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    ———— 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: 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. SwissPuja is a voluntarily run, not-for-profit organisation and it’s been a real delight to be involved in the resounding success of this three day cultural event. Focusing on the thriving …

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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 world, and provides an important warning to expats who defer their retirement planning in favour of living the high life in their new country. Our financial advisors at Guardian Wealth …

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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 bring new potential risks to your health, which is why medical insurance for expats needs to be considered in the first instance. Our financial advisors here at Guardian Wealth Management …

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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 is getting expat life insurance in place. Our advisors are experts in global wealth management and can help you to source the best expat life insurance policy for your needs. …

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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 no knowledge about QROPS start offering advice, without really understanding the intricacies behind Qualifying Recognised Overseas Pension Schemes. Guardian Wealth Management are a leading QROPS pensions advisor, so before getting …

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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 the financial services industry. Replacing previous FEIFA committee member David Driver, David Howell is looking forward to his new position and taking a more active role in the Federation of …

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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. While it may sometimes seem that we earn money only to pay it straight out again, it’s a good idea to look for ways where we can adapt our budget …

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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. We’re excited to be attending the event and look forward to being able to help expat women to focus their wealth management strategies in the right direction. We’ll also be …

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