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Home / Monthly Archives: May 2011

Pension Choices – British Pensions and Pensions Abroad
27.05.2011

If you’re still a long way from retirement, it might seem like it’s far too early to start thinking about a pension, but Guardian Wealth Management know from experience that it’s never too soon. Whether you’re looking at a British pension or pensions abroad, getting your wealth management plans in place sooner rather than later is the only way to be sure of a secure financial future. You work hard …

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QROPS Advice for Expats
27.05.2011

There are many wealth management choices we have to make throughout our lives, so it’s important to be armed with as much information as possible. Deciding how to invest your pension can be difficult, especially for expats who have already made big changes to their lifestyles. The introduction of QROPS (Qualifying Recognised Overseas Pension Schemes), provided expats with an extra choice when it came to their pensions, but investing overseas …

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Expats Return Rates Increase
19.05.2011

Guardian Wealth Management has been providing financial advice and wealth management solutions to expats across the world for many years and, as such, is in a prime position to recognise changes in trends within the expat community. Since the outset of the recession in the UK and across the world, we have seen a sharp decline in the value of the Great British Pound (GBP), with the Euro now being …

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New Zealand QROPS will benefit if voluntary code of conduct goes ahead
19.05.2011

When it comes to matters of financial planning, you want to be certain that you’re getting good advice and investing in schemes and wealth management plans that are fully compliant with the law.  In March 2011, HMRC put together a specialised unit to deal with Qualifying Recognised Overseas Pension Schemes (QROPS) that are suspected of being abusive of regulations. This was a direct response to the worryingly high number of …

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Wealth Management and Financial Advice Services See Big Improvement
19.05.2011

Guardian Wealth Management is pleased to see that the latest UK Financial Ombudsman Service (FOS) annual review has identified an improvement in the quality of services provided by wealth management and financial advisers. The FOS review, released on the 17th May 2011, reports that the amount of complaints made against financial advisers continues to fall, following a similar trend over recent years. During the fiscal year of 2010/2011, compensation claims …

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Expats Hit by Weak Pound
18.05.2011

Guardian Wealth Management’s group chief executive, David Howell, has recently expressed his concern that the British pound’s weak position could have an ongoing detrimental effect on retirees living abroad. Retired Brits living as expats in other countries are feeling the pinch of the pound’s decreasing value in relation to other currencies; for those receiving their pensions in GBP sterling, it may be time to consider alternative pension options. With the …

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Financial Adviser Career Opportunities
18.05.2011

A short while ago, Guardian Wealth Management promoted our search for financial advisers seeking career opportunities – we are still looking for financial advisers to work with us in both the UK and abroad. Due to our plans for expansion, we are looking to recruit financial advisers across all levels; we have up to 30 financial adviser career vacancies in the UK, where successful applicants will be expected to be …

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Wealth Management Advice for Expats – Ease the Pressure
11.05.2011

Here at Guardian Wealth Management, we understand the pressure that expats face to secure the right wealth management advice and solutions for their individual circumstances. When you’re a busy expat working abroad and trying to settle into a new country and culture, the thought of wealth management planning alongside understanding different tax structures can seem daunting. That’s why Guardian Wealth Management offers an entirely comprehensive wealth management and financial planning …

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Proud to be a sponsor of the Women’s International Networking Global Leadership Conference
10.05.2011

Guardian Wealth Management is proud to announce that we will be joining a select number of sponsors for this year’s Women’s International Networking Global Leadership Conference. The conference, hosted in Rome on the 5th to 8th of October, will provide a platform for us to pass on vital wealth management tips. Our wealth management and financial planning workshop will allow us to educate local, international and expat women on the …

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Wealth Management Services in the Netherlands, Licensed Under the FSMA
10.05.2011

Guardian Wealth Management Ltd started life in the UK, providing wealth management advice under the strict regulatory code of the Financial Services Authority (FSA). Through our experience of working within these stringent regulations, we have been able to adapt our wealth management offerings to fall in line with the regulations of other jurisdictions, thus extending our services to expats in the Netherlands among many other locations. We now have specialist …

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