Guardian Wealth Management – Testimonials

At Guardian Wealth Management we take our role as financial advisors very seriously. Financial planning is a very important issue and we value the trust that our clients put in us to deliver sound financial advice, in order to help them secure a better future.

We have been offering our wealth management advice to expats and clients around the world for many years and are proud of the excellent reputation that we have gained through our hard work and our dedication to provide premium quality customer service.

We have also worked hard to gain authorised status from all of the relevant regulatory bodies in the locations from which we operate. This in itself validates us as professional and qualified independent financial advisors – but the best way to demonstrate our high standard of service is by letting you hear it from some of the clients that we have helped over the years.

What Our Clients Say About Our Financial Advice Services

We have built many long-lasting relationships with our clients because they know that they can trust Guardian Wealth Management to provide honest, clear and impartial financial advice. Here are a few testimonials from clients who have benefited from our wealth management advice.

“Coming close to Christmas, I feel that this is a good time to give you some feedback with regards to Neil Glaze, who has been advising me on my finances for more than a
year now. Considering the current economic climate, which is affecting the whole world, financial advice is more important than ever. Mr Glaze has been consistently
vigilant over my finances, and guided me in a way such that my investments grow sufficiently, while not taking any undue risks.

Mr Glaze is courteous and polite, and is always happy to spend time to explain to me the more intricate details of the financial world in a way that I understand,
though without being patronising. This is not always an easy task, though Mr Glaze always seems to manage.

For my long term financial planning, Mr Glaze quite correctly puts some gentle, though necessary, pressure on me, to ensure that my later years will be comfortable
and as stress free as possible, at least with regards to my financial situation at that time.

As a final note, I feel at ease with Mr Glaze looking after my finances, and I am confident that he will continue to advise me of any adustments required in the future, to ensure that my assets remain healthy while keeping the correct balance between risk and reward.”

James Cook

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“Guardian Wealth Management is not a fly-by-night operation. Throughout the last five years, I have found them reliable and professional.

Their recommended products tend on the cautious side of investing so be reassured, but be prepared to be patient. Via Guardian, I invested a significant sum shortly before the 2008 crash. It dropped 30%, but it has recovered faster than the FTSE100.

Guardian’s significant back-office operation has been most helpful handling paperwork and chasing queries I have had with investment houses.Neil Glaze is an amenable and friendly person. He is experienced and I believe is focussed on doing the best for his clients. We meet every 4-6 months.”

Malcolm John | CERN User

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“I have known Steven Callaghan of Guardian Wealth Management for a number of years and throughout this time I have always found him very professional, knowledgeable and honest. He is proactive and always easily accessible and very enthusiastic about his industry.”

Dean Watson | Vice President | Deepwater Operations

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“My experience of working with Idnan Hussain has been excellent. He is always very responsive and provides appropriate information in a very timely manner. He has also shared with me timely progress about the investments and It is always a pleasure to see him.”

Dr Shamim Ahmed Qazi from WHO

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“Having spoken to a number of local wealth management companies, we chose Guardian mainly because of Adrian Bliss. I am a strong believer that people buy from people and Adrian’s approach, honesty and frank advice helped us greatly in making our decisions. The after sales service from him has also been first rate.”

Dimitri Arlando | Head of Business Development | State Street Middle East North Africa LLC

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“Mark has been advising me on my financial planning for the last two years, both in the Netherlands and since I moved to Australia.
From the outset Mark has been very proactive and thorough in researching and identifying products and strategies to manage my short and long term financial goals.” Read More…

Robert Fenwick | Senior Consultant | HCM Australia

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“I was fortunate to encounter Gavin Pluck of Guardian Wealth Management at a time that I was concerned about three things. Of course I needed good, not too adventurous, financial advice concerning my investments. Because of my frequent travelling, I needed a person who was easily available and ready to listen to my special needs around the world. And, as well, I needed someone who could understand my special needs concerning the assignment of my estate to designated beneficiaries. On all these counts, Gavin proposed solutions that have stood the test of time, particularly over the recent period of financial unrest.

I therefore can recommend Gavin, and the Guardian Wealth Management staff,  to any person having problems for which they might need carefully tailored solutions.”

