Financial Services and Advice – Switzerland
In order to cater for the needs of our international clients, Guardian Wealth Management has offices in both the Middle East and Europe.
This strategic provision ensures that we can offer dedicated financial advice services to expatriates around the world, including those of you who have made Switzerland your home.
In order to assist you in building, sustaining and organising the future inheritance of your capital, we have a devoted team of Independent Financial Planners in Switzerland, on hand to offer help and advice.
Guardian Wealth Management’s far-reaching network of partners can offer support with all of your needs, including taxation, legal and redundancy advice and guidance for housing and mortgages.
Our provision in Switzerland also means that you can access specialist advice in the following areas:
- Lump sum investments
- Planning for your retirement
- Savings plans
- Planning for your children’s education fees
When organising your finances and planning for the future, it’s vital that you can call on a team of professionals who understand your needs. If you are an expatriate in Switzerland, why not contact us to find out how we can help you.
Guardian Wealth Management
International Center Cointrin
Regulated under Swiss Law by the Organisme d’Autoregulation fondé par le GSCGI et le GPCGFG (OAR-G). OAR-G Member Number 472