Product: Guardian Wealth Management Financial Advisor Clear all filters (14 of 14 reviews match)
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Guardian Wealth Management's reply to:

Guardian Wealth Management Great service

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM.
Review
#1661431 Review #1661431 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Pros
  • Customer service
  • Pension review
  • Savings plan
Reason of review
Good quality
Tags
  • Great Company

Happy to have been with Guardian for over 5 years now. great service, always on hand to assist Happy Like Like Like Like Like Ninja Sleepy Happy

Testimonial

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

Guardian Wealth Management reviews

I would like to express my thanks to Guardian WEALTH mANAGEMENT who have been my financial advisor now for six years. My adviser regularly reviews my investments and contacts me with suggestions.
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Review
#1546085 Review #1546085 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Pros
  • Customer service
Reason of review
Good customer service
Tags

Guardian Wealth Management in Worcester, England - 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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Review
#1459406 Review #1459406 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Guardian Wealth Management's reply to:

Guardian Wealth Management in Felpham, England - Demoralising experience

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 will be fully investigated and responded to as soon as possible. Although rare, with over 10,000 satisfied clients worldwide, we do understand that poor customer service is a serious issue. We would therefore like to reassure you that we will work with you in an effort to address your concerns and reach a resolution.

Head of Compliance, Guardian Wealth Management
Review
#1384766 Review #1384766 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Cons
  • Bad customer service
Reason of review
Poor customer service

I went to GWM in Doha to talk about opening a CRB SIPP and a CRB bond in Doha, hoping for something like 5% returns. The Account Manager (AM) said I should expect around 12% - yeah right.

Took their advice on investments including Mansion House student accommodation which I subsequently discovered had been panned in the press - they eventually went bust. Left Doha and returned to UK but might as well have fallen into a black hole as far as GWM were concerned. No contact from GWM for almost a year. Finally got allocated a new AM from the Geneva office and felt a bit more secure but that lasted 6 months.

New AM appointed about a year ago and tried to contact him last week. No reply. Looked on LinkedIn and found he'd left the firm 2 months ago. Scandalously not a word from GWM about the change.

Over the course of the last 5 years investments have been made and sold as each new AM arrived giving the impression this is a fee earning exercise for GWM. The SIPP gained 21% thanks largely to a fluke doubling of a £20K investment. As for the bond I might as well have put the money in the bank at 1% interest p.a.

I have completely lost faith in an organisation that obviously has no management oversight and continuity of service. The intention now is to transfer my investments to another "manager" and demand the return of some of the fess that they have taken for this shocking performance.

Testimonial

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

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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Review
#1268091 Review #1268091 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Testimonial

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

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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Review
#1268090 Review #1268090 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Testimonial

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

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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Review
#1268087 Review #1268087 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Testimonial

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

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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Review
#1268085 Review #1268085 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Testimonial

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

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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Review
#1216387 Review #1216387 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service
Testimonial

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

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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Review
#1216386 Review #1216386 is a subjective opinion of poster.
Service
Guardian Wealth Management Financial Advisor
Reason of review
Good customer service