Reviewed for
Insurance and Protection ( 26 )
Mortgages ( 55 )
Pensions ( 65 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 10 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 12 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 9 )
£100k - £200k ( 10 )
Up to £50k ( 22 )
£50k - 100k ( 9 )
Client reviews
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Worcestershire
What were the circumstances that caused you to initially look for an adviser?
Personal pension
How has Lee Gardner helped you?
Lee has always given me great advice and found the right products for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Absolutely nothing
First impression from a user who is not yet a client
July, 2023
Overall
Please provide a brief comment about your experience with Lee
Lee answered my questions thoroughly and professionally providing simple clarification to help my understanding. He referenced his answers to current financial guidance giving me the absolute confidence to proceed with my financial plans. Excellent service - thank you.
Lee's reply
To Geoff Thank you for your positive feedback it is really appreciated Lee
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Previously given poor advice by other advisers.
How has Lee Gardner helped you?
We we’re given honest, sound advise and saved us money on various policies.
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Hi Andrew Thanks for the positive review. We will have to have a catch up at some point Lee
First impression from a user who is not yet a client
May, 2023
Overall
Please provide a brief comment about your experience with Lee
Lee rang on time as arranged and was very helpful. He explained everything clearly and I’m happy with his advice and information given.
Lee's reply
To Lynda Thank you for the positive feedback. Lee
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Mainly pension and income
How has Lee Gardner helped you?
Very much
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Lee's reply
To Kathryn Thank you for your positive review ! Lee
Repeat review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Staffordshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Lee has advised on my pension and financial planning for my retirement
Lee's reply
To Simon Thanks for the great review Lee
Repeat review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Warwickshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Sensible and informed advice on savings based on today’s financial market.
Lee's reply
Hi Christine Thank you so much for the positive review. I just wanted to give you some feedback on the following question Has Lee asked you to recommend them to people you know? No Just to let you know we would be happy for you to recommend anyone else who you feel could benefit from our services.
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
After completing a management buy out I needed financial and pension advice for myself and the business.
How has Lee Gardner helped you?
With Lee's help i have a better understanding now of what my goals are financially.
Have you seen the outcome you were hoping for?
I can see a clear path towards my goals now.
What could they have done better?
Nothing really, i am very happy.
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Needed to bring together a number of pension funds acquired with different employers and self employment.
How has Lee Gardner helped you?
Successfully sorted out some untidy (and uncooperative supplier) funds into a single and potentially highly stable solution. Provided excellent financial planning advice for ongoing strategy.
Have you seen the outcome you were hoping for?
Exactly, a single fund in (so far) confidence giving hands.
What could they have done better?
More cakes? Nothing else, thank you.
Lee's reply
Hi Tony - thank you for the positive review. It has been a pleasure working with you over the years. Lee
Repeat review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Worcestershire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Continued to watch my financial affairs with advice where needed.
Repeat review from verified client
April, 2023
Overall
Value
Service
Advice
Based in West Midlands
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
He always keeps in touch offering the opportunity to contact him should I need to
Repeat review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Warwickshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
His advice alway can understand what he saying no flannel or bullshit straight talking alway ready to help with financial advice no my wife is on board with Lee as she says he knows what he talking about
Repeat review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Warwickshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Lee is fab, always at end of the phone for advice whether it be our pension or mortgage. Lee explains everything very clearly so we are always aware of our options etc
Lee's reply
Thank you so much for your review Katie, always a pleasure dealing with you and Kevin.
Repeat review from verified client
December, 2022
Overall
Advice
Service
Value
Based in West Midlands
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Lee is a great support for me personally and also for my business. His advice has always been sound and we have built up a relationship of trust which is very important for me.
Repeat review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Worcestershire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Lee always has interesting and worth while up to date advice to give me to help with my future financial planning
Repeat review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Hertfordshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Given sage advised around mortgages
Lee's reply
Thanks for the review Sharon I hope you are well Lee
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on consolidating my pensions into an Ethical and Sustainable pension fund.
How has Lee Gardner helped you?
Lee reviewed my various pensions and presented a proposal to consolidate them into a fund that match my investment profile.
Have you seen the outcome you were hoping for?
It's too early to determine
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
To assist in planning what to do best with my pension.
How has Lee Gardner helped you?
Very much so and also reduced the anxiety that goes with where’s the best place to secure your pension.
Have you seen the outcome you were hoping for?
Initially yes but the markets and the the various issues and events that have and are still ongoing dictate the situation.
What could they have done better?
I do not think anything else could have been done.
Lee's reply
To Paul Thanks for your review Lee
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Necessity to remortgage BTL portfolio
How has Lee Gardner helped you?
Sensible sound one to one friendly all round help
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lee's reply
To Stephen thank you for your positive feedback ! I will pass this on to the rest of the team Lee
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Pension & investment advice
How has Lee Gardner helped you?
Lee has helped to make a plan for our upcoming retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lee's reply
Hi Tania Thank you for your kind review Regards Lee
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Myself and my partner were looking for a joint mortgage. We started to see the market changing, but Lee and Vicki were amazing help in guiding us throughout it all
How has Lee Gardner helped you?
With excellent advice initially and always being there if needed. Fantastic customer service
Have you seen the outcome you were hoping for?
Absolutely. We got the best deal possible.
What could they have done better?
No, they was brilliant. Worth every Penny.
Lee's reply
To Darren - thank you for the great review, it was a pleasure being able to help you and we look forward to helping you again in the future.
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Staffordshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Not pushy giving sound advice at the same time.
