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  • Pension income planning
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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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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