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  • Forget mortgages; the real cost lies in child care
    04.03.2014
    We are a country enchanted by property; from rising house prices to mortgage deals, buying a house is a top priority for many. How ironic then, that while we’re preoccupied with saving up for a house and working out how we’ll pay our mortgage, a report has revealed that families now spend more on childcare than they do on their mortgage. A study released by the Family and Childcare Trust …

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Financial Advice Testimonial – Netherlands

Financial Advice Testimonial – Netherlands

“During my assignment in the Netherlands Mark has been my financial consultant for approximately 20 months, until my recent international transfer.  During that time he has proven himself to be a very reliable and trusted advisor.

The initial analysis of my financial situation was done in a very holistic manner, assessing the optimal contribution amount to contribute with both my short-term and long-term situation in mind.

Due to this analysis Mark recommended a suitable product that matched my current income situation well but also offered the necessary flexibility to later pursue other professional and private plans. This flexibility was very important to me.

Once the product had been selected Mark recommended a well-balanced split of investment opportunities.

After monitoring their performance for one year he independently made the recommendation to modify the allocation mix to better adapt to changed market conditions which I gladly accepted.

Mark and the Guardian Wealth Management office managed all the contacts and administration with the product vendor on my behalf and I was very satisfied with their service.”

Andreas Sorg | Senior Marketing Manager | Unilever Food Solutions

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