Lee's reply
To Ian Thank you for your positive review ! Lee
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
We were buying our first home and needed mortgage advice.
How has Lee Gardner helped you?
Since our initial mortgage application Lee has helped each time our mortgage has need renewing, finding us the best possible deals.
Have you seen the outcome you were hoping for?
We feel the advice we were given has help navigate us to the best deals available.
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I had a bad experience managing myself
How has Lee Gardner helped you?
Wise and sound advice which has helped my portfolio grow over the years.
Have you seen the outcome you were hoping for?
Yes, in all areas my portfolio has grown in line with expectations given to me by Lee.
What could they have done better?
Nothing
Lee's reply
To Brian Thanks for your positive review ! Lee
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Ceredigion
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Reassured us we can retire
Repeat review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Warwickshire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
We discussed my pension and investments and how to proceed for the best returns in the future, Lee reassured me and gave sound advice.
Review from verified client
July, 2022
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Lee and his team provide numerous financial services to a number of my colleagues and several had recommended his services for mortgage's as well as general financial advice.
How has Lee Gardner helped you?
Lee and his team ran through the options available to me in my current financial position giving the positive and negatives to all scenario's. They secured me a very competitive mortgage in the current market with minimal fuss or confusion from my end. They further assisted by putting me in contact with other professional services I may require such as vetted solicitors and life/income insurance without putting any undue pressure on me to use those.
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Hi Matt Thanks for your kind words - I am glad we could help and I will pass this on to the team Lee
First impression from a user who is not yet a client
June, 2022
Overall
Please provide a brief comment about your experience with Lee
.
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Lee
Honestly a man who knows his profession. Very impressed I recommend highly.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I needed some one to help me get a good return on my pension
How has Lee Gardner helped you?
He advised me to put my pensions in one policy and advised me about my savings
Have you seen the outcome you were hoping for?
Yes very good advice.
What could they have done better?
No done there best to help me with my funds
Repeat review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Worcestershire
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Always sound and clear advice given. I always feel I can trust Lee.
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Lee
Lee was very thorough with his approached and listened and qualified all of our requirements articulately. He ensured everything was covered and made things very simple and easy to follow.
First impression from a user who is not yet a client
October, 2021
Overall
Please provide a brief comment about your experience with Lee
Lee was easy to talk to and very experienced and knowledgeable
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Lee
Had an interesting and informative chat, but feel that I need to find a specialist estate planning or wealth management consultant.
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Lee
Very helpful and answered all my questions and gave very good advice
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Lee
Good, clear advice given regarding my personal circumstances and inheritance tax planning. Would consider using him in the future.
Lee's reply
Thank you for your feedback Kim - I look forward to helping you in the future. Lee
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Lee
The information provided was genuine and I felt very reassured by his advice . Will definitely be using him for financial advice in the future.
Lee's reply
Thank you for your review
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Lee
I found Lee very professional right from first point of contact. A meeting was arranged and I felt very comfortable discussing my financial situation with him. Pleased with the level of financial advice received.
Lee's reply
Thank you so much for the great review and feedback - Lee
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Lee
I found Lee to be trustworthy, friendly, empathetic and patient. I was quite apprehensive about asking for advice and worried about not understanding all the jargon, but Lee explained it simply for me. I will certainly be using his services in the future.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Lee
Clear, objective advice and no hard sell, just great information. Thank you Lee.
Lee's reply
To Michael Thank you for your feedback Lee
Repeat review from verified client
December, 2020
Overall
Advice
Service
Value
Based in West Midlands
This review is a follow-up review from a client who left a review previously.
How has Lee Gardner helped you since your last review?
Lee has been advising on a variety of investment plans for me. His advice is always sound and he and his team always sort matters out quickly and efficiently
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Lee
Excellent advise
Lee's reply
Thank you for the review Stephen
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Lee
Extremely helpful and takes timely action with issues
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Lee
Very positive so far. Choosing a Financial Adviser is a big decision, but Lee is definitely in serious contention.
Lee's reply
To Caroline Thank you for your first impressions - I am glad i am in contention and i look forward to working with you. Lee
Review from verified client
July, 2020
Overall
Advice
Service
Value
Based in Worcestershire
What were the circumstances that caused you to initially look for an adviser?
Mainly pensions
How has Lee Gardner helped you?
Sorted out all both mine and my husbands pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Absolutely nothing always helpful friendly and professional
Lee's reply
Hi Sue Thanks for the positive review i hope you and Dave are well regards Lee
Review from verified client
June, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has Lee Gardner helped you?
Good advice and understood the market.
Have you seen the outcome you were hoping for?
Yes mortgage completed
Lee's reply
Thank you for your kind review Jane
Review from verified client
June, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to re-mortgage my buy-to-let property
How has Lee Gardner helped you?
He searched the market to find me the optimum deals for my circumstances and presented me with two good choices.
Have you seen the outcome you were hoping for?
Yes indeed I have
What could they have done better?
No
Lee's reply
Hi Nick - thank you for the great review. Always a pleasure to deal with you Lee
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
For pension
How has Lee Gardner helped you?
Get annuity
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Give me the right advice
Lee's reply
Thank you for the review - Lee
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
I have used Lee, Jacqui and the team at Gardner Financial Services for quite some years now having previously been a client of Debbie Turner before that. Over the years the team have helped me personally with finding the best life protection, mortgage and now pensions advice for me and my family.
How has Lee Gardner helped you?
most recently, Lee has assisted me with the transfer of my personal pension fund into a new company pension.
