What Their Customers Are Saying ?

All testimonials are provided and verified by Guardian Wealth Management. Verified testimonials on Opinion Corp is a paid feature of the platform.

Guardian Wealth Management - MOST SECURE, PAINLESS AND EASY PENSION TRANSFER

Guardian Wealth Management
Geneva is really confusing for pension transfers. The licenses and qualifications required for a firm to do so are extensive. In the past I have worked with companies that have not had sufficient licenses to meet these demands and my monies are not looked after. I was contacted by GWM and I asked them if they could help me transfer my pension. They immediately booked me in with their pensions department and a pension specialist advisor. I was... Read more

Guardian Wealth Management - UK expat residing in Geneva

Guardian Wealth Management
Switzerland has been my home for the last 6years and I have been approached by many companies that are eager to know more about goals in life and my expectations with my savings. I have often received calls where they have tried to “help me”. Fortunately, I met with Carla Smart and she has been the most reliable and professional. She follows up regularly regarding any update with my current portfolios, any changes that are required, any opportunities that are worth exploring. I find this very crucial and beneficial as I believe regular feedback for my investments is when I know that my monies are SAFE. I feel very comfortable with CARLA SMART and I think anyone planning on moving their UK pension plan needs to consult her.
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Guardian Wealth Management - Wealth management for financing for the long term

Guardian Wealth Management
I have been investing my money for 20 years now. I started early and I try to manage my money for the long run. GWM provided me an interesting prospect for money management in the long run. This plan is very tailored to what I expected and my needs. I was specifically looking for sustainable funds and denominated in USD as I will be moving there in the next 5-6 years. The advisor was very smart and knew the information regarding the portfolio that he pitched me. The advisor told me not to worry about timing the market but actually believing in the strategy that he proposed. The review meeting was really informative and interactive.
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Guardian Wealth Management - GWM Quarterly Policy Review

Kevin Crowther called me here in South Australia for a GWM Policy review this evening. He was professional at all times with a friendly attitude. I explained my previous history with the organization and disappointment at the length of time it took for a withdrawal. He reassured me that due to the re-branding, he was re-assigned the case and he will be managing my policies from now on and left me feeling confident that I was in good hands. I am very pleased to know that the company took a step forward to better their services and the customer interaction. I feel reassured and I can now trust them with my monies. Thank you!
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011835 Review #2011835 is a subjective opinion of poster.

Guardian Wealth Management - Straightforward, Professional and Honest Investment Advice

At first I was very cautious in trusting anybody with my money, however, GWM have provided an outstanding service offshore and after I returned home to the U.K. Switching my plans to the UK and having them look after my policies was an easy and straightforward switch. Their straightforward, professional and honest advice has restored my faith. Thanks guys!
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011831 Review #2011831 is a subjective opinion of poster.

Guardian Wealth Management - Proficient Investment Advice

Clear and focused discussion that took into account my investment needs and expectations and provided a clear way forward. Especially in such times, when uncertainty is at its peak. My advisor worked with me to plan for the future.
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011828 Review #2011828 is a subjective opinion of poster.

Guardian Wealth Management - Professional, Value Based and friendly relationship – I would recommend GWM

I started seeking assistance from the group in 2018, the advisor that was supporting was very professional, knowledgeable and proactive. There were a number of organizational changes which impacted the ongoing relationship which was disappointing. However, after the certain changes in the management, the company ensured that an advisor listened to the concerns I had and took accountability and worked to improve the relationship. My relationship so far has been very customer-centric, I am able to talk to my advisor about my personal preferences. I have been very pleased with the service, proactiveness and trust that has been restored. I would recommend them!
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011841 Review #2011841 is a subjective opinion of poster.

Guardian Wealth Management - INTRODUCTORY MEETING – to understand my finances and future

This was just an introductory meeting to connect and explain a new direction but I was put at ease by the easy rapport that was struck up. I appreciated that explanations were easily understandable and that my concerns and comments were listened to with a promise to follow-up and always be contactable. After the introductory meeting, I still had communications with the advisor regarding my investments in a very professional and organized way. My advisor and his team communicated with me till my funds were accurately invested. We have since then also spoken about the next review meeting. Everything regarding my investment is planned and communicated to me.
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011839 Review #2011839 is a subjective opinion of poster.

Guardian Wealth Management - Long term Investment Advice

Recently, had a review with your adviser Kevin Crowther for the first time: he is my new adviser. During the review he was friendly to me, and we had valuable discussion regarding my plan for my future and how I need to invest to get where I want. I valued his advice on thinking about the big picture and with current scenarios he showed me factual evidence of certain funds. He took my personal preferences into consideration. I followed his recommendation to reorganize my policy. I hope we continue as we are.
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011837 Review #2011837 is a subjective opinion of poster.

Guardian Wealth Management - Excellent Service!

GWM called me for an introductory meeting with a financial advisor. At this meeting we spoke about my savings, my retirement plan and other reasons on why I wanted to save for my family. After the introductory meeting, the advisor called me for a review for opening up a policy. All the information was clearly explained and timely send! New selection of funds was done exactly according to my risk assessment test result. In our case sending of documents was quite difficult, therefore GWM arranged a pick up at our home. All requests been done accordingly in a timely manner. Good support provided by my advisor, Simon!
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011847 Review #2011847 is a subjective opinion of poster.
Originally the experience with GWM was getting poor especially with many changes with financial advisors in Dubai. In addition to this I found my old advisor left the firm and they contacted me to go with them. However, I decided to stay with GWM. After a few changes...
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011845 Review #2011845 is a subjective opinion of poster.

Guardian Wealth Management - 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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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2011843 Review #2011843 is a subjective opinion of poster.

Contact Guardian Wealth Management Customer Service

Website:
www.gwm-intl.com
Mailing Address:
20 Route De Pre- Bois
Geneva, 1215
Switzerland
Phone:
+9 714 450 9799
Contact Guardian Wealth Management Customer Service

Guardian Wealth Management Blog

Guardian Wealth Management - 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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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2030664 Review #2030664 is a subjective opinion of poster.

Guardian Wealth Management - 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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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2030661 Review #2030661 is a subjective opinion of poster.

Guardian Wealth Management - 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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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2030658 Review #2030658 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

Guardian Wealth Management - 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.

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

Guardian Wealth Management - 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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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2035579 Review #2035579 is a subjective opinion of poster.

Guardian Wealth Management - 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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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

ID
#2035578 Review #2035578 is a subjective opinion of poster.