Guardian Wealth Management Reviews

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Carla was on hand to answer any questions we had along the way

Carla really helped us navigate the process of consolidating and optimising our pension portfolio and other investments. Carla was on hand to answer any questions we had along the way. Once we had decided what to do, Carla managed all the admin to make the process smooth and easy. We are really happy with the service we got from Guardian and Carla is a pleasure to work with.
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ID
#1268087 Review #1268087 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

His advice has been sound, pragmatic and tailored exactly to my needs

I am a professional Engineer with over 30 years' experience in Nuclear Power industry. A couple of years ago I was fortunate to be presented with the chance to put my experience to good use in supporting the Abu Dhabi Government's ground breaking aspiration to build 4 Nuclear Power Stations and provide safe and sustainable energy for the people of the UAE. Having settled in as an 'Expat" I wanted to make the most of the opportunity to ensure my family are financial secure in the future, and establish a comfortable standard of living for my retirement. I am delighted to testify that Raza has helped me immensely in achieving this. From the outset of our relationship his advice has been sound, pragmatic and tailored exactly to my needs. Through his professionalism and obvious dedication he has earned both my trust and my respect... neither of which are easily won. Always willing to listen and provide financial guidance beyond what would normally expect, his mastery of the financial market complexities has given me peace of mind knowing my money is being well managed and will deliver ample provision for me in years to come. I would confidently recommend Raza to anyone looking for financial guidance, comfortable in the knowledge that he will provide the highest standard of assistance and support. His integrity and professionalism is obvious and I now consider him more than an excellent Financial Advisor; he is a friend.
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ID
#1268085 Review #1268085 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

Guardian Wealth Management – takes the time to explain every detail until I completely understand the investments

William has done a fantastic job, he takes the time to explain every detail until I completely understand the investments he is investing my money into. My portfolio is growing and although I have instructed William to invest cautiously I am still very happy with the returns. I have total trust in William and would recommend him if you are looking for a person who is ahead of the game, honest and sincere.
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ID
#1216388 Review #1216388 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service

Guardian Wealth Management – We trust his advice and guidance unreservedly.

Discovering Peter and Guardian Wealth Management has been like a breath of fresh air and came at the perfect time for us. What we appreciate most about dealing with Peter and his colleagues is their ability to explain everything clearly and logically. They listen carefully and respond to questions and queries almost immediately, always with a sensible, but effective solution. We are regularly kept well-informed of our plan’s progress; time and frequency are never a constraint. His product knowledge and ability to match these to our needs have been invaluable in our decision-making. Having Peter and his team looking after us has certainly put us at ease and given us more confidence about our financial future. We trust his advice and guidance unreservedly.
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ID
#1216387 Review #1216387 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

Guardian Wealth Management – The reports and tools available are ‘best in class’

GWM have been supporting us with expert financial advice for almost two years. The whole process from initially understanding our financial planning needs and risk profile has been excellent. There are two main aspects I would highlight, firstly the level of service we receive is first class, nothing is too much trouble and the range of expertise available to support our planning needs is impressive from tax & investment to pension planning. GWM have helped us navigate through the very complex process of pension planning and we feel that we have received the best advice available which has given us confidence to make some big planning decisions. Secondly the reports and tools available are ‘best in class’ in particular the ability through the portal to bring together a single view of our financial portfolio is very good. We have met our financial advisor and he has gone out of his way to help us understand what we are doing at each step of the journey and the performance of our investment products has been very good so far. I would have no problems in recommending GWM for financial planning advice.
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ID
#1216386 Review #1216386 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

Guardian Wealth Management – Helped us navigate the process of consolidating and optising our pension portfolio

Carla really helped us navigate the process of consolidating and optimising our pension portfolio and other investments. Carla was on hand to answer any questions we had along the way. Once we had decided what to do, Carla managed all the admin to make the process smooth and easy. We are really happy with the service we got from Guardian and Carla is a pleasure to work with.
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ID
#1197843 Review #1197843 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service

