Guardian Wealth Management

Guardian Wealth Management

Welcome to Guardian Wealth Management; specialists in all things financial and international. Within this site you will find a huge amount of information on all aspects of international financial planning and things to consider when planning your future financial security.


When you live and work abroad, you and your family’s financial needs are likely to be very different to when you were living in your home country. Pensions, education and even bank accounts are often completely different from what you might be used to so it really is important that you get some good, solid advice. As an international worker it is very likely that you will move around more than most people, so portability, flexibility and having access to your savings wherever you are in the world can be immensely important. On top of that you have different tax jurisdictions to take into account and things you can and can’t do depending on your nationality. In fact it can be a minefield trying to get independent, qualified advice which is tailored to you, where you live and where you want to be in the future.

Guardian Wealth Management has almost 20 years experience in lifestyle financial planning, starting out in the UK and working globally for almost 14 years now. Over the years we like to think we’ve become specialists in understanding the needs of international workers, helping thousands of happy clients work towards, and ultimately achieve their financial dreams. Our Planners take time to understand what you value about money, what motivates you and what you want to achieve with your hard earned cash. Once we’ve identified your key targets we undertake cashflow forecasting and GAP analysis to see whether you’re on the right track or what you need to do to get on the right track. Sitting down and planning your financial future isn’t rocket science, yet so many people just never get round to doing it…. Instead only wishing they’d saved a bit more or spent a bit less or at least planned a little bit for the things they really want.

So please, if you are working abroad and would like some jargon-free, independent help to get your finances in order then please get in touch and we’ll see if we can help.
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Savings and
Investments

Tax efficient

Choosing the right savings plan is as important as saving itself. Give your savings a boost with a safe, tax efficient and flexible savings scheme.

Capital Sum Investments

The very best advice

Lump sum investments can make your money work much harder for you, offering you better returns on your hard earned money and a healthier financial future.

QROPS versus SIPPs

Which will you choose?

Weighing up the benefits of these two types of pension can be difficult, but with our free white paper, you can gain a valuable understanding.

Education Fees Planning

We all want our children to have good prospects, which is why education fees planning is a vital wealth management matter that shouldn't be overlooked.

Pensions

Our independent financial advisors can offer you expert help with your pensions and retirement planning.

The earlier that you organise your pensions and get your retirement planning in place, the sooner you can relax.

Effective Family Protection

Manage your future

Our independent advisors can advise you about great ways to get effective family protection in place.

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Keys Gray