Have you seen the outcome you were hoping for?
Yes, very satisfied.
What could they have done better?
none, very proactive advice and support given
Lee's reply
Thanks Brett, always happy to help you!
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I had money from an inheritance I wanted to invest.
How has Lee Gardner helped you?
Honest and open advice. He has previously advised my mother and she was also very satisfied.
Have you seen the outcome you were hoping for?
Currently no due to Coronavirus, but fall in value not as much as I thought it would be. Lee has kept me informed throughout.
What could they have done better?
I am very happy with service received.
Lee's reply
Thanks for the review - i hope you are well
Review from verified client
May, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
My first financial advisor retired and recommended Lee to act for me in the future.
How has Lee Gardner helped you?
Lee took on coordinating and advising all of my financial affairs.
Have you seen the outcome you were hoping for?
Yes 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.
What could they have done better?
Nothing. I am satisfied with all aspects of the advise.
Lee's reply
Hi David - thank you for the review, i hope you are well
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
We needed advise for savings and for a mortgage.
How has Lee Gardner helped you?
Advised what were our options.
Have you seen the outcome you were hoping for?
Yes, better than expected.
What could they have done better?
Nothing for us.
Lee's reply
Thank you for the review
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
To be in control of my pension
How has Lee Gardner helped you?
Advise with transferring and consolidating my pensions
Have you seen the outcome you were hoping for?
It was until the virus
What could they have done better?
Have alway found the serves and advice excellent
Lee's reply
To Colin - i hope you and Pat are well, thank you for the review
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Initially a morgatage and because of the excellent service we were able to get advice on other things.
How has Lee Gardner helped you?
Good advice on mortagtage pensions etc
Have you seen the outcome you were hoping for?
100 per cent
What could they have done better?
Nothing we have always have good advice and service and have been a customer of Lee's for some years
Lee's reply
Thansk Karen - i hope you are well
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Gardner helped you?
Visited and gave advise on how to plan and save for my future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I’m aware of
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
I wanted a mortgage in my own name after getting a divorce
How has Lee Gardner helped you?
Him and his team helped me to find the perfect mortgage
Have you seen the outcome you were hoping for?
Yes they took the hassle out of doing all the hard work myself I then got them to arrange my pension as well, and they were able to recommend a company to arrange a Will
What could they have done better?
Nothing
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lee Gardner helped you?
Clarified our priorities completely objectively and straightforwardly. Really easy to discuss issues without jargon or unnecessary complications.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Happy right now.
Lee's reply
Hi Tony - thank you for the review
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Been with him from their beginning.
How has Lee Gardner helped you?
In every way just there for you. Only pick up the phone.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
It’s allways to have better but he,s always Done well for us.
Lee's reply
very kind review - thank you. I hope you are both keeping well
Review from verified client
April, 2020
Overall
Value
Service
Advice
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I needed advise on moving my pension pots
How has Lee Gardner helped you?
He was honest and approachable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Lee's reply
Thank you for the review Karen, i hope you are well
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Needed expert advice on my money and investments
How has Lee Gardner helped you?
Lee has given me sound advice over the years
Have you seen the outcome you were hoping for?
I have seen good results so far and Lee has been pretty accurate with his predictions to date
What could they have done better?
Nothing comes to mind
Lee's reply
Thanks for the review Simon, i hope all is well with you and the family
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Parents passed away and looking to invest my inheritance
How has Lee Gardner helped you?
Lee was providing support to my parents before they passed away and he continued to support me with financial advice and helped me invest in products that suited my risk measures.
Have you seen the outcome you were hoping for?
In terms of my own investments it is very early days still, however both of my parents were extremely happy with the outcomes they achieved with Lee's help and support.
What could they have done better?
I honestly cant think of anything that Lee could have done better. He has always been supportive of my family and guided them through their finances with as little or as much support that had been needed at the time.
Lee's reply
Thank you for the kind review its always been a pleasure looking after your family. I look forward to many more years of providing you advice.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Renortgage
How has Lee Gardner helped you?
He managed to save me over £1000 a month
Have you seen the outcome you were hoping for?
Yes
Lee's reply
Simon - thank you for your review I hope you are all keeping well.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Used initially as a pension provider at work , asked for additional advise on private pensions that I had in place .
How has Lee Gardner helped you?
Offered advice and sorted my private pensions so that they were working better for me and all in one place. Also advice on retirement and potential future investments.
Have you seen the outcome you were hoping for?
Ongoing .
What could they have done better?
Nothing at the moment
Lee's reply
thank you for your review and I hope you are keeping well.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Provided services through work place pension
How has Lee Gardner helped you?
Provided advice and managed my pension assets
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No issues
Lee's reply
Hi Terry - thank you for your review and I hope you are keeping well.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Lee Took over our old pension from last company
How has Lee Gardner helped you?
He helps with pension advice also give you a lot of other advice and you feel he got your interest at heartb
Have you seen the outcome you were hoping for?
Yes his advice is reassuring with this weird climate
What could they have done better?
Up to now he doing fine
Lee's reply
thank you for your review and I hope you are keeping well.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement with a number of pension investements which had not been actively managed before.
How has Lee Gardner helped you?
Consolidated pension pots into a single well-performing plan.
Have you seen the outcome you were hoping for?
Yes, very much so
Lee's reply
thank you for your review and I hope you are keeping well.
Review from verified client
April, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
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.
How has Lee Gardner helped you?
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.
Have you seen the outcome you were hoping for?
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.
