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We live and work in Switzerland

Geneva News


Welcome to Guardian Wealth Management

Switzerland

As you are living and working in Switzerland, it makes sense that your financial planner should be close by and understand the local challenges you may face when planning your finances.

Established in Geneva, Guardian has grown the Swiss office over the last ten years and know how best you can take advantage of the many benefits of living in the country.

All Senior Planners are qualified to CISI Level 4 and above and are normally UK IFA’s who, like you, have decided to move to Switzerland.

If you are living in Switzerland and would like some help to get your finances in order

Call +41 22 710 7864

GWM Switzerland is headed up by Peter Gollogly. Since joining the company as a summer intern in 2010 , Peter has held roles in a number of offices across Europe and the Middle East meaning he is perfectly placed to understand the needs of our many expatriate clients.

Fully regulated in Switzerland by the OAR-G, your team in Switzerland understand the challenges you may face when living in the area. Different Cantons have different laws and regulations, and often many expats live in France and travel to work in Switzerland. Knowing the implications, benefits and pitfalls of cross-border advice is how Guardian has grown to be the largest and most recognised Financial Planning brand in the region.

Portability is often a major requirement for expats in Switzerland, often moving within Europe and requiring financial solutions which can do the same. Whether it be helping you understand the Three Pillars, the recent changes to French tax law or finding the best education for your children, Guardian Planners can help simplify your choices and find the best ones for you.

In Switzerland Guardian helps you plan for the lifestyle you dream of, ensuring your family is protected against the worst and are ensuring your hard earned savings are working as hard for you as you have for them. So whether you would like UK Chartered advice on any UK pensions or local advice on your healthcare scheme, Guardian has the knowledge to deliver.

Don’t take our word for it - What our clients have to say

I would very much like to thank you for all your advice, care and attention over my affairs through the last 2.5 years. I have felt my business, albeit very modest, to have been with a really very safe pair of hands and I have thoroughly enjoyed the contact we have enjoyed. I am only sorry not to have started sooner!

Mary Perkins – Retired ICRC, Geneva

Will is efficient, trustworthy, friendly and honest. Always good advice (as far as he can see the future.) He always steers me, and my finances, in the right direction.

Need I say more?! Five stars from me if there was such a rating.

James Cook CERN, Switzerland

In my 10 years working experience, I’ve met few that are as organized, proactive and responsible as Matthew. With his extensive knowledge of investment products and financial markets. Matthew is not only a great financial advisor but he also has a strong aptitude for understanding his clients needs which makes him a great person to work with.

Nicolas Janvier - Vice President.
Global Trading Client Management

If you are living in Switzerland and would like some jargon-free, independent help to get your finances in order then please get in touch and we’ll see if we can help.

Call +41 22 710 7864 or get in touch via E-mail


© 2017 Guardian Wealth Management