Product: Guardian Wealth Management Financial Advisor Clear all filters (12 of 12 reviews match)
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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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Guardian Wealth Management Financial Advisor
Review #1459406 is a subjective opinion of poster.
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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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Guardian Wealth Management Financial Advisor
Review #1384766 is a subjective opinion of poster.
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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...
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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1268091 is a subjective opinion of poster.
Testimonial
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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...
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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1268090 is a subjective opinion of poster.
Testimonial
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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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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1268087 is a subjective opinion of poster.
Testimonial
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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...
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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1268085 is a subjective opinion of poster.
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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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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1216387 is a subjective opinion of poster.
Testimonial
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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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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1216386 is a subjective opinion of poster.
Testimonial
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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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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1197841 is a subjective opinion of poster.
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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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Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Review #1197840 is a subjective opinion of poster.