Lee's reply
To Kevin - thank you for your review, i hope you and the family are all keeping well.
First impression from a user who is not yet a client
February, 2020
Overall
Please provide a brief comment about your experience with Lee
My wife and I recently took advantage of an offer for a free telephone consultation with a financial adviser that was offered on a finance website., We were allocated to Lee as he was local to us. Based on our conversartion, I cannot praise Lee highly enough. He demonstrated excellect professional knowledge, tempered by common sense and a very down to earth approach. He was approachable and showed genuine care and consideration. All in all, we both found it a very helpful and reassuring experience. If I was currently looking for a financial adviser I would definitely go to Lee.
Lee's reply
To Peter Thank you for the kind review. Lee
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
We had spoken to a different financial adviser at the estate agents, but they were extremely pushy and tried to rush us into a huge decision about which mortgage to choose and what life insurance to go for. We wanted someone who would explain things better and help us make a decision in our best interests.
How has Lee Gardner helped you?
Lee was absolutely fantastic. He even came out to our house on two evenings because it was a time that suited us. He explained everything really clearly and didn't try to push anything on us.
Have you seen the outcome you were hoping for?
Lee was just the kind of help we were looking for. Everyone at the company was really helpful. They even sent us a card when we moved in, which was lovely.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
A number of personal pension plans on planning to retire, looking for advice on bringing them together for a drawdown pension.
How has Lee Gardner helped you?
Advised on best way to achieve this and with which pension providers.
Have you seen the outcome you were hoping for?
Yes, this includes my wife who was in a similar situation faced with retirement pension planning. Also house mortgage planning for my family.
Lee's reply
To Chris - thank you for the review regards Lee
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Required financial advice on pension planning and best methods to pay ourselves company Saleries, dividends etc..
How has Lee Gardner helped you?
Guided us through most cost, tax effective method to receive payments out of our company and pension advice.
Have you seen the outcome you were hoping for?
Will do at the end of this financial year.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Need good advice to ensure I am getting best out of my finances
How has Lee Gardner helped you?
Always sound advice and policies that give a good return
Have you seen the outcome you were hoping for?
Yes I am happy with my returns.
What could they have done better?
I have no idea. That is why I rely on my IFA to advise me.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
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.
How has Lee Gardner helped you?
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.
Have you seen the outcome you were hoping for?
In the short term yes, I've now got a drawdown arrangement in place which is providing me with an income. In the medium to long term, it's too early to say if we get the investment returns we hope for.
What could they have done better?
Not a lot really, at times it did feel that the process was very slow, contacting pension providers, obtaining detailed breakdown of investment risks/values. Identifying a suitable drawdown solution, transferring all pension pension funds before being able to draw out funds. Lee and his team did their best to keep me informed.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Mortgage and review of insurance
How has Lee Gardner helped you?
Lee and his team did their utmost to listen to my needs and get the best deal available .They kept me up to date with the process and helped me navigate the application for the mortgages
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
I run my own business and believe it is prudent to have some expert advice on the ways to protect and improve my financial position also to ensure my pension dealings are all in line with legislation.
How has Lee Gardner helped you?
Lee came in and looked at my pension position and also took care of my auto Enrolment requirements for the business.
Have you seen the outcome you were hoping for?
Its all proving positive
What could they have done better?
Nothing really very pleased with the whole service
Lee's reply
Thanks Simon Have a great Christmas Lee
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
I had decided to restart payments into my pension scheme but found it was closed to new payments. After discussing my needs with Lee he found me a great pension scheme that suited my needs perfectly and had equally low costs to my previous policy.
How has Lee Gardner helped you?
After discussing my needs with Lee he found me a great pension scheme that suited my needs perfectly and had equally low costs to my previous policy.
Have you seen the outcome you were hoping for?
Its too early to say, but I have every expectation that things will work out as planned.
What could they have done better?
Nothing. The initial discussion took place at my home at a time of my choosing and the follow up meeting was at his office which happened to be near the site I was working on.
Lee's reply
To Stuart Thanks for the positive review - have a great Christmas Lee
First impression from a user who is not yet a client
December, 2019
Overall
Please provide a brief comment about your experience with Lee
Lee is very knowledge about what he does and was able answer all the question I had to ask. Lee is very approachable and look forward to working with him and his team
Lee's reply
To Andrew - thank you for your kind review, i look forward to working with you. Lee
First impression from a user who is not yet a client
November, 2019
Overall
Please provide a brief comment about your experience with Lee
Very professional and clear about the service on offer.
Lee's reply
Hi Tom - thank you for your review
Review from verified client
October, 2019
Overall
Service
Value
Advice
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
i recently used Gardner Financial to remove myself from a mortgage and search for a buy to let property. Whilst in the process of removing myself from my current mortgage I asked specifically if coming of the mortgage would affect me getting a buy to let (as this would've affected my decision making). I was directly told that it would not affect me in anyway and to proceed with finishing the deal before organising a buy to let mortgage. Once I was removed from the mortgage I then trusted Gardner Financial to start the process of organising a buy to let mortgage for myself on a property I was interested in. After months of back and fourth emails and phone conversations chasing them to see what was happening with the mortgage, I was told that I was not eligible for a mortgage, that I had exhausted all avenues and they could no longer help me unless I was willing to pay an absolute ridiculous amount of money on interest payments. Granted that Gardner Financial did advise me of certain difficulties within my personal circumstances that could make it difficult to move forward, but they consistently denied that me removing myself from the previous mortgage was stopping me moving forward. I have since been in touch with a handful of mortgage advisors who have all assured me that I was wrongly advised and that it would have been one of the main reasons I was refused a mortgage by all lenders. Had I have been correctly advised when my important question was asked, I would have definitely have stopped the whole process and not gone through with removing my self from the mortgage. Due to this, I am now stuck in a hard position where I am struggling to get a mortgage on a buy to let. I feel that the service I was provided with by Gardner Financial was below standard and unprofessional and I have not benefited from their services, rather the opposite.
