Andy Gardner in

Andy Gardner

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Financial Planner & Director at Oculus Wealth Management Ltd
📍 Reigate, England, United Kingdom

Andy Gardner is a Director and Financial Planner at Oculus Wealth Management, a firm he co-founded. With nearly a decade of prior experience at Magus Wealth, he specializes in guiding clients through significant life transitions. He holds a Diploma in regulated financial planning and a degree in History from the University of Leeds.

Andys professional philosophy is built on trust and deep listening, believing the emotional side of financial planning is as crucial as the technical aspects. He made a significant career change into finance after working as a Key Account and Consumer Experience Manager at Philips Electronics, demonstrating his adaptability.

Unique fact: He emphasizes that his role isnt just managing money but helping people make major life decisions with confidence.

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Experience
14 Years
Current Role
Financial Planner & Director
Job Level
Mid-senior
Location
Reigate, England, United Kingdom
Personality Overview

How Andy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Andy cares about

Long-term Investing
He coaches clients to stay focused on long-term goals, especially during periods of market volatility, and shares content on the benefits of a long-term plan.
Client-centric Finance
Believes success comes from deeply listening to clients' motivations and understanding the emotional side of financial decisions, not just the technical answers.
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Career

Work history

2-2026
Financial Planner & Director
Oculus Wealth Management Ltd
7-2019 - 2-2026
Financial Planner
Magus Private Wealth Ltd
4-2017 - 7-2019
Trainee Financial Planner
Magus Private Wealth Ltd
2-2016 - 11-2016
Key Account Manager
Philips Electronics UK
9-2012 - 2-2016
Consumer Experience Manager
Philips Electronics UK
In the press

Media appearances

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Education
2005 - 2008
History
University of Leeds
1998 - 2005
Education details unavailable
The Ashcombe School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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