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  • Deadline set for the Robin Cosgrove prize
    20.10.2014
    Deadline set for the 5th edition of the Robin Cosgrove prize, for Ethics in Finance. Guardian Wealth Management are once again proud to support the ‘Robin Cosgrove prize for Ethics in Finance.’ The prize aims to promote the importance of …

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Home / Monthly Archives: October 2011

Celebrating the Bengali Community in Zurich with SwissPuja
31.10.2011

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
24.10.2011

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
24.10.2011

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
24.10.2011

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
24.10.2011

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)
07.10.2011

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
05.10.2011

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
04.10.2011

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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