How has Lee Gardner helped you?
Removed me from current mortgage as requested, however I was given false advise.
Have you seen the outcome you were hoping for?
No
What could they have done better?
I could've been given more honest advice before letting me proceed with an important decision.
Lee's reply
Please do not let this review give you the wrong impression of our services. We have 77 other reviews on this site which are all positive - this review is not a true reflection of the circumstances or the service that we offer. I am not prepared to go into the full details of this case online, but we were able to offer a solution, however this was not acceptable to the applicant. There were other mitigating circumstances that made this case difficult to place, that have not been disclosed by the reviewer. Regards Lee G.
First impression from a user who is not yet a client
September, 2019
Overall
Please provide a brief comment about your experience with Lee
not sure as yet
First impression from a user who is not yet a client
August, 2019
Overall
Please provide a brief comment about your experience with Lee
Offers a service that really seems to be what we are looking for
First impression from a user who is not yet a client
July, 2019
Overall
Please provide a brief comment about your experience with Lee
Good, succinct advice given
First impression from a user who is not yet a client
June, 2019
Overall
Please provide a brief comment about your experience with Lee
I found Lee very easy to talk to, he explained things in plain speaking and gave some good advice. I am definitely considering using Lee's services in the future.
First impression from a user who is not yet a client
March, 2019
Overall
Please provide a brief comment about your experience with Lee
Clear and concise advice from an experienced and knowledgeable advisor.
Review from verified client
March, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Looking to move funds from a PLC into a personal pension.
How has Lee Gardner helped you?
- Reviewed current situation - Researched existing pensions - Verified options accounting options - Arranged pension platform
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Lee's reply
Thank you for your review Chris
First impression from a user who is not yet a client
February, 2019
Overall
Please provide a brief comment about your experience with Lee
Very positive. Quick response time and a genuine appreciation of our requirements and goals. Have booked an appointment and looking forward to a first discussion with Lee.
First impression from a user who is not yet a client
November, 2018
Overall
Please provide a brief comment about your experience with Lee
Lee took time to explain his approach clearly. He made the process look undaunting and easy to understand. He did not try to pressure us in any way. It feels like the beginning of a good partnership.
Lee's reply
Hi Terry - thanks for your kind words, I look forward to helping you with your finances Lee
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
I needed advice on the way forward with my Pension Fund and my was unhappy with the advice I received from my previous advisor and the costs he quoted me.
How has Lee Gardner helped you?
Clear concise advice and cost effective recommendations. Also Lee recommended I use a name I new and trusted to hold my Pension Fund.
Have you seen the outcome you were hoping for?
This is the first year with Lee so too early to say - but I am confident I will see the results I hope for.
What could they have done better?
Nothing really. Lee is usually available at short notice but if not his people are always available to help me with my enquiries.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
I was wanting to re-mortgage my HTB equity loan. It's not standard but Lee and his team did a great job of making it simple for me.
How has Lee Gardner helped you?
Took a detailed brief, came back with some options - this happened a few times due to timescales shifting. Sourced insurance, legals and competitive mortgage quotes.
Have you seen the outcome you were hoping for?
Yes the mortgage has just completed and has gone through without a hitch. Lee's team were proactive in chasing me and the law firm to ensure completion occured
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
We are first time buyers and had no idea where to start with the process
How has Lee Gardner helped you?
Lee and his team gave us step by step help and support in choosing the right mortgage for us and made everything so simple. They put everything into plain English for us as there was lots we didn’t understand as first time buyers. Lee always had time for us and even visitors us at our home face to face. He answered all our questions via email and over the phone and was always available when we needed advice.
Have you seen the outcome you were hoping for?
Absolutely. We’ve been hand held throughout the process of applying for our mortgage and purchasing our first property. That’s exactly what I wanted from our financial advisor.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Property purchases
How has Lee Gardner helped you?
Lee and his team managed each mortgage search and application in a streamlined and concise manner. The team also assisted with life insurance and critical illness cover.
Have you seen the outcome you were hoping for?
Absolutely. Not once was the information unclear and communcation is one of Lee Gardner and his teams strong points. You are always treated as a valued customer. I especially like the new online dashboard that has been implemented which provides a one stop shop of asset information.
What could they have done better?
Nothing presently. If you want a decent IFA that understands markets and has a team who possess a can do attitude. Look no further.
Lee's reply
To Tej - thank you for your kind review
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Getting ready to retire
How has Lee Gardner helped you?
Put all my pension together in one portfolio
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Advice to find best mortgage deal for us.
How has Lee Gardner helped you?
They sourced a range of providers based upon our current mortgage and requirements.
Have you seen the outcome you were hoping for?
We are happy with the product sourced for us.
What could they have done better?
Great service - nothing else I could ask for.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
My partner and I were looking to buy our first property and had no idea where to start.
How has Lee Gardner helped you?
He advised us on the amount of money we could borrow, the best mortgage deals available to us and all the other costs that would be incurred.
Have you seen the outcome you were hoping for?
We brought our house without any problems. If there were any issues Lee and his team dealt with it promptly and without any inconvenience to us.
