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Pension Mis-Selling Claim
FOS ACTIVE COMPLAINTS

Guardian Wealth Management — Pension Claim

Guardian Wealth Management is an active international financial advisory firm operating across the UAE and other expat markets. If you were advised by Guardian Wealth to transfer a UK pension, FOS complaint routes and civil proceedings may be available.

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What Happened

Guardian Wealth Management is an international financial advisory firm that has arranged UK pension transfers for British expatriates across the UAE and other international markets. The firm advises clients on pension planning, investment management, and international financial structuring.

Complaints against Guardian Wealth Management focus on the suitability of advice to transfer UK defined benefit pension rights into SIPP or QROPS arrangements, and on the appropriateness of the offshore investment structures recommended within those arrangements. Where the advice involved overseas entities not FCA-authorised at the time of transfer, FSMA s.27 may provide additional civil court remedies.

Which Claim Routes Apply

Route 1

Direct Complaint

A formal DISP complaint to Guardian Wealth Management is the first step. Guardian must respond within 8 weeks. FOS escalation follows if the response is unsatisfactory.

£150,000 cap (pre-Apr 2019)£455,000 cap (post-Apr 2019)
Route 2

FOS Complaint

The FOS has jurisdiction over complaints relating to Guardian Wealth Management's UK pension transfer advice activities.

£150,000 cap (pre-Apr 2019)£455,000 cap (post-Apr 2019)
Route 4

Civil Litigation — FSMA s.27

Where the overseas advisory entity was not FCA-authorised at time of transfer, FSMA s.27 may provide a civil court remedy for the full uncapped transfer value.

Uncapped — s.27 FSMA
⚠ Time Limit Warning — Act Now

The FOS six-year absolute clock runs from the date the advice was given. For Guardian Wealth clients advised between 2015 and 2019, this clock is running. Act immediately to preserve your FOS complaint rights. See redressadvisory.com/time-limits for the full limitation framework.

Frequently Asked Questions

Guardian Wealth advised me overseas — does FOS have jurisdiction?

Typically yes, where the advice involved a UK pension and a UK-regulated SIPP. Fletcher [2024] confirmed FOS jurisdiction applies to overseas advice where the transfer involved a UK-regulated pension product.

Can I claim if I am still living overseas?

Yes. FOS jurisdiction and FSMA remedies apply to UK pension transfers regardless of where you currently live. You can make a FOS complaint from any country.

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Redress Advisory Ltd is applying for authorisation as a Claims Management Company regulated by the Financial Conduct Authority. FCA reference: [to be confirmed on authorisation]. Company number: 17295681. Registered office: 20 Wenlock Road, London N1 7GU. You may complain directly to the FOS (0800 023 4567) or FSCS (0800 678 1100) free of charge. Legal references: Berkeley Burke v FOS [2018] EWHC 2878 · Adams v Options UK [2021] EWCA Civ 1188 · Fletcher v Options UK [2024] EWCA Civ 541.
Redress Advisory Ltd is applying for authorisation as a Claims Management Company. FCA reference number: [to be confirmed on authorisation]. Registered in England and Wales. Company number: 17295681. Registered office: 20 Wenlock Road, London N1 7GU.
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