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 - GWM Quarterly Policy Review

Guardian Wealth Management
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 - Straightforward, Professional and Honest Investment Advice

Guardian Wealth Management
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 - Proficient Investment Advice

Guardian Wealth Management
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 - 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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Testimonial

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

ID
#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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Testimonial

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

ID
#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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Testimonial

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

ID
#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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Testimonial

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

ID
#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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Testimonial

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

ID
#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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Testimonial

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

ID
#2011843 Review #2011843 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
ID
#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's reply to:

Guardian Wealth Management - Investing for early career professionals

At GWM we assist over 10,000 clients globally in a whole range of differing circumstances. We are delighted to hear you are happy with your GWM experience so far, and thank you for your kind words.
ID
#1735922 Review #1735922 is a subjective opinion of poster.
Pros
  • Quick responses
  • Savings plan
  • Sales pitch
Cons
  • None to report
Reason of review
Good customer service

As an early career professional i know i need to be investing for the future but thats easier said than done. GWM provides an interesting portfolio of different options that is custom tailored to my future objectives. I have so far been impressed with the follow up and level of details in the approach GWM which is helping me have a better understanding of the complicated market.

Guardian Wealth Management's reply to:

Guardian Wealth Management - Set up a savings plan

Thank for your kind feedback. At GWM we are always looking for ways to harness technology and bring our clients and Advisers closer together.
ID
#1735897 Review #1735897 is a subjective opinion of poster.
Pros
  • Savings plan
  • Customer service
  • Quick responses
Cons
  • Other firms in the same market untrustworthy
Reason of review
Good customer service

Simple, straight forward and easy to access online and by email

Contact Guardian Wealth Management Customer Service

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

Guardian Wealth Management Blog

Guardian Wealth Management's reply to:

Guardian Wealth Management - Great adviser- always helpful

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM.
ID
#1735323 Review #1735323 is a subjective opinion of poster.
Pros
  • Quick responses
  • Pension review
  • Savings plan
Cons
  • None to report
Reason of review
Good quality

Living in Dubai and working in Iraq means I dont have a lot of spare time. When I do it's usually outside the usual office hours but thankfully my adviser is always able to answer my calls!

Guardian Wealth Management's reply to:

Guardian Wealth Management - Misleading

GWM takes any complaints or concerned expressed very seriously. As such your feedback is already with our Compliance Department who are investigating the points you have raised and will be in touch again with their findings. Please feel free to contact us in the meantime if you have any further questions or concerns.
ID
#1727781 Review #1727781 is a subjective opinion of poster.
Cons
  • All
Reason of review
Return, Exchange or Cancellation Policy
Loss
$21000
Preferred solution
Full refund

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website.

Verified Reviewer

I was misled by GWM into signing a policy while I was living in the Middle East, unfortunately I trusted the financial adviser who misled me from the beginning.

He showed me a contract with all the points we agreed on and told me he only have one copy of the contract but was not a problem as the contract will be uploaded online.

Later GWM showed me a totally different contract with my signature on the last page and no initials on the other pages.

Promises from the GWM compliance manager that the board of directors will review my case is one ongoing for 11 months, maybe the board of directors at GWM are very busy people.

If someone is interested in details please send an email to ernest.thuis@gmail.com so i can forward documentation and you can conclude based on documentation.

Guardian Wealth Management's reply to:

Guardian Wealth Management - Would reccomend

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM!
ID
#1712924 Review #1712924 is a subjective opinion of poster.
Pros
  • Quick responses
  • Customer service
  • Great service
Cons
  • None to report
Reason of review
Good customer service

Great experience with Guardian Wealth Management over the last 5 years. Regular reviews with my advisor are a great asset. thank you guardian wealth!

Hi Silvina C, GWM takes any complaints or concerns expressed very seriously. As such we have referred your review onto our Compliance Department. In accordance with our procedures your case will be fully investigated and responded to as soon as possible. thanks
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2 comments
Nieshia
#1787549

Same here, surrendering my policy is also a big issue.

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ID
#1686947 Review #1686947 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

Guardian Wealth Management - Happy with Guardian

Thanks for your feedback. We appreciate how difficult it can be to choose an Advisor having moved to a new country, and we are glad you chose GWM!
ID
#1663380 Review #1663380 is a subjective opinion of poster.
Pros
  • Customer service
  • Savings plan
Reason of review
Good customer service

Finding an adviser out here was tricky but Guardian have put me at ease from the start.

Guardian Wealth Management's reply to:

Guardian Wealth Management Great service

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM.
ID
#1661431 Review #1661431 is a subjective opinion of poster.
Pros
  • Pension review
  • Customer service
  • Savings plan
Reason of review
Good quality

Happy to have been with Guardian for over 5 years now. great service, always on hand to assist Happy Like Like Like Like Like Ninja Sleepy Happy