Andy Gardner

Examiner
DISC Type : sc

Financial Planner & Director at Oculus Wealth Management Ltd

Reigate, England, United Kingdom

Overview

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.

Personality Overview

Overcautious

Late Adopter

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care 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.
Navigating Life Transitions
Focuses on helping clients manage their finances during key events like retirement, inheritance, or exiting a business.

Media Appearances

Andy has no verified media appearances

Work History

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

Education

2005 - 2008
History from University of Leeds
1998 - 2005
Education details unavailable from The Ashcombe School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Reigate, England, United Kingdom Job Level : Mid-senior Designation : Financial Planner & Director at Oculus Wealth Management Ltd
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Andy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Andy take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Andy

Personality Compatibility


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