Guardian Wealth Management's reply to:

Guardian Wealth Management - Would reccomend

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM!
ID
#1712924 Review #1712924 is a subjective opinion of poster.
Pros
  • Great service
  • Quick responses
  • Pension review
Cons
  • None to report
Reason of review
Good customer service

Great experience with Guardian Wealth Management over the last 5 years. Regular reviews with my advisor are a great asset. thank you guardian wealth!

Highly satisfied

I worked with Joel Colman and he gave me valuable advice on my retirement shortfall, he was so quick with responding to emails or calls.. I recommend speaking to Joel for an insight into your financial plan
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Testimonial

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

ID
#2101528 Review #2101528 is a subjective opinion of poster.

Great assistance

My adviser at GWM is amazing.. I was skeptical to invest my money because of the uncertainty during these times. But my adviser Got me in touch with a great provider that understood my requirements completely and helped me so much with investing in the right places
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Testimonial

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

ID
#2101526 Review #2101526 is a subjective opinion of poster.

Amazing savings advice

My saving plan was not performing well. I transferred to GWM a year ago and ever since then I have seen such a massive positive change in my savings!
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Testimonial

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

ID
#2101549 Review #2101549 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

Hi Silvina C, GWM takes any complaints or concerns expressed very seriously. As such we have referred your review onto our Compliance Department. In accordance with our procedures your case will be fully investigated and responded to as soon as possible. thanks
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2 comments
Nieshia
#1787549

Same here, surrendering my policy is also a big issue.

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ID
#1686947 Review #1686947 is a subjective opinion of poster.

Great advice for investing overseas

My adviser made investing abroad feel easy and simple, its crazy. He sat with me for such a long time to explain me everything in simple words and ran me through the entire process. He always keeps me updated all the time, never gave me a chance to chase him!
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Testimonial

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

ID
#2101548 Review #2101548 is a subjective opinion of poster.

My experience with GWM

Highly recommend Chris as an adviser. He took time to explain me every detail about the policy. He was so enduring with me and so professional!
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Testimonial

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

ID
#2101546 Review #2101546 is a subjective opinion of poster.
Guardian Wealth Management's reply to:

Happy with Guardian

Thanks for your feedback. We appreciate how difficult it can be to choose an Advisor having moved to a new country, and we are glad you chose GWM!
ID
#1663380 Review #1663380 is a subjective opinion of poster.
Pros
  • Savings plan
  • Customer service
Reason of review
Good customer service

Finding an adviser out here was tricky but Guardian have put me at ease from the start.

Patient and

My adviser personally was so down to earth and patient with me, he made sure I knew all the rules and regulations before signing off anything. He was transparent with the features of the financial plan that I was signing up to. The contact was very prompt and professional as well
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Testimonial

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

ID
#2101559 Review #2101559 is a subjective opinion of poster.
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.
ID
#1661431 Review #1661431 is a subjective opinion of poster.
Pros
  • Customer service
  • Pension review
  • Savings plan
Reason of review
Good quality

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

Thanks GWM

They handled my pension funds so well and advised me to invest in a valuable property. I would definitly recommend GWM services if you need help with your finances
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Testimonial

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

ID
#2101556 Review #2101556 is a subjective opinion of poster.

GWM client service

Many thanks to GWM for being so transparent with there advice. The way there advisers are trained shows that they truly put their customers first. The discussions were clear and to the point, the adviser was friendly and understanding. True example of great client service.
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Testimonial

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

ID
#2101552 Review #2101552 is a subjective opinion of poster.

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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Testimonial

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

ID
#1546085 Review #1546085 is a subjective opinion of poster.
Pros
  • Customer service
Reason of review
Good customer service
Guardian Wealth Management's reply to:

New Adviser

Thank you for your kind feedback. Unfortunately from time to time Advisers will move on for one reason or another, and this is why GWM have developed GWM Global Partners to ensure your experience with us remains unaffected. With over 10,000 clients worldwide GWM are constantly looking for ways to provide ongoing advice and to fulfil new levels of expectation from internationally mobile clients.
ID
#1529364 Review #1529364 is a subjective opinion of poster.
Pros
  • Quick responses
  • Customer service
Reason of review
Good customer service

As my financial adviser recently left i was worried about what this meant for my investments but thankfully the handover to my new representative has been really easy.

Approachable Advisor

Having been messed about by two other companies letting me down and cancelling meetings at the last minute the chap i met on both occasions from Guardian answered most of my questions straight away and came back to me to clarify the rest a couple of days later.
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ID
#1526859 Review #1526859 is a subjective opinion of poster.
Pros
  • Sales pitch
Reason of review
Good customer service