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.
Product or Service Mentioned: Guardian Wealth Management Customer Care.
Reason of review: Good customer service.