David Howell built Guardian Wealth Management, more or less from scratch, on the principal of helping people to make their money work harder. David is the man who sustains the company’s vision to this day.
Customer complaints are rare, but the company takes all of them seriously and works hard to satisfy customers. Most of Guardian’s customers are expats living and working in countries like Saudi Arabia, Hong Kong, China, Qatar, the USA – in fact all over the world.
Providing customer satisfaction to all these diverse customers on a global scale relies on lots of local knowledge. Guardian Wealth Management has a network of consultants in several countries with specialist knowledge. The company seeks out a diverse portfolio of funds and helps customers to make investment decisions based on their circumstances and requirements.
Complaints are few and far between
There are two types of complaint that can occur in such a business – ones related to the investments and complaints related to company procedure.
David is proud to say that his company has helped many people not only with their investments but also sorting out their lives.
When you are an expat, all sorts of life events can require assistance. The death of a relative, the loss of a job, the changing of laws in your home land relating to taxes or pensions… These can all have a big impact on your life, and with cross-national issues, you need the support of people you can trust.
What customers have said about Guardian
“I would very much like to thank you for all your advice, care and attention over my affairs through the last 2.5 years. I have felt my business, albeit very modest, to have been with a really very safe pair of hands and I have thoroughly enjoyed the contact we have enjoyed. I am only sorry not to have started sooner!”
Mary Perkins – Retired ICRC, Geneva
“It is very refreshing to, at last, have an advisor who not only regularly reviews my
investment with me but comes fully prepared with contextual notes of where the portfolio
should be headed. My investment has seen great levels of growth under James’ direction
and i am looking forward to a long standing working relationship with him.
I would wholeheartedly recommend James’ services to anyone who is seeking solid,
ethical and friendly financial advice.”
Mark Beharrel, Qatar
Some published articles about Guardian Wealth Management
- Citywire: Adviser Profile: David Howell of Guardian Wealth Management
- IFA Online: How to forge stronger client relationships
- Wales Online: Guardian Wealth Management aiming for 100 jobs at new head office in Llantrisant
Guardian Wealth Management complaints and conversations
If you want to feedback anything to the company, good or bad, why not use the official social channels? The following links will take you to the company’s social media accounts.
Services Rendered by Guardian Wealth Management
More specifically, though, what are some of the services that this company offers? The aim is for the company to provide clients with anything and everything they might need to establish financial prosperity. A partial list of services includes:
- NEST Pension schemes
- Lump sum investments
- Life assurance
- Medical insurance
- Inheritance tax planning
- Education fees planning
- Retirement and pension planning
- General financial planning
Clearly, then, this is a firm that has a diversity of services to offer—but there are still further reasons to recommend it.