Guardian Advisers take direct ownership of the clients they service. We pride ourselves on providing proactive advice and portfolio management to our clients.
Advisers undertake regular technical training to ensure they are up to date with the latest legislation and strategies available.
Delivery of advice at the standard we expect of ourselves also requires thorough knowledge of investments. Ongoing research into the assets in the portfolio as well as the prevailing economic conditions is a core adviser function. This knowledge is translated into managing client portfolios that are appropriate to the requirements of the client.
We view our role in managing a client’s financial affairs as a dynamic role – it changes and evolves to meet the challenges or opportunities of the day. We see keeping up to date with what’s going on in the world around us as crucial to delivering ongoing service to clients.