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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 …

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Hamza 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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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, …

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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 …

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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 …

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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 …

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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 …

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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 …

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