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  • SIPPs versus QROPS – which is the better choice?
    04.02.2012

    We’re faced with many different choices when it comes to retirement planning and pensions, and for those who live outside of the UK or are intending to retire abroad, gaining an understanding of the differences between SIPPs and QROPS is essential in order to make the right decision. While there are some similarities between SIPPs and QROPS, there are some integral differences that need to be understood too. SIPPS stands …

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SIPPs versus QROPS – which is the better choice?
04.02.2012

We’re faced with many different choices when it comes to retirement planning and pensions, and for those who live outside of the UK or are intending to retire abroad, gaining an understanding of the differences between SIPPs and QROPS is essential in order to make the right decision. While there are some similarities between SIPPs and QROPS, there are some integral differences that need to be understood too. SIPPS stands …

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How could a financial advisor help you as an expat?
19.01.2012

A good financial advisor can help with all sorts of things, and that can even extend to moving abroad! Obviously, we’re not suggesting you let us pack up your crockery, but, here at Guardian Wealth Management, we can certainly help ship your investments overseas when you move to pastures new. A financial advisor can even help with QROPS . Of course, you might not have heard of QROPS, so we’d …

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Why Financial Advice Services Matter
11.01.2012

If you’re looking for comprehensive financial advice services in order to help you make the best of your financial planning then you’ve come to the right place – Guardian Wealth Management has independent and regulated financial advisors situated all across the world, ready and waiting to provide you with any financial advice services that you require. When people start to look at their financial planning they often think that it’s …

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Inheritance tax advice from experts who care
11.01.2012

Your future financial security is important and if you’re looking for assistance with pensions, investments or inheritance tax advice, you need to be sure that you’re getting the best service on offer. The team of expert financial advisors at Guardian Wealth Management are fully qualified to help you cut straight through the jargon and prepare you for whatever may come. Remember, you’re not only making sure that you’re set for …

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Why Medical Insurance for Expats is so Important
11.01.2012

Choosing expat medical insurance may be one of the smartest moves you can make. Taking the decision to leave Britain to take up permanent residence in a different country clearly isn’t something you’ll take lightly. If you’ve already made the move, or are preparing to do so, then you should seriously consider how the financial future of you and your family is managed. Living abroad can certainly come with its …

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Expat Financial Planning – Critical Illness Cover is Vital
11.01.2012

Life insurance is an important element of any expat financial planning strategy – but unfortunately, only a small proportion of expats include critical illness cover in their defensive financial planning. This important subject has recently been discussed by Guardian Wealth Management Senior Executive Officer, David Russell, in the December edition of the Qatar Today magazine. For many expats, the incentive to travel and work abroad comes from the opportunity to …

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Trust Our Financial Advisors To Help With Your Retirement Planning
11.01.2012

There comes a time for all of us when we realise that we can’t put off our retirement planning any longer; the problem is, who do you trust to help you with your retirement planning and to provide you with information about products that may be of benefit to you, such as QROPS? The answer is pure and simple: to help with your retirement planning and QROPS transfers, you must …

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HMRC Propose Changes to QROPS Legislation
15.12.2011

In the world of finance, it seems that nothing ever stays still for long – the latest proposed changes could have a big effect on expats who wish to transfer their UK pensions into a QROPS, or Qualifying Recognised Overseas Pension Scheme. HMRC has published a detailed proposal outlining the changes that they wish to make in regards to QROPS, including a big change in reporting responsibilities. Since their introduction, …

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The Robin Cosgrove Prize for Innovative Ideas for Ethics in Finance
15.12.2011

As you already know if you follow Guardian Wealth Management’s news pages regularly, we are 100% committed to upholding the ethical standards of the financial services industry, and we work with various organisations to help to maintain a high level of ethics in finance. We’ve been delighted to be involved in the award of the Ethics in Finance Robin Cosgrove Prize 2011, and one of our advisors, Chris Green went …

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An Independent Financial Advisor Can Help You Manage Your Money
02.12.2011

Whether you’re based in the UK, or you’re an expat now living abroad, it’s important to get help from an independent financial advisor if you wish to create a wealth management strategy. While it’s possible to source some good financial products yourself, by using an independent financial advisor, you’ll benefit from their vast experience and the access that they have to providers from across the whole worldwide marketplace. Why Choose …

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Why Use an Independent Financial Adviser?
25.11.2011

If you’ve reached a point in your life where you need to start thinking about a financial planning strategy, you have one of two options – do it all yourself by conducting your own research and taking a chance on the information you find, or seek out an independent financial adviser who can help you to make the most of your money. While doing your own research can be a …

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Why A Financial Adviser is Vital for QROPS Advice
22.11.2011

If you currently hold a UK pension (excluding the state pension), and you’re living abroad or are planning to become an expat in the near future, you may well be considering transferring your UK pension into a QROPS. A QROPS , or Qualifying Recognised Overseas Pension Scheme, can be a great way of making more out of your pension pot while also receiving tax benefits that you would be unable …

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We Have Financial Advisors in the UK, Spain, the Netherlands, Switzerland, Frankfurt, Brussels, Qatar and Dubai
22.11.2011

Guardian Wealth Management are an international financial planning organisation with financial advisors working from a variety of locations including the UK, Spain, the Netherlands, Switzerland, Germany, Belgium, Qatar and Dubai. Our financial advisors understand that embarking on a wealth management strategy is a time full of questions and considerations. With this in mind, we’ve compiled a collection of free downloadable brochures in order to answer some of the most common …

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Operation Smile Open their UAE Office
10.11.2011

If you haven’t yet heard of Operation Smile UAE, then let Guardian Wealth Management’s Gavin Pluck and Hamzah Shalchi explain exactly who they are and what they do. As you’re probably already aware, at Guardian Wealth Management our motto is to create wealth, preserve wealth, and pass wealth on – and our independent financial advisors are always keen to show their support to worthwhile causes; allowing us to pass much …

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Celebrating the Bengali Community in Zurich with SwissPuja
31.10.2011

Here at Guardian Wealth Management we pride ourselves in taking positive action and providing sponsorship for many worthwhile international events – our most recent venture into sponsorship was for the SwissPuja celebratory event for the Bengali community in Zurich, Switzerland. SwissPuja is a voluntarily run, not-for-profit organisation and it’s been a real delight to be involved in the resounding success of this three day cultural event. Focusing on the thriving …

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