Independent financial advice for upwardly mobile expats
Guardian Wealth Management recognises there is an increase in expats travelling from country to country, which often causes downstream implications when trying to arrange an appropriate pension scheme as the retirement country is often unknown.
A recent study carried out by the consulting group at Mercer reviewing over 288 multinational companies identified this increasing trend of nomadic expats and found that nearly a quarter of companies reviewed had no standardised policy in dealing with this trend.
Whilst this latest piece of research confirms what Guardian Wealth Management have been seeing in the industry, there are few independent financial advisers able to deal with this trend.
Ian Sweet, recently appointed as Head of Global Client Services for Guardian Wealth Management believes that this is an area that the industry needs to improve on to ensure clients receive the best possible independent financial advice.
At Guardian Wealth Management, we understand that our clients may move from one jurisdiction to another and being independent and regulated across the world you can be sure that the services we provide are tailored to meet our clients requirements regardless of their location.