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Thinking of living abroad? Here’s some useful advice…
06.05.2012There’s plenty to think about if you’re considering making the move and living abroad; you need to research your new destination, think about your long-term plan and organise important safety measures such as life assurance or medical cover. If your living abroad adventure is taking you from the UK to another country within the European Economic Area, your move should be fairly straightforward in terms of the legalities. If you’re …
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The Robin Cosgrove Prize for Innovative Ideas for Ethics in Finance
15.12.2011
As you already know if you follow Guardian Wealth Management’s news pages regularly, we are 100% committed to upholding the ethical standards of the financial services industry, and we work with various organisations to help to maintain a high level of ethics in finance. We’ve been delighted to be involved in the award of the Ethics in Finance Robin Cosgrove Prize 2011, and one of our advisors, Chris Green went …
An Independent Financial Advisor Can Help You Manage Your Money
02.12.2011
Whether you’re based in the UK, or you’re an expat now living abroad, it’s important to get help from an independent financial advisor if you wish to create a wealth management strategy. While it’s possible to source some good financial products yourself, by using an independent financial advisor, you’ll benefit from their vast experience and the access that they have to providers from across the whole worldwide marketplace. Why Choose …
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. …
