Contact details
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Address
Unit 9, Stephenson House, Horsely Business Centre, Northumberland, NE15 0NY
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Telephone
07538 713615 - visit website
About
Gardner Wealth Management provides bespoke wealth management advice to private and corporate clients in and around the North East of England. They provide a wide range of services whether customers are looking to build, grow, protect or preserve their wealth.
Some of their services include:
- Investment planning
- Retirement planning
- Corporate services
- Business owner advice
- Company director advice
Josh Leggate
Self-employed Financial Advisor
Mobile 07538 713615
Email josh.leggate@sjpp.co.uk
I’m a self-employed Financial Advisor for Gardner Wealth Management, a Partner Practice of St. James’s Place. I provide comprehensive financial advice for clients, with expertise in:
- Savings and investment planning
- Protection planning
- Retirement planning
- Estate planning
Having started my career in agriculture, I shifted to financial services driven by the goal of creating financial stability for myself and others. With a master’s degree in Accounting, Finance and Strategic Investment and a diploma in Personal Financial Services, I progressed from Paraplanner to Independent Financial Advisor. Now at Gardner Wealth Management, I excel as a self-employed Advisor, building lifelong relationships with clients to help them achieve their financial goals.
I am keen to develop relationships with individuals, professionals, and business owners across a range of industries and life stages to support them in creating a strong financial plan.
Starting early is crucial; taking proactive steps now maximises financial potential, ensures security, and helps achieve long-term objectives. Feel free to reach out for advice or any questions you have.
Outside work, I love golfing, hiking in Northumberland, travelling, or enjoying quality time with friends and family.