What could they have done better?
Lee covered everything that we needed to know at the time.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I had money sitting in the bank and two pension scheme, I was also planning ti retire within 3 years so I and the need to plan for our family finances and I was not getting impartial advice from my bank.
How has Lee Gardner helped you?
Lee produced a detailed short term to long term plan for all of my investments and pensions showing me numerous alternatives. Ultimately the advice given and the end results have given me a good level of confidence for now and the future whilst ensuring an income level that meets all of my aspirations, the investments off both my wife and I doubled over a 6 year period.. Lee and his team are in regular contact with me and we meet at least 3 times per year, they will also needed call me if there is some activity that I need to be aware off.
Have you seen the outcome you were hoping for?
Yes as above my investments have doubled and my pensions have been consolidated and grown by over 30%
What could they have done better?
I am not sure that Lee could have dome more, as you can see above the results speak for themselves.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Already had an adviser: chose to move to this one
How has Lee Gardner helped you?
Re establish a plan for the future
Have you seen the outcome you were hoping for?
The markets have not helped but our biggest investment seems safe for now
What could they have done better?
Faster follow up if possible
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Financial advise on my pension
How has Lee Gardner helped you?
Gave very good advice.
Have you seen the outcome you were hoping for?
Yes. Pension moved to a better provider and peace of mind
What could they have done better?
All good. Provided good advice.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
Wanted to consolidate all my Occupational pensions into one, gain control of them, understand them, plus plan for my retirement
How has Lee Gardner helped you?
Advised me on all of the above, I will also seek advice on Inheritance planning at some point
Have you seen the outcome you were hoping for?
Yes, I can keep a track of it on the App, and I'm happy Brexit has been considered for my Portfolio
What could they have done better?
N/A, happy with all aspects
Lee's reply
Thank you for your kind review Jane
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
IT STARTED WITH PENSIONS
How has Lee Gardner helped you?
WITH ADVICE
Have you seen the outcome you were hoping for?
YES
What could they have done better?
NOTHING
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Sale of property- divorce- Ill health
How has Lee Gardner helped you?
Sorting out pension & investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
?
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
First time home buyer and decided to leverage an advisor for help and guidance through process.
How has Lee Gardner helped you?
Provided extremely valuable advice, went above and beyond to find me the best/suitable mortgage product
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I cannot speak highly enough of the company
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Initially I was in a highly pressured situation financially after my partner and I split and I was left to finance the existing mortgage on my own. I was completely in the dark about how to go about this but was recommended Lee Gardner Financial Advisors by a friend.
How has Lee Gardner helped you?
I immediately felt at ease and that I was in good hands when first contacting Alison at Lee Gardners. The initial fact finding process and guidance lifted a huge weight off my shoulders. I have always found the staff to be extremely understanding, empathetic and committed to assisting with my queries, offering excellent, understandable advice at each turn. I have since renewed by mortgage using the assistance of Lee Gardners FA's and Alison and will continue to do so for any other financial guidance in future.
Have you seen the outcome you were hoping for?
I have. Lee Gardeners Financial Advisors and specifically Alison Watts assisted me in obtaining my first sole mortgage for my shared property. I have since renewed this mortgage, 2 years down the line with the continued assistance of Alison.
What could they have done better?
Honestly, I do not think I could suggest any further improvement on the service offered. I cannot recommend Lee Gardners Financial Advisors highly enough.
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I wanted to ensure that I got professional advice in these areas.
How has Lee Gardner helped you?
Lee helped me assess and understand how much money we could have in retirement and how long this could last. He also is helping me remortgage an investment property I have to a better interest rate.
Have you seen the outcome you were hoping for?
Definitely, we feel more confident now about our finances.
First impression from a user who is not yet a client
January, 2018
Overall
Please provide a brief comment about your experience with Lee
Positive and quick contact, organised convenient discussion time and gave good initial guidance on what services could be offered for my particular area of interest.
First impression from a user who is not yet a client
January, 2018
Overall
Please provide a brief comment about your experience with Lee
We have an appointment booked for today. We just spoke briefly on the phone
First impression from a user who is not yet a client
November, 2017
Overall
Please provide a brief comment about your experience with Lee
They contacted me very quickly which was very helpful in my situation. Thank you.
First impression from a user who is not yet a client
November, 2017
Overall
Please provide a brief comment about your experience with Lee
I had a very good initial chat with Lee. He was very thorough and explained with my situation options I should consider and moreover the value of considering these options with my young family in mind. I have received written information which I shall be reading through and expect to use his services for some or all my financial dealings.
First impression from a user who is not yet a client
October, 2017
Overall
Please provide a brief comment about your experience with Lee
Very professional, not pushy, clear and concise. A+++
First impression from a user who is not yet a client
October, 2017
Overall
Please provide a brief comment about your experience with Lee
Great listener. Concise, honest, impartial advice
Review from verified client
September, 2017
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Remortgage.
How has Lee Gardner helped you?
Pension Advise.
Have you seen the outcome you were hoping for?
Yes.
First impression from a user who is not yet a client
September, 2017
Overall
Please provide a brief comment about your experience with Lee
Had a good talk about what I was looking for and what he was able to provide. No hard sell which is always a good start, just information about what he can do for me to start the ball rolling.
Review from verified client
September, 2017
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Financial needs related to a divroce.
How has Lee Gardner helped you?
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's then provided excellent support during the application process, understanding and responding to my needs and concerns. They took a personal interest.
Have you seen the outcome you were hoping for?
