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 …

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 …

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 …

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 …

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 …

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 …