Home / Announcements

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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Up to 9% growth per annum &13.5% in the first year.
03.10.2013

Guardian Wealth Management is pleased to announce the launch of an exciting new product with Commerzbank. This fantastic opportunity provides investors with the prospect of benefiting from 9% growth per annum for up to five years and holders could receive 13.5% in the first year. This unique product offers the potential to receive enhanced returns which are linked to the performance of the S & P 500, FTSE 100, NIKKEI …

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GWM Calls for Expat FATCA Concessions
30.09.2013

As Switzerland becomes the latest country to comply with the US Foreign Account Tax Compliance Act (FATCA), Guardian Wealth Management is calling for US expats living abroad to be removed from the FATCA net entirely. Due to come into force on 1st July 2014, FATCA requires all non-US financial institutions to hand over information on US clients either via national government or direct to the US tax authorities. But, we …

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Disruptive Innovation 

14.05.2013

Guardian Wealth Management has carved out a reputation as one of the leading professional financial planning companies for UK and expatriate clients. As a company, Guardian Wealth Management is committed to helping its clients create and preserve their wealth, whether they are interested in UK investments, European investments or want to focus further afield in Asian investment opportunities. We pride ourselves on our ability to remain at the cutting edge …

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Paul Temperton – The long and short of it seminar 15th January
19.12.2012

Guardian Wealth Management would like to invite you to an evening with Paul Temperton, one of the world’s most influential financial speakers. Having worked for the Bank of England as a leading Economist Paul is now Vice President of European Economic Fixed Income Research for Merrill Lynch and a prolific author of many bestselling books. With interest rates so low and uncertainty remaining around the future of the euro, how …

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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 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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Expats Return Rates Increase
19.05.2011

Guardian Wealth Management has been providing financial advice and wealth management solutions to expats across the world for many years and, as such, is in a prime position to recognise changes in trends within the expat community. Since the outset of the recession in the UK and across the world, we have seen a sharp decline in the value of the Great British Pound (GBP), with the Euro now being …

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Financial Adviser Career Opportunities
18.05.2011

A short while ago, Guardian Wealth Management promoted our search for financial advisers seeking career opportunities – we are still looking for financial advisers to work with us in both the UK and abroad. Due to our plans for expansion, we are looking to recruit financial advisers across all levels; we have up to 30 financial adviser career vacancies in the UK, where successful applicants will be expected to be …

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