledge of the area. I approached them with regards to looking after my investments; and everything from the first consultation, to going through in great detail with Andrew and his team about financial mechanisms was clearly explained to me openly in understandable and relatable terms. I now feel confident in my decision to go with A.R.D. and can witness how this new boost of input is making a promising return. What makes the company stand out are their personal touch, excellent feedback, careful administration and clear communication. I would highly recommend this organisation to expertly handle your investments!

Alex W.

Having read reviews, I employed ARD's services to provide options with consolidating two pensions. One deciding factor was being able to deal with them in person.

After initial introductory chat with Andrew... Daniel gathered information relating to my (and partner's) personal financial profile, aspirations and attitude to risk.
Andrew then provided a detailed summary and various options to consider going forward.
Once I made my decision, Maureen and Stacey put that into action.

Andrew and the team were very personable and profession, and I would highly recommend their services.

Fiona A.

We have been clients of ARD for many years and have found their service to be second to none.
They are friendly, approachable and make understanding your finances easy for those of us without much knowledge or understanding of investment.
You really feel that the team know you as a person and are always ready to help with a smile and, quite frequently, one of Andrew's many jokes!
I would have no hesitation in recommending ARD for any aspect of financial management.