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Home / Monthly Archives: October 2011

Celebrating the Bengali Community in Zurich with SwissPuja

Here at Guardian Wealth Management we pride ourselves in taking positive action and providing sponsorship for many worthwhile international events – our most recent venture into sponsorship was for the SwissPuja celebratory event for the Bengali community in Zurich, Switzerland. …

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Expats Warned Not To Defer Their Retirement Planning

Guardian Wealth Management has recently provided vital wealth management and retirement planning advice for expats, in an article published on the FT adviser website . The article is based on our financial advisors’ experience of working with expats around the …

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Expat Medical Insurance – For Your Peace of Mind

If you’ve taken your family to start a new life abroad, then expat medical insurance is one of the first things that you should consider adding to your overall wealth management strategy. A new life in a new country can …

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The Importance of Global Wealth Management

If you’re an expat living abroad, it’s important to develop a good global wealth management strategy in order to ensure that you’re making the most of your financial situation – and one of the first things you should look at …

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Getting Good QROPS Pensions Advice

The financial press has been inundated in recent years by information and advice regarding QROPS pensions and QROPS transfers. All this is a good thing in many ways, but the problem arises when inexperienced financial advisors who have little or …

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David Howell Joins the Executive Committee of FEIFA (Federation of European Independent Financial Advisers)

Guardian Wealth Management is pleased to announce that our Group Chief Executive, David Howell, is now a member of the FEIFA (Federation of European Independent Financial Advisers) executive committee, an important organisation involved in upholding the highest ethical standards within …

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Wealth Management Matters – Savings and Inheritance Tax Planning

Making provisions for the future is important, both for our own peace of mind and for the benefit of our family – so savings plans and inheritance tax planning should be somewhere near the top of your wealth management agenda. …

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Wealth Management Advice for Expat Women

With the annual Women’s International Networking event being held later this week, our advisors here at Guardian Wealth Management  are highlighting the importance of wealth management and the incorporation of retirement planning into this strategy – especially for expat women. …

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