William has done a fantastic job, he takes the time to explain every detail until I completely understand the investments he is investing my money into. My portfolio is growing and although I have instructed William to invest cautiously I am still very happy with the...
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Carla really helped us navigate the process of consolidating and optimising our pension portfolio and other investments. Carla was on hand to answer any questions we had along the way. Once we had decided what to do, Carla managed all the admin to make the process...
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Discovering Peter and Guardian Wealth Management has been like a breath of fresh air and came at the perfect time for us. What we appreciate most about dealing with Peter and his colleagues is their ability to explain everything clearly and logically. They listen...
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GWM have been supporting us with expert financial advice for almost two years. The whole process from initially understanding our financial planning needs and risk profile has been excellent. There are two main aspects I would highlight, firstly the level of service we...
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Since the spring of 2017, Jamie Tulip has been my family’s financial advisor at Guardian Wealth Management. His friendly character allows him to connect easily with other people. He has proactively looked for the most suitable investment plans that would be available...
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I have been working with Ryan now for over two years, both face-to-face and remotely and he has always been very proactive to any questions or queries my wife and I have had. Ryan provides a top service and is professional in every facet of his financial advice. I have...
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I took a frozen pension out of the UK on advice from these clowns. Four years on and after a lot of costs and commission in their pockets but zero contact, i have managed to get control of my fund, 96% of my original value and take it out of a load of schemes that had...
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For the 1 year I've been with Guardian management, Mr Neil Glaze has done a wonderful job in guiding my finances for the long term. Such great financial advisors him and his colleague Pete Gollogly have been to me. They have been there for me at all times and supplied...
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I sought advice from several companies which included Guardian Life Management. In my eyes Jonathan Lumb was the only adviser who listened with a professional, disinterested open mind. He took into account the benefits of my membership, the idiosyncrasies of the Scheme...
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Paul is a consummate professional; extremely articulate; analytical; hard working and service-oriented. I would recommend Paul implicitly, for any individual seeking financial advice and guidance. Paul has provided such a good service for me, my family and friends that...
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