Helping you achieve your financial goals
We understand that everyone’s different, and that’s why our financial planning approach is as individual as you are.
I am a trusted financial planner and provide advice on how to manage your money more effectivley.
I have over 30 years of experience and skill and I provide personal bespoke advice on helping you achieve your financial and life goals.
Each persons situation is unique and I always take the time to understand their hopes and dreams, before putting together a financial plan to help them achieve those goals.
From the biggest decisions you make, to the small things in life, we’re here to help you make the most positive impact on your financial health.
our promise to you...
Ensuring you have sufficient liquidity both now and in the future (cash management)
Evaluate and measure the risks affecting your planning, consequences of disability, premature death or even longevity
Estate Planning and minimising the impact of inheritance tax and ensuring your assets are distributed in accordance with your wishes
What is financial planning?
Financial planning is about helping to structure and manage your finances to achieve your objectives. This includes the efficient use of existing resources, ensuring tax efficiency, delivering the level of access and control you require and perhaps also considering how your accumulated wealth can be passed on to the next generation.
Ideally, planning should be undertaken in the context of your total finances i.e. holistically and this is the requirement for a great many of our clients. Understandably some clients wish us to advise them in more limited areas.
Regardless of the scope of our advice, our financial planning is all about you, your aspirations and your circumstances. In other words, it’s highly personal and so is our service.
The Financial Planning Process involves developing strategies to help you manage your financial affairs so you can build and preserve wealth, achieve financial security and most importantly enjoy your life.
With a wealth of experience in Financial Planning, our team of financial advisers will ensure you receive the best advice possible. With clients throughout Birmingham, Solihull and Warwickshire you can rest assured you are in safe hands with Gardner Financial Management.
FREE CONSULTATION
Our team
Your own Personal Finance Portal
All of our clients get access to their own client portal from Gardner Financial Management.
The Personal Finance Portal allows us to communicate with you safely, share important documents and give you access of your finances.
Start your journey
Book your 30 minute initial chat today.
In this meeting Lee will find out more about you, what you’re looking for, if we are suitable and how we can help.
This meeting is at our expense.