Filter by rating
filters
State:
Show
City:
Show
Product:
Show

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 reviews

Guardian Wealth Management
I would like to express my thanks to Guardian WEALTH mANAGEMENT who have been my financial advisor now for six years. My adviser regularly reviews my investments and contacts me with suggestions.
Read

Guardian Wealth Management - It is so refreshing to find somebody who genuinely cares about your financial future

Guardian Wealth Management
I first met Ethan about 3 years ago and he did a fantastic job of untangling the mess that was my pensions from various different sources over the years. Everything was approached without any fuss and was explained at every step. The policy has performed well and there have been regular communications along the way to keep me informed of progress. Ethan is a guy you can trust. He follows through on everything he says and is my first port of call... Read

Guardian Wealth Management - He has given me peace of mind

Guardian Wealth Management
As an expat in the UAE I, as many others, am trying to use the opportunity to invest extra money for a long term investment. Cormac has been instrumental in a few ways: 1) He highlighted how a previous service provider was not necessarily investing my money in line with my risk profile. 2) I find his personal interaction and communication extremely professional, and he has been in contact with me constantly. 3) He has given me peace of mind... Read
I was misled by GWM Dubai into signing up for an RL360 policy while I was living there. Naively I trusted the financial adviser who misled me, to later find out that not he was NOT a qualified financial manager but they get the most commission the longer policies they...
View full review
1 comment
Anonymous
#1779673

I'm having this exact same experience. I'm considering surrendering my policy and just cutting my losses at this point because I think it can only get worse at this point. Very disappointing.

Review
#1686947 Review #1686947 is a subjective opinion of poster.
Cons
  • Inexperience of staff
  • Bad customer service
  • Scam
Tags
  • inexperienced staff
  • Bad advice
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!
Review
#1663380 Review #1663380 is a subjective opinion of poster.
Pros
  • Savings plan
  • Customer service
Reason of review
Good customer service
Tags
  • Savings Plan
  • International Investing

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.
Review
#1661431 Review #1661431 is a subjective opinion of poster.
Pros
  • Customer service
  • Pension review
  • Savings plan
Reason of review
Good quality
Tags
  • Great Company

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

Guardian Wealth Management's reply to:

Thank you for your kind feedback. Unfortunately from time to time Advisers will move on for one reason or another, and this is why GWM have developed GWM Global Partners to ensure your experience with us remains unaffected. With over 10,000 clients worldwide GWM are...
View full review
Review
#1529364 Review #1529364 is a subjective opinion of poster.

Guardian Wealth Management - Approachable Advisor

Having been messed about by two other companies letting me down and cancelling meetings at the last minute the chap i met on both occasions from Guardian answered most of my questions straight away and came back to me to clarify the rest a couple of days later.
View full review
Review
#1526859 Review #1526859 is a subjective opinion of poster.
Pros
  • Sales pitch
Reason of review
Good customer service
On behalf of GWM I apologise for the fact that you have found cause to raise concerns in relation to the services you have received. I can confirm that GWM takes any such comments seriously and as a result your concerns have been forwarded to our Compliance Department...
View full review
Review
#1477125 Review #1477125 is a subjective opinion of poster.
Tags
  • inexperienced staff
  • Bad advice
  • Stay Away Bad Company
  • Passive

Guardian Wealth Management in Worcester, England - What financial advice?

I’ve been with Guardian Wealth since June 2017 and they have never contacted me once in this time to discuss my funds. In that period they lost £4000 & they never once thought to contact me to review the situation. In my opinion they are only interested in obtaining there commission when setting up the accounts and then leave you to it, absolute rubbish!!
View full review
Review
#1459406 Review #1459406 is a subjective opinion of poster.
These crooks infiltrate expat circles around the Middle East creating a sense of credibility and trust. They are no more than used car salesmen with an entertainment expense account. Their schemes have effected many expats in Saudi Arabia, they closed their offices...
View full review
1 comment
Anonymous
#1709855

Yes they also defrauded the Welsh Government. They infilitrated Saudi Arabia illegally and plagued people with their cold calling. I met one who was actually on drugs at a party in Saudi

Review
#1457939 Review #1457939 is a subjective opinion of poster.
Guardian Wealth Management - Unimaginable pain
For those expats who have followed all the news about UNAIDS, I was the first woman to win a sexual harassment case against them before the Tribunal. It was an 8 year battle that left me emotionally and psychologically bruised. I put my money into an Old Mutual fund...
View full review
Review
#1453297 Review #1453297 is a subjective opinion of poster.
Reason of review
Loss of money
Loss
$17000
Preferred solution
Full refund

Contact Guardian Wealth Management Customer Service

Mailing Address:
Global Services
20 Route De Pre- Bois
Geneva, Geneva 1215
All Guardian Wealth Management Contacts

Guardian Wealth Management Blog

Guardian Wealth Management's reply to:

Guardian Wealth Management in Felpham, England - Demoralising experience

GWM takes any complaints or concerns expressed very seriously. As such a senior consultant has been in touch with yourself to discuss these directly with you. We have also referred your points onto our Compliance Department. In accordance with our procedures your case will be fully investigated and responded to as soon as possible. Although rare, with over 10,000 satisfied clients worldwide, we do understand that poor customer service is a serious issue. We would therefore like to reassure you that we will work with you in an effort to address your concerns and reach a resolution.

Head of Compliance, Guardian Wealth Management
Review
#1384766 Review #1384766 is a subjective opinion of poster.
Cons
  • Bad customer service
Reason of review
Poor customer service

I went to GWM in Doha to talk about opening a CRB SIPP and a CRB bond in Doha, hoping for something like 5% returns. The Account Manager (AM) said I should expect around 12% - yeah right.

Took their advice on investments including Mansion House student accommodation which I subsequently discovered had been panned in the press - they eventually went bust. Left Doha and returned to UK but might as well have fallen into a black hole as far as GWM were concerned. No contact from GWM for almost a year. Finally got allocated a new AM from the Geneva office and felt a bit more secure but that lasted 6 months.

New AM appointed about a year ago and tried to contact him last week. No reply. Looked on LinkedIn and found he'd left the firm 2 months ago. Scandalously not a word from GWM about the change.

Over the course of the last 5 years investments have been made and sold as each new AM arrived giving the impression this is a fee earning exercise for GWM. The SIPP gained 21% thanks largely to a fluke doubling of a £20K investment. As for the bond I might as well have put the money in the bank at 1% interest p.a.

I have completely lost faith in an organisation that obviously has no management oversight and continuity of service. The intention now is to transfer my investments to another "manager" and demand the return of some of the fess that they have taken for this shocking performance.