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  • The end of the tax year 2014/15: another financial milestone
    The UK is nearing the end of its tax year, meaning it’s that time again to think about your residency, taxation liabilities, pension and ISA contributions. This tax year will end on 5th April and we’re now heading into the busiest month of the year for private client advisers and accountants. If you have changes to be made or require a full review of your financial circumstances, now is probably …

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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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