Lee Garner
Login to view DISC.Lee 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.
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