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SIPPs versus QROPS – which is the better choice?
04.02.2012We’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 …
Expats Warned Not To Defer Their Retirement Planning
24.10.2011
Guardian Wealth Management has recently provided vital wealth management and retirement planning advice for expats, in an article published on the FT adviser website . The article is based on our financial advisors’ experience of working with expats around the world, and provides an important warning to expats who defer their retirement planning in favour of living the high life in their new country. Our financial advisors at Guardian Wealth …
Expat Medical Insurance – For Your Peace of Mind
24.10.2011
If you’ve taken your family to start a new life abroad, then expat medical insurance is one of the first things that you should consider adding to your overall wealth management strategy. A new life in a new country can bring new potential risks to your health, which is why medical insurance for expats needs to be considered in the first instance. Our financial advisors here at Guardian Wealth Management …
The Importance of Global Wealth Management
24.10.2011
If you’re an expat living abroad, it’s important to develop a good global wealth management strategy in order to ensure that you’re making the most of your financial situation – and one of the first things you should look at is getting expat life insurance in place. Our advisors are experts in global wealth management and can help you to source the best expat life insurance policy for your needs. …
Getting Good QROPS Pensions Advice
24.10.2011
The financial press has been inundated in recent years by information and advice regarding QROPS pensions and QROPS transfers. All this is a good thing in many ways, but the problem arises when inexperienced financial advisors who have little or no knowledge about QROPS start offering advice, without really understanding the intricacies behind Qualifying Recognised Overseas Pension Schemes. Guardian Wealth Management are a leading QROPS pensions advisor, so before getting …
David Howell Joins the Executive Committee of FEIFA (Federation of European Independent Financial Advisers)
07.10.2011
Guardian Wealth Management is pleased to announce that our Group Chief Executive, David Howell, is now a member of the FEIFA (Federation of European Independent Financial Advisers) executive committee, an important organisation involved in upholding the highest ethical standards within the financial services industry. Replacing previous FEIFA committee member David Driver, David Howell is looking forward to his new position and taking a more active role in the Federation of …
Wealth Management Matters – Savings and Inheritance Tax Planning
05.10.2011
Making provisions for the future is important, both for our own peace of mind and for the benefit of our family – so savings plans and inheritance tax planning should be somewhere near the top of your wealth management agenda. While it may sometimes seem that we earn money only to pay it straight out again, it’s a good idea to look for ways where we can adapt our budget …
Wealth Management Advice for Expat Women
04.10.2011
With the annual Women’s International Networking event being held later this week, our advisors here at Guardian Wealth Management are highlighting the importance of wealth management and the incorporation of retirement planning into this strategy – especially for expat women. We’re excited to be attending the event and look forward to being able to help expat women to focus their wealth management strategies in the right direction. We’ll also be …
Getting The Right Financial Advisor For Your QROPS Transfer
08.09.2011
If you’re an expat or you’re planning on moving abroad, you may be considering transferring your UK pension into QROPS – a QROPS can be a great way to enjoy enhanced financial benefits during your retirement, but it’s absolutely essential that you find a financial advisor with experience in the QROPS market in order to make the best decisions for your pension funds. No matter where in the world you’re …
An Effective Relationship With Your Financial Advisor
08.09.2011
While you can access a wealth of financial advice via the internet, specialist publications and money programs, Guardian Wealth Management know that there’s no substitution for professional advice from a qualified financial advisor. The world of wealth management moves rapidly and with constant updating of products and services available, it’s easy to become confused by this complex subject. Having a qualified financial advisor that you can trust is essential to …
Advice on Financial Advisors and QROPS From Leading Wealth Management Experts
08.09.2011
For those of you who call in and check out our news pages regularly, you’ll know that Guardian Wealth Management offer ongoing advice on all matters of wealth management and financial planning – we help you to understand the services offered by a financial advisor and are particularly well known for providing easy-to-understand QROPS advice. With our vast experience and offices all over the world, Guardian Wealth Management has carved …
Our Regulated Financial Advisors Support the Zurich Expat-Expo
08.09.2011
Guardian Wealth Management (GWM) is a regular supporter of the Zurich Expat-Expo, held every year at the prestigious Konresshaus, overlooking Lake Zurich. Our advisors are always delighted to be part of this excellent Expo and it gives us the opportunity to offer advice to expats, regarding their wealth management and financial planning. Expat-Expo is a one-day, admission-free event designed for the English-speaking residents of Switzerland. There are currently annual expos …
Information About Pension Performance
23.08.2011
With the economy still in a state of flux and the world wide economic climate suffering from high inflation and low interest rates, the Organisation for Economic Co-Operation and Development (OECD) found, through the results of their 2010 pension survey, that pension performance continues to be in jeopardy – effecting wealth management planning for many individuals. The results of the pension survey indicate that while pensions may be slowly recovering …
Expat QROPS Advice
23.08.2011
If you are an expat or retiree looking to move abroad, you may have already heard about Qualifying Recognised Overseas Pension Schemes, or QROPS. If you’re considering transferring your UK pension into a QROPS then it is important that you seek advice from a professional QROPS adviser who understands the implications of transferring a UK pension into QROPS fund. Guardian Wealth Management can provide quality QROPS advice to expats, in …
New and Exclusive Product
17.08.2011
17.2% Return for Five Years We are pleased to announce a new and exclusive product available to new or existing Guardian Wealth Management clients. We have developed a unique product with Commerzbank (A rated, S & P), which provides clients with the opportunity to benefit from up to 17.2% Growth Per Annum for up to five years. The Commerzbank Autocallable note is an exceptional flexible proposition, which is linked to …
Sticking To Your Expat Wealth Management Strategy
17.08.2011
For many people, the appeal of working abroad includes enhanced tax benefits and a better salary – but for a lot of expats, the new lifestyle takes over and any wealth management plans they started out with soon fall by the wayside. Initially, an expats wealth management strategy may look something like this; earn a good income, pay off their UK property mortgage, invest some of their additional income and …