Ray Sherwood | Retired Physicist |  France and NZ

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“I have been collaborating with GWM since early 2007, and have found the service and advice to be sound, as well as fitting to my level of risk management. It has been particularly important to feel able to trust the advice of my financial consultant, Gavin Pluck of Guardian Wealth Management, during these last years of global recession and economic instability. Gavin has thoughtfully assessed the market dynamics and proposed changes to my portfolio to match my requirements. I recommend GWM to other ex-pats who are planning long-term offshore investments.”

Satisfied ex-pat based in Geneva

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“I knew Hamzah before his current role and, therefore, I had no hesitation in signing up to a Guardian Wealth Management plan once I was aware that he was to be my financial planner. While Hamzah has not yet made me a gazillionaire (!!!!), I would not hesitate in recommending him to anybody who is looking for straightforward, honest- to-goodness, practical and down-to-earth financial planning advice.”

Cian O’Sullivan | Dubai Duty Free | Head of Concessions

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“I have always found Mr Chris Ferguson of Guardian Wealth Management, to be extremely professional, knowledgeable, and helpful in making my finances work for me as an expat abroad.

He is always accessible and is proving to be an asset in providing solutions for a nest egg during my retirement years.”

Mike Fielder | fly Dubai

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“I had been looking for some time for sensible investment advice in preparation for my retirement. Having wasted a lot of time with representatives selling overpriced products, for a large commission, and with high annual charges, it was a real breakthrough to meet Gavin Pluck of Guardian Wealth management. I have always found his advice sound, and any risks clearly explained.”

Eric McIntosh | CERN Retired

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“Chris has been a great help to me since I arrived in the UAE with his knowledge of investment products available to expats. He took the time to understand my motivations financially and offered sound advice based on relevant products. Chris has conducted regular reviews with me to show the performance of my investments since they started and keeps in touch with me frequently. I would not hesitate to recommend Chris or his team to any expat looking for advice on their investment strategy.”

Adam Coleman | Regional Director| SSA Recruitment
Suite 402 | Code Business Tower | Al Barsha | Dubai | PO Box 125475 | UAE

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“This company has been advising me for the past 17 years.  During this time I have found them to be professional and positive in respect of advice.  I have recommended them to family and friends who have all been very satisfied with the service given.”
Margaret | Malton | UK

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“I first had financial advice in 1994 at a pre-retirement course and have been delighted with the continuing service ever since.
The advice has covered financial planning and investments, mortgage advice and long term health care needs.  The  personal, understanding and interest has been maintained throughout.”
Marjorie | Malton | UK

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“All our dealings with the Guardian Wealth office in Doha have been extremely beneficial; there is an excellent onsite team who provide us with the information we need to make informed decisions about our wealth planning, all delivered with a professional yet personal touch.”

Garry Looker | COO Finance | Qatar Gas | Qatar

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“My Guardian Wealth Management advisor took the time to understand my personal circumstances and my financial objectives and provided tailored advice which helped to demystify the investment world for me. He’s proactive, providing regular reviews of my portfolio’s performance and is very responsive to changes in my personal situation. I couldn’t ask for more “

Spencer Bennett | Netherlands

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“During my assignment in the Netherlands Mark has been my financial consultant for approximately 20 months, until my recent international transfer.  During that time he has proven himself to be a very reliable and trusted advisor. The initial analysis of my financial situation was done in a very holistic manner, assessing the optimal contribution amount to contribute with both my short-term and long-term situation in mind. Read more…

Andreas Sorg | Senior Marketing Manager | Unilever Food Solutions

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I have been advised by 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 my financial needs. Read more…

Ritesh Gupta | Senior Manager | Major Dutch Bank

Wealth Management Advice You Can Trust

So as you can see, you don’t need to just take our word for it – this is just a small selection of the wonderful comments that we receive from our clients on a regular basis. This kind of feedback inspires us to keep on raising our standards, making sure that we are offering the very best financial and wealth management advice available. Whatever your expectations of our financial advisors are, we will always go the extra mile to exceed them.

For more information about our wealth management services, please feel free to browse our website. If you would like to talk to one of our financial advisors, please get in touch now and we will be pleased to help.