Guardian Wealth Management – Provides a top service and is professional in every facet of financial advice

I have been working with Ryan now for over two years, both face-to-face and remotely and he has always been very proactive to any questions or queries my wife and I have had. Ryan provides a top service and is professional in every facet of his financial advice. I have - and will continue - to recommend Ryan profusely to international workers looking for advice on existing assets or future financial planning. Luis DeVera
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ID
#1197841 Review #1197841 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

Guardian Wealth Management – Proactively looked for the most suitable investment plans

Since the spring of 2017, Jamie Tulip has been my family’s financial advisor at Guardian Wealth Management. His friendly character allows him to connect easily with other people. He has proactively looked for the most suitable investment plans that would be available for my family and provided us with careful advice. I can certainly recommend Jamie as a financial advisor! Maarten Litmaath
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ID
#1197840 Review #1197840 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Guardian Wealth Management's reply to:

Avoid

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
#1126978 Review #1126978 is a subjective opinion of poster.
New Reviewer

I took a frozen pension out of the UK on advice from these clowns. Four years on and after a lot of costs and commission in their pockets but zero contact, i have managed to get control of my fund, 96% of my original value and take it out of a load of schemes that had closed years ago. Really poor all round once they've signed you into commission heavy plans.

I am pleased to have Matthew overseeing my investment portfolio

I am pleased to have Matthew overseeing my investment portfolio. He takes care to ensure that I’m confident and well-informed in the decisions I make, by thoroughly explaining the products and options we discuss, and giving ample opportunity to ask questions and time to think decisions through at my own pace. I have no doubt that Matthew is looking out for my interests and that my financial future is more sound in his hands. Anna Ritchie
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ID
#979719 Review #979719 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service

Extensive knowledge of investment products and financial markets

In my 10 years working experience, I’ve met few that are as organized, proactive and responsible as Matthew. He is very dedicated to his work and clients and has extensive knowledge of investment products and financial markets. Matthew is not onlu a great financial advisor but he also has a strong aptitude for understanding his client’s needs which makes him a great person to work with. Nicolas Janvier
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Testimonial
ID
#979718 Review #979718 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service

Matthew is 100% trustworthy

I have been working with Matthew of many years now and I can only admire his acute professionalism, financial mastership and in-depth knowledge of global financial markets. Matthew is 100% trustworthy and always ready to help. Luis Cuervo Spottorno
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Testimonial
ID
#979717 Review #979717 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Guardian Wealth Management's reply to:

Guardian Wealth Management - Generali International Limited Vision Retirement Plan Review

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
#959794 Review #959794 is a subjective opinion of poster.
New Reviewer

Catastrophic advice, resulting in the loss of 90% of my investment in 2 years. No one in their right mind should go anywhere near Guardian Wealth Management.

Guardian Wealth Management's reply to:

Dear Mr. Charles, We are responding to your complaint on here as we are unable to find any trace of you on our client systems. Our Customer Care team has attempted to contact you on numerous occasions however the information you have submitted is incorrect. We are...
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1 comment
#887350

John Hasberry is actually the CEO of the firm funny enough I agree with what you posted. All of these firms are chop-shop operations, unethical salesman they don't even care about their employees.

Same with Credence Independent Advisers, Globaleye, PIC deVere Group. Also watch for that dirty *** Craig Ferguson too.

ID
#545583 Review #545583 is a subjective opinion of poster.
Location
Dubai, Dubai
Guardian Wealth Management's reply to:

