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  • Pension income planning
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Financial Advisors Offering Premium Wealth Management Services

Financial Advisors Offering Premium Wealth Management Services

Guardian Wealth Management provides quality, impartial financial advice on all matters of wealth management. Our financial advisors have extensive experience of identifying the best financial planning solutions for each individual client.

In order to provide comprehensive wealth management advice, our financial advisors offer a full range of financial planning solutions, so that you can source all of your requirements from one organisation.

This simplifies a potentially complex process and enables you to obtain all of your answers from one reliable source.

Wealth Management Services For All Your Financial Planning Needs

Our financial advisors can offer you support and guidance on the following wealth management issues:

Savings Plans – Whether you are looking to save a large or a small amount, for a specific purpose or just to have something set aside for a rainy day, our financial advisors are here to help you.

We will take into consideration matters such as tax efficiency, savings security and accessibility in order to make sure that you select the most appropriate savings plan for your needs.

Savings plans are ideal if you wish to accumulate funds for purchasing a house, organising a wedding or perhaps even taking a year out and travelling the world. Whatever your reasons for saving, we can help you to identify the best savings plan for you.

Lump Sum Investments and Offshore Investments – With the current rates of interest being so low, lump sum investments can provide a more beneficial alternative to holding your savings in a bank or building society.

For expats, offshore investment bonds can sometimes offer the chance to take advantage of substantial tax breaks.

Our financial advisors can give you all the information you require to make the best choices regarding lump sum and offshore investments.

Education Fees Planning – Getting the best education for your children is a concern that any parent will relate to – we all want to provide for our children in the best way possible and investing in their future through education is one way of doing this.

What’s more, if you’re an expat living in a foreign country, the need to plan for a good education is even further magnified, as access to free education may not be an option and you may want to ensure that they receive an education in your native language.

Our financial advisors can guide you through the details of school and university funding, helping you to make sound decisions that will resonate throughout your children’s lives.

Inheritance Tax Planning – While it’s fair to say that we work hard to give ourselves a better life, it’s also true that the wealth we amass is often intended to help our loved ones when we pass on.

Inheritance tax planning is something that you shouldn’t put off – and for expats living abroad, there are considerations to be made in terms of differing inheritance tax rules and the fact that you may need to take the rules of more than one country into account.

Our financial advisors can help you with this vital aspect of wealth management, so feel free to ask us for advice.

Retirement Planning and Pensions – After working hard all your life, you want to be sure that you can make the most of your retirement years. We can offer wealth management solutions to help facilitate a better future for you and your partner.

We are seeing an increase in life expectancy in our modern times, so we need to make certain that we are facing a comfortable life after we finish working.

It’s also important to take into consideration uncertainties such as potential care costs in our old age. Our financial advisors will talk you through savings options, pensions such as SIPPS and also offshore alternatives such as QROPS.

QROPS – QROPS, or Qualifying Recognised Overseas Pension Schemes can prove to be a much more advantageous solution in comparison to a British pension if you’re an expat living in a foreign country, but this doesn’t apply to everyone, so you need professional advice to understand your own personal position.

QROPS can offer tax benefits and more investment flexibility.

Guardian Wealth Management is recognised within the financial service industry as one of the leading resources for QROPS information.

Life Assurance – Our independent financial advisors will source the very best life assurance options from across the marketplace to ensure that you get the right solution for you.

We can help you with life assurance policies and talk you through additional health protection that can be added on to your life assurance.

Guardian Wealth Management offer advice and financial planning solutions that are accessible and understandable to all.

For more information regarding our financial planning advice and wealth management solutions, feel free to navigate around our website or contact our financial advisors now.


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