Gardner Financial Management
Gardner Financial Management is a financial services company based in Coventry, England. They specialize in providing financial planning services to clients, and have expertise in working with central banks. With a focus on personalized service, Gardner Financial Management is committed to helping clients achieve their financial goals.
Introduction to Gardner Financial Management
Gardner Financial Management is a financial services company based in Coventry, England. The company was founded with the purpose of providing exceptional financial planning services to individuals and businesses. The team at Gardner Financial Management has a deep understanding of the financial industry and works closely with clients to ensure they achieve their financial goals. What makes this company unique is their expertise in working with central banks as well as their commitment to providing personalized and tailored financial solutions.Services & Products
Gardner Financial Management offers a wide range of financial services, including investment planning, retirement planning, estate planning, tax planning, and more. Clients can expect to receive customized financial solutions that are tailored to their specific needs and goals. The company works closely with central banks to ensure that their clients have access to the latest financial products and services.Location
Gardner Financial Management is located in Balsall Common, which is a charming village in Coventry. The area is known for its beautiful countryside and is home to many small businesses and independent shops. Clients can expect to experience a friendly and welcoming community when visiting the office. The closest public transportation options are Berkswell Railway Station (1.6 miles), Tile Hill Railway Station (4.4 miles), and Coventry Railway Station (6.6 miles).Benefits
Clients should choose Gardner Financial Management because of their commitment to providing exceptional customer service and personalized financial solutions. The team at Gardner Financial Management has a deep understanding of the financial industry and works closely with clients to ensure they achieve their financial goals. Additionally, their expertise in working with central banks ensures that clients have access to the latest financial products and services.Good to know
Clients should be aware that Gardner Financial Management is a fee-only financial planning firm. This means that they do not receive commissions for recommending specific financial products, which ensures that clients receive unbiased advice.Reviews
Customers have praised Gardner Financial Management for their exceptional customer service and personalized financial solutions. Clients appreciate the team's deep understanding of the financial industry and their commitment to helping clients achieve their financial goals.Amenities
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atm -
bank branch
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online banking
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loan services
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investment services
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credit card services
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financial planning services
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money transfer services
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currency exchange services
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mobile banking
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insurance services
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online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
How does your Central Bank impact the economy of the region/country?
As a financial management company, we do not have a Central Bank. However, Central Banks play a crucial role in setting monetary policy, regulating banks, and managing inflation and interest rates in the economy. Their actions can affect factors such as employment, economic growth, and stability.What types of financial services does your Central Bank offer to businesses and individuals?
As mentioned earlier, we do not have a Central Bank. However, financial services that Central Banks typically provide include managing the country's currency, regulating financial institutions, setting interest rates, and providing loans to banks.How do you customize financial plans to fit individual clients?
At Gardner Financial Management, we understand that each client has unique financial situations and goals. We work closely with our clients, taking into account their financial objectives, risk tolerance, and investment preferences to develop customized financial plans. Our team of experienced financial planners ensures that our clients' plans are tailored to their specific needs.What are your fees and how are they structured?
Our fees vary depending on the type and complexity of the financial services provided. We believe in transparency and will always provide our clients with a clear and detailed breakdown of our fees before any service is provided. Our fees are structured as a percentage of the assets under our management, and we do not charge any hidden fees.Can you provide references or testimonials from satisfied clients?
Yes, we have a track record of satisfied clients, and we are happy to provide references and testimonials upon request. Our team of financial planners prides itself on providing exceptional customer service and helping our clients achieve their financial goals.Reviews
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Roz de Villiers
Gardner Financial Management provided excellent service and will be our first choice for any future advice and assistance. Having recently retired, my wife and I were at a loss regarding the options available and selection of a suitable private pension plan. Lee Gardner gave clear and thorough step by step guidance through the process. We had expressed our dissatisfaction with previous attempts at assistance from our private retirement plan provider. We were restricted to poor quality telephonic communication that left us none the wiser. We were particularly grateful for his visits to our home, which greatly simplified the process. Michael and Roz de Villiers
26-01-2023
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scott brookes
5 stars for Lee and his team for their professional, knowledgeable and transparent financial support services. Deciding to get external support on your finances can be a daunting prospect, not only finding someone knowledgeable in the field, but more importantly someone you trust. You get this with Lee, he tailored his support to match our goals, exploring all avenues and explaining potentially complex options in a clear and concise manner. Lee is currently supporting us with a range of financial areas including ongoing Financial Plan/Roadmap and Pension Investments and we now have access to a comprehensive and clear platform where we can easily check our current investments and assets, while at the same time checking in to see if we are still on track with our future financial goals. I feel Lee has put us more in control of our financial health which is something I would highly recommend to others!
26-11-2022
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gordon
Lee and his team have provided me with an excellent service over many years.
26-11-2022
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Lee Jackson
Great service as always for our mortgage renewal.
26-10-2022
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Matt Gregory
Very happy with the services provided by Lee and his team in securing the mortgage for my first property. Would recommend to anyone for both mortgage and general financial advice.
26-07-2022
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Helen Wardle
Straight forward, easy to understand, friendly advice. Good to be getting our financial affairs in order with some professional help.
26-06-2022
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Tim Clarke
Had a great experience with Lee (and Helen); we spoke through a variety of options and discussed pros/cons of each, sorted the insurance I wanted (after jumping through all the various hoops the insurer mandated) in the end and also took the opportunity to renew mortgage ahead of time and with ease - excellent stuff! I highly recommend them!
26-05-2022
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Judith Garfield
Positive: Professionalism, Responsiveness
26-05-2021
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Jake Streatfeild-James
Positive: Professionalism
26-05-2021
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Steve Tennant
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2021
