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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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Important Disclaimer

Important Disclaimer


General Information

This website is owned and operated by Guardian Wealth Management.

Privacy Policy

Guardian Wealth Management observes the highest standards of practice in all its activities and, in line with this, treats all the personal information it collects, holds and uses in strict compliance with the Data Protection legislation in each of the jurisdictions in which we operate.

We will treat all your personal information as private and confidential (even when you are no longer a client). None of your personal information will be disclosed to anyone other than in exceptional circumstances permitted by law.

These exceptions are where:

  • We are legally bound to do so
  • There is a duty to the public
  • Our interests require disclosure
  • Disclosure is made at your request and with your consent.

Website Terms and Conditions

By accessing and continuing to use any part of this website, the visitor shall be deemed to have accepted and be bound by the following terms and conditions.

The terms shall be governed by, and enforced in accordance with English Law.

This agreement represents the complete agreement and understanding between Guardian Wealth Management and any visitor to this site.

Any new features added to the site in the future shall be subject to the same terms and conditions, unless otherwise stated.



All website design, text, graphics, the selection and arrangement thereof, all software compilations, underlying source code, software (including applets) and all other content on this website are copyright of Guardian Wealth Management and its affiliates, or their content and technology providers. ALL RIGHTS RESERVED.

Visitors are permitted to print and download extracts from this site, provided: (i) no documents or related graphics on this site are modified in any way; (ii) any use of the content of this site is for personal use of a strictly non-commercial nature; (iii) if copies of these pages are saved to disk, or to any other storage medium, they may only be used for the purpose of subsequent viewing or to print extracts for personal use.

Prior written permission must always be obtained from Guardian Wealth Management before reproducing or storing any part of this website in any public or private retrieval system or service, including other third party websites.



This notice applies to all information collected on this website or submitted to Guardian Wealth Management at any time through any of our service pages.
When visiting this website and signing up for, or using, Guardian Wealth Management’s services you may choose to supply us with information that identifies you personally. This information may include individual or business names and contact information.

We use the information you provide about yourself and others to complete the transaction for which the information is intended. Such transactions may include administering a service, such as research; management of online databases; supply of news or downloads; replying to support requests; or contacting you directly in connection with the running of services to which you have subscribed.

We do not knowingly share the information we collect from you with any third party.
We also collect non-identifying and aggregate information to better design our website and services.

This information is for internal use only and, again, will not be shared with any other third parties.

Only with you permission, obtained at the outset of our relationship, will we use the information you provide about yourself, to keep you informed of additions or improvements to our service.

To prevent unauthorised access, maintain data accuracy and ensure the appropriate use of information, we have put in place appropriate physical, electronic and managerial procedures reasonably designed to safeguard and secure the information we collect.


Proof of Identity

Under the Money Laundering Regulations affecting all our business, Guardian Wealth Management is required to verify the identity and address of every client.

Documents that verify your address can include originals of recent utility bills, local authority tax bills, tenancy agreement and bank statements. Proof of identity papers includes your driving licence, ID card and passport. It is essential that the documentation all show the same residential address.


The information published in this website is intended to provide information only, as such information contained should not be relied upon as, nor be a substitute for, professional advice. The benefits and information vary according to residency and domicile. The reader should independently verify the accuracy and relevance of any information provided here, before relying upon it or using it for any reason.

Anyone that uses the information published in this site does so entirely at their own risk. In relying upon the information, the visitor indemnifies Guardian Wealth Management against any claims or legal proceedings that may arise from that use. No liability will be accepted for any consequences arising from any transactions entered into in connection with this information. Nor is the information contained in this site a solicitation to enter into such a transaction, or does it constitute investment or financial advice. Pension and investment rules can be complex and you should always seek professional advice before entering into any agreement.

Guardian Wealth Management does not give any warranty or other assurance as to the operation, quality or functionality of the site. Access to the site may be interrupted, restricted or delayed for many reasons beyond our control.
Each provision of this disclaimer statement to exclude or limit liability operates separately. If any part is held by a court to be unreasonable or inapplicable, the other parts shall continue to apply.

As part of our ongoing client care, we may occasionally contact you by email, telephone, letter or other means, to keep you informed about other products and services that may be of interest to you. Should you decide that you no longer wish to be contacted in the future, please write to us at our registered address in your jurisdiction.

Guardian Wealth Management is a group of several organisations, each of which is a separate legal entity registered in the relevant jurisdictions in which it operates.

Guardian Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
Registered Office – Kelham House, Kelham Street, Doncaster, South Yorkshire, DN1 3RE
Registered Number 04479650, England.   FCA Register Number 217994.

Guardian Wealth Management Qatar LLC is authorised by the Qatar Financial Centre Regulatory Authority.  Registered Office – Qatar Financial Centre, 5th Floor QFC Tower, Diplomatic Area, West Bay, Doha, Qatar.  Qatar Financial Centre Number 00113.

Guardian Wealth Management SPRL is registered as an insurance intermediary (insurance broker/courtier d’assurances) with the Financial Services and Markets Authority) (FSMA – ) and subject to its supervision solely for the purposes of insurance mediation under the EU Insurance Mediation Directive.  FSMA Register Number 103245A. Registered office (siège social) – Boulevard Saint Michel 47, 1040 Brussels, Belgium. Company number 0886.430.738. Companies Register (RPM) Brussels. IBAN: BE36 0682 4646 3081.

Guardian Wealth Management SARL is regulated under Swiss Law by the Organisme d’Autoregulation fondé par le GSCGI et le GPCGFG (OAR-G).  Registered Office – Route de Pré-Bois 20, 1216 Cointrin, Meyrin, Geneva. Federal identification number CH-660-0223007-3. OAR-G Member Number 472.

Guardian Life Management JLT, is an appointed representative of Continental Financial Services, who are licensed by the Central Bank of UAE.
Registered Office – Saba Tower 1 JLT, 30th Floor Office 3004, Dubai, UAE.  Registered & Licensed as a FREEZONE Company under the Rules & Regulations of the DMCCA.  Central Bank License number 13/1464/2002.

Guardian Life Management Ltd is a member of the Hong Kong Confederation of Insurance Brokers (HKCIB).
Registered Office – 51/F Hopewell Centre, 183 Queen’s Road East, Wanchai, Hong Kong.
Registered number 1593944. HKCIB Membership Number 0469.

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