Guardian Wealth Management is building its business on the values that were so important to its directors at the start.
Guardian Wealth Managements Vision is:
‘Fulfilling the dreams and ambitions of all involved. Creating a brand which will instill pride in employees, clients and business partners enabling all involved to assist in building the largest and most respectable financial planning company in the world’
Being completely independent from any bank or parent company means we are free to select the ideal financial solutions to meet the needs of our clients.
Our consultants review each client’s situation and create an impartial financial plan to meet their individual needs.
We are quick to respond to any changes in the financial landscape – an advantage over larger financial institutions.
By focusing on what clients want to achieve, we plan to ensure that clients’ hard-earned money works hard for them.
By regularly reviewing our business administration, customer service and financial performance, we aim to exceed client expectations.
Guardian Wealth Management operates to the strictest regulations and standards set down by industry regulators.
The business operates to the highest levels of integrity. Client information is treated with confidentiality and kept under data protection principles.
Our consultants, client support and administration teams liaise closely to ensure that client appointments and reviews run smoothly, policy administration is processed quickly and that clients’ funds are managed effectively.
Understanding what matters to our clients – being available to help, protecting their investments and regular contact – ensures our service levels are second to none.
Guardian Wealth Management is established and reliable, with its consultants boasting years of financial planning experience.
Our associates undergo a stringent selection process where, among other key qualities, we look for excellent communication skills, honesty, determination, dependability and integrity.