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  • Pension income planning
    ———— 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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A bit about Guardian

A bit about Guardian

Guardian has been providing lifestyle financial planning to clients around the globe for almost 20 years now.  We originally started in the UK and retain a strong presence there, mainly to help British expats repatriate their savings in the most tax efficient way possible if and when they decide to return home.

From modest beginnings we have grown to become one of the world’s leading providers of lifestyle financial planning, which in itself remains a specialism in international finance, and now look after over £400m of client savings.

What is Lifestyle Financial Planning?

Our primary aim is to take time to really understand what motivates you about money.  Why do you go to work in a morning?  Are you a saver, a spender, do you want security or are you a risk taker.  Everyone approaches their finances in their own way.  Once we understand your motivation we then work with you to identify what you would like to do and achieve with your money.  A secure retirement, children’s education, care for elderly parents, holiday homes, boats… the list of priorities can be endless.  Some we can help with, some we can’t, but we can certainly help you see what is possible.

We undertake cashflow modelling to see if what you’re doing will get you to where you want to be.  If it will, then you’re going to sleeping well in the knowledge that all is going according to plan.  if not, we can work out exactly what you need to do, by when, in order for you to reach your goals.

Client Focused

The focus of our business is you.  The services we offer, the way we work down to the smallest detail are aimed at helping you manage your wealth to enjoy life and provide the future you and your loved ones deserve.

You are the foundation for everything Guardian Wealth Management delivers, and the way we tailor personal solutions for each of our clients determines our success as a financial planning company you can trust with your money and your future.

The Test of Time: We wouldn’t be here after 20 years if we didn’t know what we were doing!

We love Guardian Wealth Management.  Expats around the world have been waiting far too long for a company which works closely to the regulations of the UK with full commission disclosure, a range of Service Level Agreements designed to suit your needs delivered independently and with a genuine care that we’re doing the right thing for our clients.

And of course, all of that is backed up by complete regulation everywhere we operate, from Hong Kong to Cardiff, giving you a total Guardian experience wherever you choose to move to.

For friendly advice to help you make informed financial decisions contact us today using the form via the contact Guardian page or email us at [email protected].


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