Latest Newsmore»

  • Forget mortgages; the real cost lies in child care
    04.03.2014
    We are a country enchanted by property; from rising house prices to mortgage deals, buying a house is a top priority for many. How ironic then, that while we’re preoccupied with saving up for a house and working out how we’ll pay our mortgage, a report has revealed that families now spend more on childcare than they do on their mortgage. A study released by the Family and Childcare Trust …

Contact Us today

Call: +44 (0) 800 779 7028 Email us here

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. 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 …

Read more »

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 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 …

Read more »

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 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 …

Read more »

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 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. …

Read more »

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 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 …

Read more »

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 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 …

Read more »

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. 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 …

Read more »

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. 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 …

Read more »

adds1
Sign up to our Newsletter
Keep up to date with our news and latest information
Your Name:
Your Email Address: