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Guardian Wealth Management's reply to:

1.8
Details
Miss Kapustina, GWM takes any complaints or concerns with respect to our propositions very seriously. We are deeply sorry about the experience you have had with respect to the advice you received. It is our duty to inform you that we have had to make some severe...
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8 comments
Anonymous
#1832038

I would not worry too much now they have run out of money and gone bust, news out soon. They are still spanking clients at the moment but not for long.

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ID
#1313620 Review #1313620 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor

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Verified Reviewer

Bad company

1.7
Details
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.

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ID
#2285608 Review #2285608 is a subjective opinion of poster.
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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Testimonial
ID
#2228933 Review #2228933 is a subjective opinion of poster.

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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#2228932 Review #2228932 is a subjective opinion of poster.

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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#2225054 Review #2225054 is a subjective opinion of poster.

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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#2224939 Review #2224939 is a subjective opinion of poster.

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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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#2225051 Review #2225051 is a subjective opinion of poster.

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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#2228931 Review #2228931 is a subjective opinion of poster.

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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#2225049 Review #2225049 is a subjective opinion of poster.

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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#2228929 Review #2228929 is a subjective opinion of poster.

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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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#2224936 Review #2224936 is a subjective opinion of poster.

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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#2211494 Review #2211494 is a subjective opinion of poster.

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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#2228928 Review #2228928 is a subjective opinion of poster.

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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#2224935 Review #2224935 is a subjective opinion of poster.

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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#2224934 Review #2224934 is a subjective opinion of poster.

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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ID
#2211493 Review #2211493 is a subjective opinion of poster.