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Guardian Wealth Management
Reviews Chart
0
ISSUES RESOLVED
20
Company responses
21
TOTAL REVIEWS
340K
CLAIMED LOSSES
37.6K
PAGE VIEWS
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Verified ReviewerBad company
I put all my pension funds with GWM and it was a real bad decision, based on lies from this rogue company. They placed all my money into one fund, later when I started to explore the market I realised this fund was in the forth quartile against other companies in a similar fund sector. I decided to learn about the market myself and placed some of my fund in different funds, which performed well. The real shock came when I decided to move the fund elsewhere (Fisher), the exit fees were breath taking. Since being in Fisher the fund has preformed very well, and with less running costs. I would suggest to avoid this company at all costs unless you wish to be charitable to the rogues that run this business.
User's recommendation: Go elsewhere.
1 comment
ID
Service
Guardian Wealth Management Financial Advisor
Loss
$35000
Preferred solution
Price reduction
Review for Simon Athwal
Simon is my account manager and he has never disappointed me with his service. He is fast with replying to emails/calls/msgs and is a professional advisor
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honest review
Advisor was honest with me and stated all the factual information regarding whats going on in the market currently.
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Teamwork makes the dream work!
During the peak of the pandemic, my advisor and his team worked together to improve my portfolio and my portfolio performed much better than I expected. My trust with my advisor has become stronger and I look forward to workin with him in the future.
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Colin Estlick has been a great of great service
Im personally here to appreciate colin estlick’s services. I have been working with him for one year and its been an experience. He calls and sends me monthly reports with his advice. I am happy to switch from my old advisor to Colin. Thanks.
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Review
I am happy with the annual policy that I recently had with my advisor. I am happy and satisfied with the service
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PissedConsumer.com fights for consumer rights
Investment review
I met with Kevin Crowther recently and he surprised me with the annual review of my portfolio. He listed down all the options for me and provided some great advice on how to cut down on my expenses. He is friendly yet professional!
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Fantastic first impression
A very pre-planned consultation as I could tell that the advisor was well prepared before hand and was not there to waste his or my time! The meeting was professional and to the point – I’m highly impressed
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Good advice and service
I am pleased with the service that GWM provides and have been satisfied with all meetings with my advisor. I recommend.
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Regular follow-ups
Our family advisor follows up with us regularly and has truly made us feel comfortable about our investments. I recommend having a consultation and seeing for yourself.
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Companies Similar to Guardian Wealth Management
I look forward to working with him in the long term
Having to experience too much talking in the past with few results, I went to GWM with less hopes but when Christopher bowler handles my finances, he took time and explained every thing in steps to me. He also double checked if I understood them, he made sure to make the best out of my decisions. He is honest with his clients and cares about the well-being as a human and I look forward to working with him in the long term.
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Chris Ellis
Chris is great at communicating and is a very pro-active advisor. He recently carried out a conference call which was so straightforward and informative. I recommend Chris
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I recommend meeting with one of the GWM advisors, as they know what they are doing!
I recommend meeting with one of the GWM advisors, as they know what they are doing! The advisors gave great insights on the current pandemic and investments concerns – I think this is a good start.
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helped to establish trust and reliability
I had a very first good impression of GWM as my first meeting with my advisor crossed my expectations. I had good discussions and received clear answers to my questions which helped to establish trust and reliability
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I am satisfied.
Very simple and straight forward discussions. My advisor breaks everything down so smoothly and is patient with me at all times. I am satisfied.
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my advisor is clear , punctual and patient with me
My advisor has been so clear, punctual, and patient with me. He informs me about each and every next step and controls my finances in a very professional and organized matter.
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Hi Simon, GWM takes any complaints or concerns with respect to our service very seriously. We would like to reassure you that we are committed to working with you in an effort to address your concerns and reach to a resolution. Warm Regards, GWM Client Relations