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  • Thinking of living abroad? Here’s some useful advice…
    06.05.2012

    There’s plenty to think about if you’re considering making the move and living abroad; you need to research your new destination, think about your long-term plan and organise important safety measures such as life assurance or medical cover. If your living abroad adventure is taking you from the UK to another country within the European Economic Area, your move should be fairly straightforward in terms of the legalities. If you’re …

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Thinking of living abroad? Here’s some useful advice…
06.05.2012

There’s plenty to think about if you’re considering making the move and living abroad; you need to research your new destination, think about your long-term plan and organise important safety measures such as life assurance or medical cover. If your living abroad adventure is taking you from the UK to another country within the European Economic Area, your move should be fairly straightforward in terms of the legalities. If you’re …

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What is spread trading?
06.05.2012

If you’re interested in financial planning and you’re constantly on the lookout for different ways to try to grow your personal wealth, you may well have come across the term spread trading. Spread trading provides individuals with an opportunity to speculate on different financial markets and it’s completely tax free. Your activity when spread trading can be the choice of one of two things; you can place an up bet …

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With help from your financial advisor, Spain is only a step away
17.04.2012

When you think of the words ‘financial advisor’, Spain isn’t the first connection that many people will make, but imagine the following scene. You’re getting ready to finally head off to that place in the sun that you’ve been dreaming of for years. Your bags are packed and you’re all set to go… but what happens to all the years of investments and savings accounts you’ve been paying into? Moving …

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Wealth Management Advisors: your guide through the financial maze
05.04.2012

When it comes to your money, it really can help to have someone who knows how to play the system in your favour, so speaking with our professional wealth management advisors really can pay off. You’re going to need someone who is constantly ahead of the game, an advisor who is aware of the constantly changing maze of rules and regulations…so why not call Guardian Wealth Management? We can guide …

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An ever changing economy needs the help of an independent financial adviser
05.04.2012

No matter where we are in the financial year, it’s never too late to meet up with an independent financial adviser and see what they can suggest to make your money go that little bit further. A bit of assistance can really help you to ensure the future financial security of you and your family, and with the country’s economic situation constantly changing, any quality advice you can get is …

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Guardian Wealth Management celebrates a year of fantastic press coverage
16.03.2012

The past year has proved a great one for Guardian Wealth Management, with our news, views and ideas consistently making the press both in the UK and overseas. Since 1994, our company and financial advisers have worked to the highest standards laid down by both financial regulators and professional bodies to ensure that international workers and expatriate clients receive the best possible financial planning advice. We view it as an …

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FSA Criticised for its Comments Regarding TLPIs
17.02.2012

Following a suspension of trading on  the EEA Fund Management’s Life Settlement Fund at the close of 2011, which was an indirect result of the Financial Services Authority’s consultation paper, the company’s chairman and compliance officer have sent an open letter to the FSA asking them to withdraw its statement which referred to Traded Life Policy Investments, or TLPIs, as ‘toxic’. The letter states that while it’s certainly true that …

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How to tell if a QROPS is right for you
17.02.2012

While investigating the various options open to you in regards to the retirement aspect of your financial planning, you may have heard the word ‘QROPS’ being used. The problem is that many people don’t even know what a QROPS is, let alone whether or not it’s a financial planning option they should consider. In order to assess your suitability for a QROPS, you need to have a good idea of …

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How a financial adviser can help the next generation
17.02.2012

Whether or not you already use a financial adviser to help keep your money in check, if you want to send your children to university, or if you’re an expat living abroad with your family, it may well be worth your while getting some advice regarding the payment of your children’s school fees. A good financial adviser  will be able to provide a variety of options to you regardless of …

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Spread Trading Platform: A new facility for clients to seek profit whether the markets are rising or falling
05.02.2012

In addition to the aesthetic changes at Guardian Wealth Management we are also making changes to the way you, the client, can seek a profit. Many of you who have sought our advice have taken action to seek growth over the medium to long term time frame, be that through saving regularly or by investing a lump sum in a tax efficient way. We also understand that many of you …

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Support from our newly expanded Client Servicing Team
05.02.2012

Over the years many of our clients have moved country due to work or lifestyle changes. This can create a challenge to ensure any financial plans you have put in place are still working in the way that you want them to and to succeed in achieving the goal they were intended for. In order to cater for the high numbers of clients on the move Guardian Wealth Management have …

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Guardian’s New Branding
05.02.2012

You may have already noticed we have changed the look and feel of our company branding. We didn’t make this decision overnight but have made a gradual change from our traditional blue, white and gold culminating in a complete change over to red and white in 2012. We have kept our traditional “G” logo as this is part of our heritage but the colours and style have changed. Leighton Jones …

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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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