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  • Pension income planning
    28.04.2015
    ———— 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 Wealth Advisor – Netherlands

Financial Wealth Advisor – Netherlands

I have been working with Guardian Wealth Management for almost a year now, working with Mark Hollinworth as my financial consultant.

The process began with an in-depth fact-find, which consisted of Mark asking numerous questions to gain an intrinsic knowledge of my financial situation and goals.

Much of this was financially very personal, however I soon realised that my answers would help Mark to design a customised product which fits in with your financial needs.

After a well-thought process, Mark presented me with a product which helped me to fix my retirement needs and bring discipline to my savings.

I was approached, guided, and subsequently received professional feedback, always keeping my preferences in mind.

The recommended savings product is delivering returns so far as I expected, and as a next step Mark is now helping me with my short-term financial goals.

As a client, I am quite positive and see this relationship between me and Mark as an investment for my future.

I would recommend services from Guardian Wealth Management as being trustworthy, sharp, prompt and certainly healthy for my finances.

Ritesh Gupta | Senior Manager | Major Dutch Bank



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