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Gardner Financial Management – Financial Advisers in Solihull, offering Pension advice, Investment advice and Mortgage advice throughout Solihull and Warwickshire

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Gardner Financial Management - Testimonials

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Lee explains things in a clear and concise way and has a great forecasting model which can flex according to your differing financial needs as you progress through retirement. He has a calm and reassuring manner and you feel he is genuinely trying to do the best for you.

Steve C. - Meridan

"We would like to express our sincere thanks to Lee and his team for all of their hard work, guidance and advice over the past years. Lee and his team have handled our financial affairs in an excellent and professional way. Lee's dedication, knowledge and interest in achieving the best for his clients is what makes him our trusted Financial Adviser. His dedication and attention to detail sets him apart from others. We would highly recommend GFM to anyone who wants to achieve better financial outcomes. In recent weeks Lee and his team proactively secured a new 5 year fixed mortgage deal for us, several months before the end of our existing deal, ensuring the impacts of interest increases (which are continuing at pace) were manageable for us. The result of this action has saved us £600 per month". 

September 2022

Mark and Amy - Solihull

As ever, Lee and Jacqui have provided me with an excellent service. I always find them to be knowledgeable, friendly, helpful, easy to do business with and I trust them implicitly. I would not hesitate to recommend them to other prospective clients.

Nick T - Stratford-Upon-Avon

 I am very pleased with the advice and results that have been achieved over many years. I feel that Lee and his team go the extra mile to ensure that my investments are properly managed.

David - Halesowen

Initially, I looked for support on mortgages for investment properties as when looking at options through my own bank and online didn’t deliver near the stretch I needed. I was recommended Lee through a friend. With changing roles I also needed expert help with a private pension, insurance plans and as time went on ensuring I got the best home mortgages and pension growth. Lee’s ability to listen and provide excellent options for high quality products is industry leading.
Over the years Lee has patiently and consistently helped me and my family create a secure financial future through investment mortgages, private pension planning, critical life insurance, specialist home insurance and pension transfers. He constantly reviews them and when there are significant new benefits for me he always got in touch.
 
All transactions with the advice from Lee and products that he recommended have resulted in very strong returns for me. His online portal allows me to see everything in one place and Lee can model returns on different options which is of particular interest when planning a retirement even if many years in the future, this was very useful to ensure I am on the right track.
His attention to detail and speed meant every transaction I have done with him has been hugely successful and exceeded yearly averages every year. His mortgage support over the years on many products has allowed me to achieve all that I intended and more. Most importantly his advice along the way was spot on. It’s a team game when it’s an advisor/ client relationship and Lee’s advice when I was bouncing thoughts to land an outcome was always spot on and massively helpful. His knowledge of all regulations and guidance is excellent and he is always flexible and accommodating with meetings. I highly recommend Lee and his team.

Kevin - Warwick

Lee and the team at Gardner FM helped me navigate my way through the minefield of consolidating my pensions. From day one the service was excellent and the process was concluded with smooth and reliable efficiency. Highly recommend them.

Stephen - Meridan

Following a sudden turn in my health I decided the best course of action was to bring forward my retirement so that I could enjoy some good quality years.

Lee not only reviewed all of my pension pots from various employers he also help me to identify a pension pot which I had totally forgotten about.

In the short term yes, I've now got a drawdown arrangement in place which is providing me with an income. 

 

Geraint -

Warwick

The team at Gardner were fantastic. As a first time buyer I was really unfamiliar with the process but they took care of everything. Their help and support was invaluable. They answered all my silly questions, had a really proactive approach and pre-empted my other needs. I would recommend and use again!' Best wishes

Victoria

We are beyond impressed with the service provided by the team at Gardner Financial Management. From the moment we reached out, their team offered expert advice and tailored solutions to meet our mortgage needs when buying our new house. They took the time to explain everything clearly and worked closely with our mortgage company to ensure everything went smoothly. The level of professionalism and attention to detail was exceptional. Highly recommend for anyone seeking reliable financial support. We intend to use them for future financial advice.

 

Piers F.

Kent

 I needed financial advice related to a divorce. Lee identified a range of mortgage options that met my needs very well. I have very specific needs - I am an older man needing to remortgage and Lee was very much on the ball about what would be right for me. Lee then provided excellent support during the application process, understanding and responding to my needs and concerns. In purely financial terms the mortgage deal is excellent but more than that, the customer care has been superb. 

Rupert Feld

Gardner Financial have been invaluable in organising several financial matters for me over the last few years. They have a friendly and helpful team who were always ready to answer questions.

Simon Stevens

After numerous attempts to secure a mortgage, my friend and I had almost given up hope. However, after hearing about GFM we decided to have one last go. Lee and the team were fantastic from the start and found us a lender almost immediately. Despite this initial excitement, there were still several ups and downs, twists and turns, as the status of my friend’s employment caused the lender consternation. However, everyone at GFM persevered and supported us along the whole journey … Eventually we got the house! I can quite confidently say that this would not have happened without Lee and the team. Thank you for everything.

Alex Jack

Friendly, fast and efficient, with outstanding Service throughout the entire process. Really happy and would recommend to anyone.

John Anderson

Great Service, Friendly, Quick & Reliable. Always called me back and answered even my most silly of questions. Will definitely recommend - Very Happy Indeed! 10 out of 10! 

Nick Peters