Guardian Wealth Management - SCAM

Guardian takes legitimate complaints and concerns very seriously. Should you have a genuine complaint please contact us in writing in the first instance. Your nearest office can be found at http://www.guardianwealthmanagement.com/contact/. Our Quality Procedures ensure your case will be investigated and responded to within 8 weeks of your letter; sooner if possible. Following an initial review of the comments I find a number of the points confusing. The EEA Life Fund has never been classified as a scam, as confirmed by numerous professionals in linked comments to this thread. It has also not collapsed and continues to trade with active NAV. If you are of the opinion that you have lost your life savings through an investment in the EEA Life Fund it is very important that you get in touch for the latest update which outlines the recent restructuring for the suspended fund and will likely give you some very welcome good news. If you feel that the fund was not suitable for your investment horizons or plans then you should contact us so that we can assist in resolving your situation. Although many of the comments seem somewhat spurious it is important that all complaints are dealt with efficiently and effectively. Please write to us outlining the nature of your complaint, when the issues arose, where the policy commenced and by whom it was proposed. Please also include any relevant policy numbers and previous communications you have if possible. Unless your complaint is resolved within 1 business day you will receive regular updates from GWM as follows: - a written acknowledgement within 5 business days of GWM receiving your complaint; - within 4 weeks of GWM receiving your complaint, a final response or an explanation of why the complaint has not been resolved, together with an indication of when the firm will next contact you; and - within 8 weeks of GWM receiving your complaint, a final response or an explanation of why a response has been delayed and notification that you may refer your complaint to the relevant authority which will be discussed at that stage. Although rare, with over 7,000 satisfied clients, we do understand that mistakes can happen and Guardian will work hard to ensure that your issues are resolved to your satisfaction. Head of Compliance, Guardian Wealth Management
ID
#296973 Review #296973 is a subjective opinion of poster.
Reason of review
Bad quality
New Reviewer

Guardian Wealth Management - Scam!

Guardian Wealth Management is a so called wealth management company giving financial advice to expats around the world. The directors of the company are:

******

******

******

The head office address is actually ***** ******* home address. It is a farm where the staff also clean out horses stables and take dogs for a walk.

They are completely unregulated! Do not believe what you read on their website. Their regulations they state does not cover them for financial advice. its is a scam

The directors are fraudsters/***-artists. They all easily make £500,000 plus per annum tax-free

Guardian Wealth Management recruits sales people not qualified financial advisers. They have no respect for the profession and therefore no respect for actual professionals within the realm of FS.

They train there staff to cold call aggressively from lists that they steal from companies or *** out of individuals.

The way they contact clients is ethically unsound, and the advice they give is completely incorrect for 99% of people. They state that they are independent, however they are not. They only utilize a number of products for the aim to generate maximum commision only. YOU WILL LOSE MONEY! 100% GARANTEED

Their goal is to extract as much profit from each individual as possible. Their concern for sound professional advice is no existent.

This post is intended to shed light on the disgusting practices of Guardian Wealth Management, as a result I strongly urge potential clients to avoid dealing with them completely.

Guardian Wealth Management makes a fortune; dont let them fatten their mattresses with your savings!

Guardian Wealth Management = SCAM = AVOID

7 comments
#515606

Meeting them end of next week. So excited to bring this up during the "meeting"!! I will not give them a red cent but will grill them heavy!!

#495346

Complete scam artists.

Look on linked in they are all ex DeVere with no banking history...

pure product sales!!!!

25 year products... SCAM

#492644

I have lost 50% of my savings with them. AVOID

#431967

I too was connedd into putting my money in the EEA Life Settlement Fund

I have lost all my money

The directors are the only ones who have benefitted

SCAMMERS!

#431203

Do not fall for their lies about regulations! they are not allowed to be advising on investments.

I have found out that David Howell and John Hasbery have been bankrupt and sentence to prison man years ago for fraud

#659596
@guardianyourtimeisup

now you know this is all ***. If you use your brain and perform a cbr check on both of them i am pretty sure you will not find anything on them.

You need to grow up and get a life.

I trust GWM with my life I think you are just the person who does not have a life and sits behind a computer and looks for little things to get a buzz off. 8)

#431201

I am so so so happy that someone else has spoken out! Guardian wealth management ripped me off also. I have lost nearly all my lifes savings

They forced me into putting 100% of my money in to the EEA Life Settlements Fund which has now collapsed!

I have later found out that I should have had a balanced portfolio! However the GREEDY SALES MAN forced me into the EEA Life Settlements Fund because HE GETS MORE commission!!!!

STAY AWAY!

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