Yes, and more. In purely financial terms the mortgage deal is excellent but more than that, the customer care has been superb.
What could they have done better?
Really - nothing.
Review from verified client
September, 2017
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Moving house.
How has Lee Gardner helped you?
Managed re-mortgage offer, early redemption and helping me to avoid paying this charge as well as setting up my building and contents insurance.
Have you seen the outcome you were hoping for?
Yes.
Lee's reply
thank you for the review i hope the house move went smoothly
First impression from a user who is not yet a client
February, 2017
Overall
Please provide a brief comment about your experience with Lee
Lee provided much needed advice within the free consultation for me to make up my mind on an investment opportunity I had. Although I didn't proceed any further with any of his products or services Lee couldn't have been more helpful and I will certainly be using him in the future and would undoubtably recommend him to friends and colleagues.
Review from verified client
September, 2016
Overall
Advice
Service
Value
Based in
What were the circumstances that caused you to initially look for an adviser?
50 now needed to sort out a retirement plan for the future.
How has Lee Gardner helped you?
reviewed and transfered my pension.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
not much ,he made everything simple and easy for me to understand
Review from verified client
September, 2016
Overall
Advice
Service
Value
Based in
What were the circumstances that caused you to initially look for an adviser?
Me and my partner were first time buyers. We wanted advice as the were lots of morgage options and we were unsure which would suit us best.
How has Lee Gardner helped you?
Found us a morgage at a cheaper repayment rate than others we looked at. Talked to us in detail about life insurance and or options.
Have you seen the outcome you were hoping for?
Yes. We are very happy with our morgage.
First impression from a user who is not yet a client
July, 2016
Overall
Please provide a brief comment about your experience with Lee
Very happy with the way the meeting went, now waiting for some feedback to see what he can offer.
First impression from a user who is not yet a client
June, 2016
Overall
Please provide a brief comment about your experience with Lee
I was contacted very quickly after my initial enquiry and an appointment was made. Lee came to my home which made things easier for me.
Review from verified client
June, 2016
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
It was time to renew our mortgage as the fixed 2 year period was ending on our current mortgage. We were also looking for some help with consolidating some debts with the new mortgage.
How has Lee Gardner helped you?
Lee helped us to find a mortgage that suited our needs in terms of a remortgage that also included the debt. He also helped with arranging a new life insurance policy for us both.
Have you seen the outcome you were hoping for?
Yes we have gained a suitable remortgage with payments that also consolidate the debts. The payments are much easier for us to manage.
What could they have done better?
I found Lee was excellent and his team. They did all they could to accommodate our requirements.
Review from verified client
April, 2016
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
To help me with my mortgage.
How has Lee Gardner helped you?
He was brilliant and got the perfect mortgage for us!.
Have you seen the outcome you were hoping for?
Yes 100%.
What could they have done better?
Nothing at all
Review from verified client
April, 2016
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
We were paying a high rate on our mortgage.
How has Lee Gardner helped you?
He compared and showed us what we could be paying on a low rate.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/a
First impression from a user who is not yet a client
March, 2016
Overall
Please provide a brief comment about your experience with Lee
Very satisfied. Lee researched my position carefully and gave me a full and helpful response.
Review from verified client
March, 2016
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
I was going through a divorce and buying my ex out.
How has Lee Gardner helped you?
Lee was very helpful and understanding.
Have you seen the outcome you were hoping for?
Everything Lee said they did and even found a better deal.
What could they have done better?
Nothing
First impression from a user who is not yet a client
February, 2016
Overall
Please provide a brief comment about your experience with Lee
It was an informative session with Lee, and he made my wife and I fairly comfortable in discussing our financial plan.
First impression from a user who is not yet a client
February, 2016
Overall
Please provide a brief comment about your experience with Lee
Very personal, good communicator and listener. What he was offering was clear.
Review from verified client
December, 2015
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Moving House and looking for a Mortgage at a good rate.
How has Lee Gardner helped you?
Sorted out Mortgage also helping with advise after selling property that was rented out and using the equity to purchase new property.
Have you seen the outcome you were hoping for?
We have now moved into our new house and Mortgage is all sorted.
What could they have done better?
I Have used Lee Gardener to sort several Mortgages for me including buy to let mortgages and all information and advise was very clear and helpful in enabling me to make a decision in what product to purchase.
Review from verified client
August, 2015
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I was looking to refinance a buy to let property.
How has Lee Gardner helped you?
Lee sought out the best deal based on my requirements.
Have you seen the outcome you were hoping for?
The mortgage went through ok a few months ago and no issues .
Review from verified client
June, 2015
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Needed to remortgage following expiration of fixed rate term.
How has Lee Gardner helped you?
He found a mortgage that fitted our Finacial situation and current life circumstances and took time to listen to meet our requirements.
Have you seen the outcome you were hoping for?
Yes we remortgaged and now have another fixed mortgage, which is more affordable.
What could they have done better?
Nothing.
Review from verified client
April, 2015
Overall
Advice
Service
Value
Based in Worcestershire
How has Lee Gardner helped you?
I found Lee honest & very helpful & felt confident he was helping me
What could they have done better?
Nothing
Review from verified client
March, 2015
Overall
Advice
Service
Value
Based in Staffordshire
How has Lee Gardner helped you?
Lee and his team provided a great service to enable us to find the mortgage for us. Regular updates and constant chasing ensured that we were stayed on track. I would certainly use Lee again and would recommend him for financial advise.
What could they have done better?
