Guardian Wealth Management's reply to:

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...
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ID
#1384766 Review #1384766 is a subjective opinion of poster.
Location
Felpham, England
Guardian Wealth Management's reply to:

Miss Kapustina, GWM takes any complaints or concerns with respect to our propositions very seriously. We are deeply sorry about the experience you have had with respect to the advice you received. It is our duty to inform you that we have had to make some severe...
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8 comments
Anonymous
#1832038

I would not worry too much now they have run out of money and gone bust, news out soon. They are still spanking clients at the moment but not for long.

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#1313620 Review #1313620 is a subjective opinion of poster.

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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Testimonial

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

ID
#1268089 Review #1268089 is a subjective opinion of poster.
Reason of review
Good customer service

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!
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Testimonial

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

ID
#1268086 Review #1268086 is a subjective opinion of poster.
Reason of review
Good customer service

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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Testimonial

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

ID
#1268087 Review #1268087 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management - His advice has been sound, pragmatic and tailored exactly to my needs

I am a professional Engineer with over 30 years' experience in Nuclear Power industry. A couple of years ago I was fortunate to be presented with the chance to put my experience to good use in supporting the Abu Dhabi Government's ground breaking aspiration to build 4 Nuclear Power Stations and provide safe and sustainable energy for the people of the UAE. Having settled in as an 'Expat" I wanted to make the most of the opportunity to ensure my family are financial secure in the future, and establish a comfortable standard of living for my retirement. I am delighted to testify that Raza has helped me immensely in achieving this. From the outset of our relationship his advice has been sound, pragmatic and tailored exactly to my needs. Through his professionalism and obvious dedication he has earned both my trust and my respect... neither of which are easily won. Always willing to listen and provide financial guidance beyond what would normally expect, his mastery of the financial market complexities has given me peace of mind knowing my money is being well managed and will deliver ample provision for me in years to come. I would confidently recommend Raza to anyone looking for financial guidance, comfortable in the knowledge that he will provide the highest standard of assistance and support. His integrity and professionalism is obvious and I now consider him more than an excellent Financial Advisor; he is a friend.
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Testimonial

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

ID
#1268085 Review #1268085 is a subjective opinion of poster.
Reason of review
Good customer service

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.
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Testimonial

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

ID
#1216388 Review #1216388 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management – We trust his advice and guidance unreservedly.

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 carefully and respond to questions and queries almost immediately, always with a sensible, but effective solution. We are regularly kept well-informed of our plan’s progress; time and frequency are never a constraint. His product knowledge and ability to match these to our needs have been invaluable in our decision-making. Having Peter and his team looking after us has certainly put us at ease and given us more confidence about our financial future. We trust his advice and guidance unreservedly.
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Testimonial

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

ID
#1216387 Review #1216387 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management – The reports and tools available are ‘best in class’

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 receive is first class, nothing is too much trouble and the range of expertise available to support our planning needs is impressive from tax & investment to pension planning. GWM have helped us navigate through the very complex process of pension planning and we feel that we have received the best advice available which has given us confidence to make some big planning decisions. Secondly the reports and tools available are ‘best in class’ in particular the ability through the portal to bring together a single view of our financial portfolio is very good. We have met our financial advisor and he has gone out of his way to help us understand what we are doing at each step of the journey and the performance of our investment products has been very good so far. I would have no problems in recommending GWM for financial planning advice.
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Testimonial

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

ID
#1216386 Review #1216386 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management – Helped us navigate the process of consolidating and optising our pension portfolio

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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Testimonial

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

ID
#1197843 Review #1197843 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management – Provides a top service and is professional in every facet of financial advice

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 - and will continue - to recommend Ryan profusely to international workers looking for advice on existing assets or future financial planning. Luis DeVera
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Testimonial

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

ID
#1197841 Review #1197841 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management – Proactively looked for the most suitable investment plans

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 for my family and provided us with careful advice. I can certainly recommend Jamie as a financial advisor! Maarten Litmaath
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Testimonial

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

ID
#1197840 Review #1197840 is a subjective opinion of poster.
Reason of review
Good customer service
Guardian Wealth Management's reply to:

Guardian Wealth Management - Avoid

GWM takes any complaints or concerns with respect to our propositions very seriously. We are deeply sorry about your experience wth GWM. It is our duty to inform you that we have had to make some severe decisions and re-structure our higher management. Moreover, we have significantly changed our service propositon. We regret that we were not able to service you in the best way possible. Nevertheless, we hope you give us another opportunity in the furture. Warm Regards, GWM Client Relations
ID
#1126978 Review #1126978 is a subjective opinion of poster.

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 closed years ago. Really poor all round once they've signed you into commission heavy plans.

Guardian Wealth Management - I am pleased to have Matthew overseeing my investment portfolio

I am pleased to have Matthew overseeing my investment portfolio. He takes care to ensure that I’m confident and well-informed in the decisions I make, by thoroughly explaining the products and options we discuss, and giving ample opportunity to ask questions and time to think decisions through at my own pace. I have no doubt that Matthew is looking out for my interests and that my financial future is more sound in his hands. Anna Ritchie
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Testimonial

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

ID
#979719 Review #979719 is a subjective opinion of poster.
Reason of review
Good customer service

Guardian Wealth Management - Extensive knowledge of investment products and financial markets

In my 10 years working experience, I’ve met few that are as organized, proactive and responsible as Matthew. He is very dedicated to his work and clients and has extensive knowledge of investment products and financial markets. Matthew is not onlu a great financial advisor but he also has a strong aptitude for understanding his client’s needs which makes him a great person to work with. Nicolas Janvier
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Testimonial

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

ID
#979718 Review #979718 is a subjective opinion of poster.
Reason of review
Good customer service