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  • Pension income planning
    28.04.2015
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Home / Monthly Archives: January 2010

Property investment snakes and ladders
19.01.2010

Start a conversation with family or friends about planning for retirement and usually property plays a key part of their retirement plans, and quite rightly so. However, care needs to be taken that the ‘property blinkers’ are not put on and we can see past our own four walls when planning for old age. When the property market was roaring, using property as a fundamental part of a retirement fund …

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Federation of European Independent Financial Advisers
19.01.2010

We are delighted to announce that GWM has been approved as a full member of The Federation of European Independent Financial Advisers (FEIFA). Guardian Wealth Management fully endorses the principle and function of the FEIFA, which has been established to benefit both clients and its Member organisations. Membership is granted only to those organisations which can prove to the FEIFA Executive Committee that they are committed to operating in line …

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GWM Qatar
19.01.2010

We are pleased to announce that GWM has been granted authorisation by the Qatar Financial Centre Regulatory Authority (QFCRA) to provide financial advice to expatriates and nationals within Qatar. As the first UK and FSA regulated Financial Advisory practice to be authorised in Qatar, we are excited to be expanding into the globally respected financial district of Doha. HRH Prince Andrew recognised the launch personally during a function attended by …

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Emerging markets provide new investment opportunities
19.01.2010

The recession is a catalyst for investors to look at the emerging economies who were knocked back but kept on growing while the UK, Europe and the US plummeted in to recession. The new industrial powerhouses of the world are the BRIC economies – Brazil, Russia, India and China – but the one that looks set to outstrip them all is Brazil. Guardian Wealth Management is watching developments in Brazil …

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6.75% interest and 100% Capital Protection
19.01.2010

We are pleased to announce a new and exclusive product to Guardian Wealth Management clients. We have developed a unique product with Nomura Bank, which provides clients with the opportunity to benefit from up to 6.75% growth per annum and 100% Capital Protection for five years. The Nomura Global Indices note provides peace of mind that your capital is protected whilst offering the potential of 6.75% growth per annum from …

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Ethics in Finance
19.01.2010

Why is it important to worry about ethics in finance? When you think about it, you realize that you put your hard-earned savings in the care of financial firms – asset managers, banks, insurance, and all kinds of funds – and you trust them to look after the money. Yes, you want the best return, but there is a balance between risk and reward. You need to feel confident that …

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