Lee Garner
Examiner · DISC type scLee is a Chartered and Certified Financial Planner at Lyndhurst Financial Management, where he helps individuals and families plan for retirement. His expertise lies in structuring sustainable income, reducing taxes, and ensuring efficient wealth transfer. He holds a BSc (Hons) from Bournemouth University and is a Later Life Adviser Accreditation holder.
Outside of his professional role, Lee is committed to continuous learning and improving industry standards, as seen by his participation in financial planning masterclasses. He also engages in community and charity events, including playing in football matches for good causes.
Unique fact: Lee is a Society of Later Life Advisers (SOLLA) accredited adviser, signifying specialized knowledge in advising older clients.
Read the full overview →How Lee shows up
Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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