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Outstanding return of 42%
03.11.2014

  Guardian Wealth Management are delighted to announce that the Nomura Australia/Japan/Taiwan note has matured with an outstanding return of 42% for our clients. Investors will receive their initial investment plus their impressive 42% profit on the 4th November 2014. Client’s looking to invest a lump sum into a structured product like this have the option to use pounds, dollars or euros to suit their locality, and GWM have the …

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Expat-Expo iPad winner
16.10.2014

    Congratulations to Rita Rutsche from Mieux Vivre, winner of the Guardian Wealth Management iPad prize draw during the Expat-Expo in Geneva. Rita was one of ten thousand people who attended the Expat-Expo at the Ramada Encore Event Centre, La Praille. Guardian Wealth Management hosted a stand at the event with two of our senior financial planners; Majbritt Byskov-Bridges and Carla Smart, to discuss our wide range of services including; …

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I’ll give the tax ‘back for good’
04.09.2014

  Much loved pop singer Gary Barlow says sorry following reports that he, along with bandmates Mark Owen, Howard Donald and the group’s manager Jonathan Wild, invested over £26 million in what was essentially a tax avoidance scheme. Mr Barlow, who has to date made no comment on the matter, took to Twitter to break his silence. “I want to apologise to anyone who has been offended by the tax …

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UK Government tightens offshore tax belt
24.08.2014

  The UK Government has announced its latest plans to tighten controls over tax arrangements offshore for its British citizens. It has declared its intentions to make the failure to declare offshore tax arrangements a criminal offence. Proposals announced today, and set to be pushed through over the coming months, include: Making concealing funds offshore for illegitimate tax purposes an illegal offence. The offence to NOT account for the state …

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Retirement planning? I am only young..
25.06.2014

When it comes to retirement planning, a significant majority of expats tend to take a rather cavalier disregard about saving for what can seem like a distant, if not imaginary event. The population generally is fitter and healthier than ever before and have the potential to work long into their Sixties. There is also a widespread disinclination to save for the long term so the problem of retirement provision for …

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Hamzah Shalchi appointed manager of Dubai office
25.06.2014

Guardian Wealth Management has appointed Hamza Shalchi as manager of its Dubai office, replacing Chris Ferguson who left last month. The advisory company said the appointment coincides with it being granted a license by the Emirates Securities and Commodities Authority and the business’s move into a new office in the Jumeirah Lake Towers development. Guardian director Leighton Jones thinks Hamzah will have a pivotal role to play as the business …

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Death and taxes – both regrettable, but both worth thinking about
28.05.2014

Employment, financial issues, family, sun or a warm and restful retirement. There are countless reasons why Britons choose to live abroad, but there are also an equally large number of reasons why they pack their bags and return to the UK.   A lack of planning may be one issue.  The idyllic places that many visit on holiday are likely be somewhat different when the rose-tinted sun glasses are removed …

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A bold move
14.04.2014

Clare Bruce APFS, Chartered Financial Planner Guardian Wealth Management Ltd (UK) As recently outlined in the budget, retirees in the UK are to be able to draw and spend more of their pension funds. To those with large funds, this is no doubt very good news and does offer a great deal more flexibility and control over their retirement planning. One key change is the increase to maximum available income …

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Farmer Giles Osborne putting the cat among the annuity pigeons
21.03.2014

So now we have the 2014 Budget out of the way and all the supporters of the nanny state appear to be creeping back into their boxes, we can see that everything is starting to get a little calmer, but only very slowly. There has been time for the UK domestic and international financial community to reflect on Farmer Giles Osborne putting the cat among the annuity pigeons, or letting …

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To insure or not to insure?
13.03.2014

 It may not have been a question Shakespeare might have asked but it’s certainly a question many of us find ourselves asking today. Every time a policy comes up for renewal, we’re left with that feeling…”do we really need this insurance? Is it just money down the drain? I haven’t needed it all year so why keep paying for it?” Despite our niggles, insurance remains big business – in the …

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Live life with no regrets
13.03.2014

We’ve all heard the saying “Live life with no regrets” and what a wonderful saying it is. Shame then that there is a shared regret for so many of us on reaching a certain age – when we discover that we haven’t saved quite the retirement nest egg we had hoped for. Contact us today! for a full explanation and Expat Pension Guide An annual Investor Confidence survey by TD …

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Put a spring in your step
10.03.2014

  Investors who chose to invest in the Commerzbank Healthcare Phoenix Autocall Note will have a spring in their step after the note paid out a very handsome return of 9.75% for just nine months invested. The note is linked to the performance of a basket of diversified global companies in the healthcare sector, including Fresenius Medical Care, Baxter International, HCA Holdings, Eli Lilly and Company and Teva Pharmaceutical Industries. …

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The New Year has got off to a flying start
22.01.2014

The New Year has got off to a flying start for many Guardian Wealth Management clients after a host of investment notes successfully called. The Royal Bank of Canada Oil Juniors Autocall offered investors a 3.5% return over 3 months, with the total return to clients hitting 10.5% in just 9 months. It is linked to the performance of a basket of diversified oil shares, including Canadian Oil Sands, Canadian …

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Guardian’s very own Iron Man
27.11.2013

Since his move to Asia, Iain Veitch of Guardian Life Management has participated in and won a number of events including the Taiwanese Iron Man, the Airwaves Challenge Triathlon, the Dragon’s Summer Series and, just three weeks ago, the 2013 Hong Kong Triathlon Challenge Race.

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Singing our way into W.I.N
03.10.2013

Guardian Wealth Management is delighted to be sponsoring the Global Women’s International Networking (W.I.N) Conference for the 5th year in a row. Guardian Wealth Management is a staunch believer that women should not have to compromise their financial independence by having to decide between their career or family and it was this passion for female finance that has made the company proud to be part of W.I.N over the past …

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