Welcome to Guardian Wealth Management Community
Guardian Wealth Management is a company that provides quality, impartial financial advice on all matters of wealth management. In order to provide comprehensive wealth management advice, financial advisers of the company offer a full range of financial planning solutions. Guardian Wealth Management services include Savings Plans, Lump Sum Investments and Offshore Investments, Education Fees Planning, Inheritance Tax Planning, Retirement Planning and Pensions (inc. QROPS, SIPPS), Life Assurance and more. The company has been on the market since 1994. Today Guardian Wealth Management operates fully regulated offices in such locations as the Dubai, Qatar, Netherlands, Frankfurt, Brussels, the United Kingdom and Hong Kong. Here at Guardian Wealth Management, our priority is meeting your needs. We offer professional help and advice through our expert Financial Planners, giving you the support to build and maintain your personal wealth, so that you can enjoy the rewards of your hard work and pass it on to future generations.
Most helpful reviews first
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...Read more
I didn't like
- How my complaint was handled
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...Read more
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...Read more
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...Read more
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...Read more
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!
Guardian Wealth Management – takes the time to explain every detail until I completely understand the investments
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 returns. I have total trust in William and would recommend him if you are looking for a person who is ahead of the game, honest and sincere.
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...Read more
Guardian Wealth Management - Tyla is a great professional and a great person
Being the skeptical scientist that I am, it is often not easy for me to accept advice from others, but there is no doubt that the development of my finances has been much better under his guidance than it would have been otherwise. In short, Tyla is a great professional and a great person. Recommended!
Guardian Wealth Management - Carla was on hand to answer any questions we had along the way
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 smooth and easy. We are really happy with the service we got from Guardian and Carla is a pleasure to work with.
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