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  • The end of the tax year 2014/15: another financial milestone
    30.03.2015
    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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Simon Parfitt

Simon Parfitt

Simon-ParfSimon started his career with Guardian in 2006 when he was advising expatriate clients in The Netherlands. He rose through the ranks and progressed to become the Regional Manager. He specialises in helping British Expatriates, in particular focussing on areas of protection, UK pension transfers and lump sum investments.

After a successful 5 years leading  the team in Amsterdam Simon was selected to head the expansion into the Far East. Simon now has the responsibility for the first office in the region based in Hong Kong. Simon has said of Hong Kong, “It is a great place, both for work and for the social side of life. There is a great expatriate community here, with a great sense of optimism about being in the fast paced Far East.”

Guardian Life Management are totally committed to providing a high quality service and Simon commented “A crucial element to the success of the Hong Kong operation is our approach to the market place. We are taking an approach more akin with UK financial planning making sure that the client is always put first. Protection planning is a fundamental element that seems to be often overlooked and this is a principle area for us to address.”

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