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.

Review for Simon Athwal

Guardian Wealth Management
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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honest review

Guardian Wealth Management
Advisor was honest with me and stated all the factual information regarding whats going on in the market currently.
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Teamwork makes the dream work!

Guardian Wealth Management
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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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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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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#2224939 Review #2224939 is a subjective opinion of poster.

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

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

my advisor is clear , punctual and patient with me

My advisor has been so clear, punctual, and patient with me. He informs me about each and every next step and controls my finances in a very professional and organized matter.
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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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#2224931 Review #2224931 is a subjective opinion of poster.

Even though I live in Belgium, I still receive the best remote advice

I have been with GWM for over 10 years now and they helped me protect my wealth during these volatile times! Even though I live in Belgium, I still receive the best remote advice from my advisor. He is very knowledgeable and active with responses.
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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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#2211490 Review #2211490 is a subjective opinion of poster.
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...
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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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#2057197 Review #2057197 is a subjective opinion of poster.

UK expat residing in Geneva

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

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#2057196 Review #2057196 is a subjective opinion of poster.