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Patient and

My adviser personally was so down to earth and patient with me, he made sure I knew all the rules and regulations before signing off anything. He was transparent with the features of the financial plan that I was signing up to. The contact was very prompt and professional as well
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ID
#2101559 Review #2101559 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

Guardian Wealth Management Great service

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM.
ID
#1661431 Review #1661431 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Pros
  • Savings plan
  • Customer service
  • Pension review
Reason of review
Good quality
4.8
Details

Happy to have been with Guardian for over 5 years now. great service, always on hand to assist Happy Like Like Like Like Like Ninja Sleepy Happy

Thanks GWM

They handled my pension funds so well and advised me to invest in a valuable property. I would definitly recommend GWM services if you need help with your finances
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Testimonial
ID
#2101556 Review #2101556 is a subjective opinion of poster.

GWM client service

Many thanks to GWM for being so transparent with there advice. The way there advisers are trained shows that they truly put their customers first. The discussions were clear and to the point, the adviser was friendly and understanding. True example of great client service.
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ID
#2101552 Review #2101552 is a subjective opinion of poster.

Guardian Wealth Management reviews

5.0
Details
I would like to express my thanks to Guardian WEALTH mANAGEMENT who have been my financial advisor now for six years. My adviser regularly reviews my investments and contacts me with suggestions.
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Testimonial
ID
#1546085 Review #1546085 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Pros
  • Customer service
Reason of review
Good customer service
Guardian Wealth Management's reply to:

New Adviser

Thank you for your kind feedback. Unfortunately from time to time Advisers will move on for one reason or another, and this is why GWM have developed GWM Global Partners to ensure your experience with us remains unaffected. With over 10,000 clients worldwide GWM are constantly looking for ways to provide ongoing advice and to fulfil new levels of expectation from internationally mobile clients.
ID
#1529364 Review #1529364 is a subjective opinion of poster.
Pros
  • Customer service
  • Quick responses
Reason of review
Good customer service
4.5
Details

As my financial adviser recently left i was worried about what this meant for my investments but thankfully the handover to my new representative has been really easy.

Approachable Advisor

4.5
Details
Having been messed about by two other companies letting me down and cancelling meetings at the last minute the chap i met on both occasions from Guardian answered most of my questions straight away and came back to me to clarify the rest a couple of days later.
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ID
#1526859 Review #1526859 is a subjective opinion of poster.
Pros
  • Sales pitch
Reason of review
Good customer service
1.0
Details
On behalf of GWM I apologise for the fact that you have found cause to raise concerns in relation to the services you have received. I can confirm that GWM takes any such comments seriously and as a result your concerns have been forwarded to our Compliance Department...
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ID
#1477125 Review #1477125 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

What financial advice?

GWM takes any complaints or concerns with respect to our propositions very seriously. We are deeply sorry about your experience wth GWM. It is our duty to inform you that we have had to make some severe decisions and re-structure our higher management. Moreover, we have significantly changed our service propositon. We regret that we were not able to service you in the best way possible. Nevertheless, we hope you give us another opportunity in the furture. Warm Regards, GWM Client Relations
ID
#1459406 Review #1459406 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
1.5
Details

I’ve been with Guardian Wealth since June 2017 and they have never contacted me once in this time to discuss my funds. In that period they lost £4000 & they never once thought to contact me to review the situation. In my opinion they are only interested in obtaining there commission when setting up the accounts and then leave you to it, absolute rubbish!!

Guardian Wealth Management's reply to:

Guardian Wealth Management - Unimaginable pain
GWM takes any complaints or concerns with respect to our propositions very seriously. We are deeply sorry about your experience wth GWM. It is our duty to inform you that we have had to make some severe decisions and re-structure our higher management. Moreover, we...
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1 comment
Anonymous
#1832050

Has to be guardian wealth, or whatever they are called these days, name change logo change, CEO demoted, company in debt, asking providers for advance payments. High turnover in staff, I've heard they have a new company starting called 365 something

ID
#1453297 Review #1453297 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

1.0
Details
GWM takes any complaints or concerns expressed very seriously. As such a senior consultant has been in touch with yourself to discuss these directly with you. We have also referred your points onto our Compliance Department. In accordance with our procedures your case...
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ID
#1384766 Review #1384766 is a subjective opinion of poster.
Location
Felpham, England
Service
Guardian Wealth Management Financial Advisor
I first met Ethan about 3 years ago and he did a fantastic job of untangling the mess that was my pensions from various different sources over the years. Everything was approached without any fuss and was explained at every step. The policy has performed well and there...
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Testimonial
ID
#1268091 Review #1268091 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

He has given me peace of mind

As an expat in the UAE I, as many others, am trying to use the opportunity to invest extra money for a long term investment. Cormac has been instrumental in a few ways: 1) He highlighted how a previous service provider was not necessarily investing my money in line with my risk profile. 2) I find his personal interaction and communication extremely professional, and he has been in contact with me constantly. 3) He has given me peace of mind regarding my investment as now it is more suited to my risk profile. I wouldn't hesitate to recommend Cormac for any of the services he provides.
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ID
#1268090 Review #1268090 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

I'm very pleased with the customer service

Jamie took over my under-performing portfolios and turned them around in a matter of months. Jamie has also helped set up my troisieme pillier and explained the process in full. I'm very pleased with the customer service he offers as well as patience in explaining financial issues to a non-expert!
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ID
#1268089 Review #1268089 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service

Tyla is a great professional and a great person

Being the skeptical scientist that I am, it is often not easy for me to accept advice from others, but there is no doubt that the development of my finances has been much better under his guidance than it would have been otherwise. In short, Tyla is a great professional and a great person. Recommended!
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Testimonial
ID
#1268086 Review #1268086 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service