Reply by Guardian Wealth Management

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 in order that they may investigate the points you have raised and someone will be in touch with your shortly.

We do understand that poor customer service is a serious issue and would like to reassure you that we will with you in an effort to address your concerns and reach resolution.
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I was roped in as well. It was ok at the beginning until I moved country. Then I had no contact with my adviser, he did not respond to emails and had moved as well, so no phone.

Then the revolving door of advisers started, sometimes I had 2 in a year, always starting from scratch. I had no follow up when I sold an asset and the cash did not appear for half a year. I had to be constantly on them to finally get a resolution. I had one good one for a period of 1.5 years. She reset my portfolio that had lost 20% by then, too. With her gone my account was moved to Dubai.

The advisers are so inept they cannot even figure out time zones let alone document information about contact preferences. Hence first contact is in the middle of the night.

I am finally leaving the lock period this year. I will pull the remainder of my money.

Reason of review: Bad quality.

Monetary Loss: $30000.

I didn't like: How my complaint was handled, Bad customer service, Inexperience of staff, Products that were declared unethical and locked in, Revolving door of advisers.

  • inexperienced staff
  • Bad advice
  • Stay Away Bad Company
  • Passive
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