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SIPPs versus QROPS – which is the better choice?
04.02.2012We’re faced with many different choices when it comes to retirement planning and pensions, and for those who live outside of the UK or are intending to retire abroad, gaining an understanding of the differences between SIPPs and QROPS is essential in order to make the right decision. While there are some similarities between SIPPs and QROPS, there are some integral differences that need to be understood too. SIPPS stands …
Why Use an Independent Financial Adviser?
25.11.2011
If you’ve reached a point in your life where you need to start thinking about a financial planning strategy, you have one of two options – do it all yourself by conducting your own research and taking a chance on the information you find, or seek out an independent financial adviser who can help you to make the most of your money. While doing your own research can be a …
Why A Financial Adviser is Vital for QROPS Advice
22.11.2011
If you currently hold a UK pension (excluding the state pension), and you’re living abroad or are planning to become an expat in the near future, you may well be considering transferring your UK pension into a QROPS. A QROPS , or Qualifying Recognised Overseas Pension Scheme, can be a great way of making more out of your pension pot while also receiving tax benefits that you would be unable …
We Have Financial Advisors in the UK, Spain, the Netherlands, Switzerland, Frankfurt, Brussels, Qatar and Dubai
22.11.2011
Guardian Wealth Management are an international financial planning organisation with financial advisors working from a variety of locations including the UK, Spain, the Netherlands, Switzerland, Germany, Belgium, Qatar and Dubai. Our financial advisors understand that embarking on a wealth management strategy is a time full of questions and considerations. With this in mind, we’ve compiled a collection of free downloadable brochures in order to answer some of the most common …
Operation Smile Open their UAE Office
10.11.2011
If you haven’t yet heard of Operation Smile UAE, then let Guardian Wealth Management’s Gavin Pluck and Hamzah Shalchi explain exactly who they are and what they do. As you’re probably already aware, at Guardian Wealth Management our motto is to create wealth, preserve wealth, and pass wealth on – and our independent financial advisors are always keen to show their support to worthwhile causes; allowing us to pass much …
Celebrating the Bengali Community in Zurich with SwissPuja
31.10.2011
Here at Guardian Wealth Management we pride ourselves in taking positive action and providing sponsorship for many worthwhile international events – our most recent venture into sponsorship was for the SwissPuja celebratory event for the Bengali community in Zurich, Switzerland. SwissPuja is a voluntarily run, not-for-profit organisation and it’s been a real delight to be involved in the resounding success of this three day cultural event. Focusing on the thriving …
Expats Warned Not To Defer Their Retirement Planning
24.10.2011
Guardian Wealth Management has recently provided vital wealth management and retirement planning advice for expats, in an article published on the FT adviser website . The article is based on our financial advisors’ experience of working with expats around the world, and provides an important warning to expats who defer their retirement planning in favour of living the high life in their new country. Our financial advisors at Guardian Wealth …
Expat Medical Insurance – For Your Peace of Mind
24.10.2011
If you’ve taken your family to start a new life abroad, then expat medical insurance is one of the first things that you should consider adding to your overall wealth management strategy. A new life in a new country can bring new potential risks to your health, which is why medical insurance for expats needs to be considered in the first instance. Our financial advisors here at Guardian Wealth Management …
The Importance of Global Wealth Management
24.10.2011
If you’re an expat living abroad, it’s important to develop a good global wealth management strategy in order to ensure that you’re making the most of your financial situation – and one of the first things you should look at is getting expat life insurance in place. Our advisors are experts in global wealth management and can help you to source the best expat life insurance policy for your needs. …
Getting Good QROPS Pensions Advice
24.10.2011
The financial press has been inundated in recent years by information and advice regarding QROPS pensions and QROPS transfers. All this is a good thing in many ways, but the problem arises when inexperienced financial advisors who have little or no knowledge about QROPS start offering advice, without really understanding the intricacies behind Qualifying Recognised Overseas Pension Schemes. Guardian Wealth Management are a leading QROPS pensions advisor, so before getting …
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 …




