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.
Review about: Guardian Wealth Management Financial Advisor.
Reason of review: Good customer service.