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
9.5 /10
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • 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
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
Meet our advisers
Alison Watts
Lee Gardner DipPFS
I F A
Accreditations
Certified Financial Planner
What our clients say
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
Thank you for all your help and support with our house move
Sophie B., Balsall Common
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
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
This is a friendly, professional, no jargon team. I would not hesitate in recommending them to anyone
Alison B, Redditch
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
    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
£125,000

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