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
9.4/10
FCA verified
12th November 2018
A highly experienced financial planner helping individuals and families achieve their retirement and financial goals.
We can advise you on
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Taxation planning
Meet our advisers
Lee Gardner DipPFS
I F A
Accreditations
Certified Financial Planner
adviser-person
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

Contact us
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
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

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

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