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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.

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 more

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 more
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...
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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.
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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...
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Review
#1477125 Review #1477125 is a subjective opinion of poster.
Tags
  • inexperienced staff
  • Bad advice
  • Stay Away Bad Company
  • Passive

Guardian Wealth Management - 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!!
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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...
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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 par...

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...
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Review
#1453297 Review #1453297 is a subjective opinion of poster.
Reason of review
Loss of money
Loss
$17000
Preferred solution
Full refund
Guardian Wealth Management's reply to:

Guardian Wealth Management - Demoralising experience

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.
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Review
#1384766 Review #1384766 is a subjective opinion of poster.

Don't trust your money with Guardian Wealth Management

I had the worst experience ever and their unprofessional-ism, incompetence of the advisers and insincerity were continuously on display by staff and top management alike. Beware! They can sell ice during winter but then will drop you and will let you sink while they are cashing out big bonuses. No point complaining to Financial Ombudsmen as GWM have set their legal structure in a "smart" way - you will waist your time, health and money and they will continue to get hefty rewards from your unfortunate investments, bear no responsibility and continue to lie about their values on their website which they do not uphold. You would expect their advisers to be technically competent but unfortunately most of them have no clue and do not understand (and frankly do not care beyond the sales point) the complexity of international investments, tax frameworks, regulations etc. You are on your own! I have lost 100% of my investment with GWM mainly due to the incompetence of the advisers and them simply not understanding the importance of the information they have received from the fund and not passing it over to their client. They have promised to share the outcomes of the investigation and gave me the "we take complaints seriously" line, but if their CEO doesn't care about clients, what do you expect from the rest of the employees? As they say: "A fish rots from the head down".
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7 comments
Review
#1313620 Review #1313620 is a subjective opinion of poster.
Cons
  • How my complaint was handled
Reason of review
Poor customer service
Loss
$50000
Preferred solution
Full refund
Tags
  • Bad advice
  • Stay Away Bad Company
  • Gwm

Guardian Wealth Management - Stay away from these crooks!

I have lost 40,000 Euros to these crooks. Be aware, they are selling you Structured Notes, pretending that they are capital protected. This is a big lie! All that these products are giving is a high commission to this unethical company, and leave you with a policy that is crippling day by day. I couldn't understand why my values kept on diminishing, instead of increasing, and when I looked through the cash flow it appeared that from 60% up to a 100% were lost on several assets. Then they tell you "it's only virtual losses - your capital is protected". It's a big lie. When I asked for explanation, they don't even reply. As an expat, you cannot complain, because they are hiding in Dubai, Channel Islands, Guernsey and Switzerland, where you cannot even complain to the financial regulatory authority. EXPAT stay away!
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Review
#1262230 Review #1262230 is a subjective opinion of poster.
Reason of review
Loss
Loss
$40000
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

Testimonial

Guardian Wealth Management - I'm very pleased with the customer service

Jamie took over my under-performing portfolios and turned them around in a matter of months. Jamie has also helped set up my troisieme pillier and explained the process in full. I'm very pleased with the customer service he offers as well as patience in explaining financial issues to a non-expert!
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Review
#1268089 Review #1268089 is a subjective opinion of poster.
Reason of review
Good customer service