Testimonials

Hear what our clients are saying…

I was a little apprehensive about switching from my existing advisor. After a short period of time and little fuss, I was convinced that using Guardian Wealth was the right decision.

Working closely with them I have found their sound advice, financial scrutiny and, customer service second to none. They are very approachable at any time of the day whether to obtain advice or just to clarify simple queries and I have found them to be very knowledgeable within the field and always up to date. James

Doctor , Wexford.

Guardian Wealth reduced the risk of me losing any more money while managing to achieve a good return on my investments and reduce the charges on my pensions.
I estimate that they have saved me €40,000.
They continue to update me on my investments and I now see them as part of my financial team. Liam

Solicitor , Wexford.

Guardian Wealth differentiated themselves to me early on from their competitors.

They are a firm which is focused on helping me achieve my goals, by listening to me in order to figure out what is really important to me.

By engaging with them I was able to build an investment strategy that minimised my pension fees in a structure which enabled me to feel more in control of my retirement planning needs.

I always found them to be ethical, client focused and more than willing to go the extra mile for me.
Michael has always fulfilled his initial commitment to undertake regular reviews and engage in proactive meetings which keep me well informed.

I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.

Joe

Pharmacist , Kilkenny.

Any investment, pension or protection policies I have put in place as a result of Guardian Wealths recommendations have always been effected in a manner that seeks to aid me manage my tax affairs a reduce my tax bill. As a result my annual tax bill has been reduced considerably.

As a conservative investor with little understanding of the stock market, they created an investment portfolio for my Pension that allows for solid growth potential but also that shielded me from the excesses of stock market turmoil over recent years.

They have fulfilled their initial promise to me to review the progress of my Pension on an Annual Basis and also update me as to the income and tax benefits I can expect from my Pensions when I decide to retire. Conor

Doctor , Dublin.

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