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Advisor reach out to me during lockdown

I appreciate very much the contact I have with my advisor Chris Ellis. Chris is always very available to his clients and he provides up to date and sound advice, which is reassuring. Given the current situation with the uncertainty and market sell offs, it was important for me to understand the fluctuation of my policy and the plan ahead. My advisor reassured me that the Investment team have conducted a due diligence and diversified portfolio to take into account the downturns and they are reviewing funds on a daily basis. Chris provided sound, structured feedback and I was contacted via email/phone/video calls during the lockdown to make sure that my monies were in secure hands.
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#2011843 Review #2011843 is a subjective opinion of poster.

COVID 19 Online reviews reassured me

Due to the current scenario, I was fired and it was really difficult for me to manage everything. When I spoke to Christopher Ellis from GWM, I was inclined to believe that my investments are secure and I could make decisions with regards to my savings. I got in touch with Chris via a conference call and he was very understanding. He helped me look at the positive aspects and the ways my portfolio has limited the downfalls. I felt reassured. Thank you Chris.
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#2030664 Review #2030664 is a subjective opinion of poster.

GWM - My Trusted Advisors

I have been with GWM for 6 years and they have always been able to justify their changes made to my portfolio. I have now opened three plans with them (one of them was my pension that got transferred from the UK). My advisor has always been in touch with me and provided constant feedback regarding my funds. In the midst of Covid-19, I found my portfolio to be doing well because of the lower risk I was exposed to. My investments and portfolios have been revised since then and I receive regular updates when required from my advisor. If my portfolio needs any rebalancing, my advisor sends me and email and calls me to keep in touch. I am really happy with my relationship with my advisor.
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#2030661 Review #2030661 is a subjective opinion of poster.

Value for money

5.0
Details
I have been GWM’s client for 5 years now and I can confidently say that investing with them brings value for money. My adviser always makes sure I do not have excess cash sitting, he always comes with a focused and well-researched investment plan that produces a decent ROI for me.
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#2124208 Review #2124208 is a subjective opinion of poster.

Trusting GWM and been their client for 3 Years

My Experience with GWM has been great. Simon Athwal is my current advisor and I feel blessed to have him. He has always been available. Him and his team have always provided sound recommendations for my savings. I am currently saving for my retirement and me and my wife trust GWM with all our financial queries. Simon and I speak on a quarterly basis and his team follows up with me and keeps me up to date with my investments. It has been three years and I can trust GWM with my Monies.
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#2030658 Review #2030658 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

Happy with my adviser

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM
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#1803781 Review #1803781 is a subjective opinion of poster.
5.0
Details

Happy with the service. My adviser is always responsive and explains things so i understand.

Professional service

This was a very professional service, the advisor was experienced and knowledgeable. The communication with the back office was great as well. They knew what was happening with my money at all times. They emailed me after a week regarding an issue with the third party and resolved this in the next 24 hours and I did not miss out on any returns. It was very quick and everything was conveyed to me in a professional manner. I have a lot of faith in GWM
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#2035579 Review #2035579 is a subjective opinion of poster.

This company introduced me to different strategies

Advised received from my advisor was very different and strategic. Chris Ellis is an excellent advisor, his ability to manage my funds is great. I have and will be increasing contributions because I have seen his advice helped me a lot. He always checks with his team and his Investments department when finalizing everything. He has explained me different products for Mortgages etc and introduced me to the right people to follow up with them. I know that his advice is given by qualified professionals that have provided me with detailed explanation on charging structures as well. I have introduced several people to Chris.
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#2035578 Review #2035578 is a subjective opinion of poster.

Monies In safe hands

My advisor has always given a considerable amount of time to understand my goals and plans for the future. We have took measures to make sure my goals are achievable. When markets are highly volatile that is when you can really know whether or not your advisor can advise you well. Also, if they have the experience and qualifications to minimize your loss by different strategies that I could never under be able to do on my own. I am assured that I am paying for good resources and qualified professionals that genuinely care about my money. After the markets dropped my advisor Kevin Crowther reached out to me and his team emailed me all the facts and figures and I did not have to panic during the pandemic. Best service I have ever received!
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#2035575 Review #2035575 is a subjective opinion of poster.
Review with GWM for my plans is annually. My advisor Max Gerstein is great. This year my review covered all topics that I needed to know regarding my plan and any other ways to increase my returns with other plans for the future. My review with him has made me trust...
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#2039132 Review #2039132 is a subjective opinion of poster.

GWM service with client care calls and reviews

Kevin Crowther is a great financial advisor, he presented me with brochures regarding how his team functions and how often should I expect to hear from them. The brochure was very informative and was explained to me very well. I would strongly recommend him as an advisor, the communication has been great.
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#2035583 Review #2035583 is a subjective opinion of poster.

Introductory meeting gone well

5.0
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GWM called me for an introductory meeting and unlike other introductory meetings, my adviser gave me a new direction whilst also clearing out my doubts and concerns. He was genuinely interested in listening to my problems instead of talking about the services GWM offers! Great job, I would recommend
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#2124207 Review #2124207 is a subjective opinion of poster.

Account Review call with GWM

Mine was a call review with the advisor Alexander Woodhead. I have a 9 yr plan and this was the first time that I spoke with an advisor at GWM. I was sure that they would be more capable of managing my policy because their recommended portfolio outperformed what I was invested in. They also discussed the charges with me and I was not aware how much that affected my monies in the plan. He had a very good understanding of my industry and I was assured that him and his team will be looking after my monies. They called me back in a few days after my funds were invested to check how I was doing and if I needed anything else. Especially with the current circumstances, I felt that they wanted to establish a friendly, client focused relationship with me.
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#2035581 Review #2035581 is a subjective opinion of poster.

My portfolio performed better

5.0
Details
Covid-19 has negatively affected peoples income a lot . GWM advised me to be diverse with my portfolio due to which my portfolio performed relatively better during these times
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#2124205 Review #2124205 is a subjective opinion of poster.

Pleasant experience moving back to the UK

I had a very pleasant experience with my adviser during the process of moving back to the UK. He reviewed the entire process of moving and ran me through it in detail. The process was effortless for me as the GWM UK office handled it seamlessly
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#2101521 Review #2101521 is a subjective opinion of poster.