Ensuring that the product is the right fit. We were offered the cheapest option which isn't always the best and it materialised as our first mortgage offer collapsed. This did put us behind , costs us money in upfront fees and could have jepodised our house buying.
First impression from a user who is not yet a client
March, 2015
Overall
Please provide a brief comment about your experience with Lee
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Lee
We had a really good first meeting with Lee. It was our first experience of seeing an IFA and we were impressed. The team were very friendly, our 2.5 y.o. daughter was with us and this was no problem at all.
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Lee
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Lee
I had a telephone conversation with Lee and we decided to get back in touch early in the New Year. He was very knowledgeable and helpful.
Review from verified client
November, 2014
Overall
Advice
Service
Value
Based in Staffordshire
How has Lee Gardner helped you?
sound advice - trying to build a trust with the advisor having been let down in the past
Review from verified client
November, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Lee and the team were fantastic they told us what information they needed us to provide, they told us all the options and then gave us time to think about what we wanted to do. Lee was honest about our options and there was no pressure, once we had decided they then set everything up for us. Fantastic service will be using them for all our financial planning in the future.
Review from verified client
November, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Personal and professional. Very knowledgeable and ability to put across complex data in layman's terms
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
A very good combination of providing the very information you need alongside the personal touch. What's more, Lee was always available to answer any queries quickly and concisely.
First impression from a user who is not yet a client
August, 2014
Overall
Please provide a brief comment about your experience with Lee
Lee made the effort to personally visit me, which others didn't and it secured his services. Lee was very open and honest with his assessment of our needs and managed in the end to secure the products. Great comms throughout the process from Lee and Alis
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Lee listened to what i was trying to achieve and offer a couple of options detailing the pro's & cons and together we agree on the best option for me. Lee's supporting staff was very well briefed on my file notes and always came back to me in timely fashion which is a good reflection on Lee because this is one of Lee's core values.
What could they have done better?
Put a better photo on his profile page!!.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Warwickshire
How has Lee Gardner helped you?
Lee listened to what we wanted and was able to pick up on what we didn't think we could aspire to. With Lee's help we will be debt free by next year, this is something we didn't think we would be able to do for a number of years. We have a mortgage deal that was the best deal for us with a reputable company and we won't hesitate to recommend Lee to family and friends.
Review from verified client
June, 2014
Overall
Advice
Service
Value
Based in Warwickshire
How has Lee Gardner helped you?
Lee fully evaluated our financial needs - both business and personal - and took time to advise on the best solutions for us. If he believes that it's not in your best interests to move forward with a certain decision, he will tell you - even if it means he's turning the business away for himself. Lee is also fully up-to-date with current legislations and changes in the financial world - so I have full confidence in his advice and wouldn't hesitate to recommend him to friends and family. In fact, he has also done some work for my parents since we started dealing with him.
First impression from a user who is not yet a client
May, 2014
Overall
Please provide a brief comment about your experience with Lee
Helpful and informative.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Lee has kept in touch with us and also responded very quickly when we have called to ask for advise. Also we have never felt pushed or pressured in to any products.
What could they have done better?
Nothing.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Very frank and efficient, sound and honest advise, and doesn't try to sell policies that you don't need!
What could they have done better?
Always found that Lee has come up with the goods and does exactly what he promises
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Worcestershire
How has Lee Gardner helped you?
My wife and I have at all times found Lee (Mr Gardner) very attentive to our personal financial needs from savings to pensions etc. He is straightforward with his advice, which has at all times over the last 13 years been very welcomed. We would at all times recommend this company.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Lee Gardener has been excellent in sorting out all my mortgage and financial planning. I would highly recommend his professional services.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Worcestershire
How has Lee Gardner helped you?
I have been with Lee for over 20 years, he explains things in very easy ways to understand. He is always available for home visits. He has as very good team behind him.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Warwickshire
How has Lee Gardner helped you?
I have been working with Lee for a number of years now, specifically with regards to mortgages, life assurance and home insurance. Lee has always found me competitive rates within my budget whilst delivering the product(s) my partner and I need. He manages all of the administration involved in making applications and processing them through to completion. This is perfect for me as I would struggle to find the time to do this myself.
What could they have done better?
Lee will often come up with several options when considering our needs e.g. life assurance. Whilst there are occasions when we're happy to then make our own decision in relation to these options, on other occasions it would be useful to know what Lee's personal assessment of the situation is.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Warwickshire
How has Lee Gardner helped you?
Making us to understand
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Warwickshire
How has Lee Gardner helped you?
Knowledgeable, approachable and transparent. We always felt we were getting the best recommendations (and the best rates) for our needs, rather than pushing inappropriate products with a greater commission. Lee was at pains to outline all the options and why he had made specific recommendations. Very friendly team who also always kept us informed with the progress of both our mortgage and insurance applications.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Listens and takes on board your concerns and needs before offering advice and guidance, very reassuring in this mine field. I would thoroughly recommend Lee.
What could they have done better?
Nothing just keep doing what your doing.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Lee is very knowledgable and this is probably due to his experience of circa 20 years in the industry. What he doesnt know he manages to find which is also a big plus.
What could they have done better?
be more proactive - he can be very busy quite often
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Lee Gardner helped you?
Lee is very good at communicating information and translating financial terms into easy to understand language. He is proactive in suggesting ways to improve my financial portfolio and protection for the medium to long term.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Warwickshire
How has Lee Gardner helped you?
Excellent at explaining complicated financial matters in simple no jargon terms that are easy to understand. Is very knowledgeable in all areas and thorough in their research