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Independent Financial Advice"

Donald Gardner

Financial Planner

Donald Gardner 

About Donald Gardner

Donald Gardner’s career within the financial services industry has been a varied one. Starting at just 17 when he left college to become a stockbroker. Since then, Donald has moved all over the UK, working as an IFA support, Compliance Officer, Financial Adviser and Business Consultant, to name a few.

In 2014, Donald joined the compliance team at Lowes, before deciding to peruse his passion for helping clients and he transitioned back to Independent Financial Adviser. Due to his truly diverse experience across the sector, Donald brings a wealth of expertise to his clients.

“Finding solutions which align with my clients’ financial needs and goals is something I’m extremely passionate about – especially when it comes to trusts and inheritance tax.”

Outside of work, Donald loves to socialise, travel and spend time watching sports with his son.

Business Qualifications

Qualification
Abbreviation
Diploma in Regulated Financial Planning DipPFS
Long Term Care Insurance CF8
Pensions Update R08
Taxations & Trust F10
Personal Investment Planning F20
Financial Planning Certificate FPC1 & FPC2

 

Contact Donald Gardner

If you would like to get in touch with Donald Gardner, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:

0191 281 8811

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