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  • The extension of the KID to insurance
    25.06.2014
    Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work. Originally brought in to help consumers cut through pages and pages …

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Financial Wealth Advisor – Netherlands

Financial Wealth Advisor – Netherlands

I have been working with Guardian Wealth Management for almost a year now, working with Mark Hollinworth as my financial consultant.

The process began with an in-depth fact-find, which consisted of Mark asking numerous questions to gain an intrinsic knowledge of my financial situation and goals.

Much of this was financially very personal, however I soon realised that my answers would help Mark to design a customised product which fits in with your financial needs.

After a well-thought process, Mark presented me with a product which helped me to fix my retirement needs and bring discipline to my savings.

I was approached, guided, and subsequently received professional feedback, always keeping my preferences in mind.

The recommended savings product is delivering returns so far as I expected, and as a next step Mark is now helping me with my short-term financial goals.

As a client, I am quite positive and see this relationship between me and Mark as an investment for my future.

I would recommend services from Guardian Wealth Management as being trustworthy, sharp, prompt and certainly healthy for my finances.

Ritesh Gupta | Senior Manager | Major Dutch Bank

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