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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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Our Credentials and Regulations for Guardian Wealth Management

Company Summary

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

GWM Switzerland

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

OAR-G Certificate 2011

http://ge.ch/hrcintapp/externalCompanyReport.action?companyOfrcId13=CH-660-0223007-3&ofrcLanguage=4

GWM Qatar

Guardian Wealth Management Qatar LLC is authorised by the Qatar Financial Centre Regulatory Authority.

Registered Office – Qatar Financial Centre, 5th Floor QFC Tower 1, Diplomatic Area, West Bay, Doha, Qatar

Qatar Financial Centre Number 00113

http://www.qfcra.com/advsearch/searchfirm.php

GWM Europe

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

FSMA Register Number 103245A

http://www.cbfa.be/search/dSearchFrmAdvFR.asp (please type Guardian Wealth Management into the lower search box to reveal these results clearly showing our licensed operations:

GUARDIAN WEALTH MANAGEMENT SPRL
Boulevard Saint-Michel 47
1040 Etterbeek (BELGIUM)

Intermédiaire en assurances (A) – Courtier

Insurance intermediary (A) – Broker

Licensed branches: 21, 22, 23, 24, 25, 26, 27, 28, 29

Free services: AUSTRIA, CYPRUS, DENMARK, FRANCE, GERMANY, ITALY, LUXEMBOURG, NETHERLANDS, NORWAY, SPAIN, SWEDEN

Freedom of establishment: GERMANY, NETHERLANDS

GWM Dubai – trading as Guardian Life Management JLT

Guardian Life Management is an appointed representative of Continental Financial Services, who are licensed by the Central Bank of the 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.

http://www.centralbank.ae/en/index.php?option=com_content&view=article&id=135&Itemid=100

GWM UK

Guardian Wealth Management Ltd is authorised and regulated by the Financial Services Authority.

Registered Office – 123 Pall Mall, St. James’s, London. SW1Y 5EA Registered Number 04479650, England

Trading Address – Glebe Farm, Burghwallis Road, Burghwallis, Doncaster, DN6 9JJ

FSA Register Number 217994

http://www.fsa.gov.uk/register/home.do

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Guardian Wealth Management Qatar LLC is authorised by the Qatar Financial Centre Regulatory Authority.

Guardian Wealth Management SPRL is supervised by the Financial Services and Markets Authority.

Guardian Wealth Management Ltd is authorised and regulated by the Financial Services Authority.

Guardian Wealth Management SARL is a member of the Organisme d'Autoregulation fonde par le GSCGI et le GPCGFG (OAR-G).

Guardian Life Management is an appointed representative of Continental Financial Services who are licensed by the Central Bank of the UAE.

Guardian Life Management Ltd is a member of the Hong Kong Confederation of Insurance Brokers.