We are dedicated to creating a meaningful, long term relationship with you, that is based on understanding , knowledge and a commitment to help you achieve your financial goals.
We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.
We understand that everyone’s different, and that’s why our financial planning approach is as individual as you. We know the financial side of life can be complex and that’s why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.
Our team are happy to meet at a day, time and location most convenient to you, and these meetings are usually arranged by prior appointment.
I am passionate about providing good sound financial advice to my clients. I have been involved in helping my clients achieve their financial goals for the last 30 years.
I really enjoy helping our clients with their pensions and investments and seeing them achieve their goals and enjoy the life they deserve. I’ve worked in the Insurance Industry for 30 years for major companies before helping set up Gardner Financial Management with Lee. Outside of work, I’m mum to 2 children and spend most of my time in the car travelling between football, tennis matches and piano lessons. When I’m not working or acting as a taxi-driver, I love to sing, bake and walk.
Alison has previous experience of working for the Halifax and brings a wealth of knowledge to her role. She is responsible for the processing and administration of mortgage applications and will help progress your mortgage from application stage right through to completion.