Lee Gardner
Gardner Financial Management
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £250,000
0330 038 8938
Based in Kenilworth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 June 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Lee has not received any client reviews in the past 12 months
Lee has not received any reviews in the last 12 months
Lee has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
49
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 49 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 49 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 June 2025
Lee and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Lee has not received any client reviews in the past 12 months
Lee has not received any reviews in the last 12 months
Lee has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
49
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 49 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 49 first impressions)
What keeps you awake at night when it comes to money? Perhaps it’s uncertainty about your financial future, the lifestyle you dream of in retirement, or the steps you need to take to make it all possible. At Gardner Financial Management, my mission is to provide clarity, confidence, and peace of mind. I am passionate about helping clients make better financial decisions so they can live their best life—not just today, but for years to come. Financial planning is so much more than numbers and spreadsheets. It’s about understanding your values, your goals, and the life you want to lead. It’s about creating a plan that empowers you to make the most of your money, so you can focus on what truly matters to you—whether that’s spending time with family, pursuing lifelong dreams, or simply feeling secure in your financial future. For over 35 years, I’ve stood alongside my clients, helping them navigate life’s big, small, and unexpected decisions. Together, we’ve built plans that are as unique as the people they’re designed for. When you work with me, you’re not just getting financial advice—you’re gaining a trusted partner who will guide you every step of the way. All initial meetings are complimentary and can be held via phone, video, or in person. Let’s start a conversation about your financial future. https://www.youtube.com/watch?v=1b5ZZe1it5s
Offers available through VouchedFor
Contact Lee through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lee's clients
Based on responses provided by clients who have reviewed this adviser
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