Gardner Financial Management

Independent Financial Adviser Unit 8 Hatton Technology Park, Dark Lane, Hatton, Warwickshire, CV35 8XB
First meeting at adviser's own cost
Response rating
8.1 /10
FCA verified
9th September 2019
A highly experienced financial planner helping individuals and families achieve their retirement and financial goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Lee Gardner DipPFS
Certified Financial Planner
Alison Watts
What our clients say
This is a friendly, professional, no jargon team. I would not hesitate in recommending them to anyone
Alison B, Redditch
Lee and the team understand the Financial services business well and treat individual customers with a personal touch which makes doing work with them a pleasure.
Martin Peach, Leamington Spa
I rate Lee and his staff at Gardner Financial Management very highly. Lee is very knowledgeable on everything you need. I have mortgages , Pensions and life cover arranged and I would never go anywhere else. Personal finance is a minefield that’s why I leave it to the experts
Gary Parkes, Nuneaton
Thank you for all your help and support with our house move
Sophie B., Balsall Common
To the team at Gardner FM, we cannot thank you enough for helping us buy our first home. We are so happy here, best wishes
Hayley Forsdick, Knowle, solihull
Where to find us

Unit 8 Hatton Technology Park, Dark Lane, Hatton, Warwickshire, CV35 8XB

Make an enquiry
About us

Our team brings a wealth of experience in helping our clients understand their finances. Each client's circumstances are different and we always take the time to understand your hopes and aspirations before putting together a financial plan to achieve your goals. We believe in simple straight forward financial advice in plain English..
We are dedicated to providing the best level of service we can.
Our team approach to looking after our clients means that every one of us knows every client.
Our clients really value the personal touch we bring.

Our services

As your adviser, our job is to give you answers to your financial questions in plain English, so you can make educated and informed decisions about your money.
We specialise in helping clients who are considering their retirement, or have actually retired and want help and guidance in managing their money through this process.
Using cash flow modelling we can help you work out how much money you will need in retirement. Importantly this will give you the confidence to have the best retirement you can possibly have and ensure that you will not run out of money.

Advice methods
  • phoneButton
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Gardner Financial Management Ltd is authorised and regulated by the Financial Conduct Authority, reference 732088.

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