Wealth Management – Financial Planning Advice

At Guardian Wealth Management we pride ourselves on offering the highest quality financial advice services, thanks to our specialist, highly proficient financial advisors. We do not forget that in regards to wealth management, potential clients want crystal clear and completely honest information that’s tailored to their particular considerations.

That’s why our financial advisors take time to hear your current situation and understand your main personal targets – we thoroughly respect that your financial targets are as individual as you are. We shall talk you through every part of the financial planning process, enabling you to generate the right choices which will set you on the road to a far more secure financial future.

We know that financial planning can be a complicated and multi-faceted matter. To arrive at your endeavours, it’s possible that you’ll need to have a combination of wealth management solutions to experience ideal results. In acknowledgement of this, we supply a variety of financial planning products and services, to ensure that we can enable you to identify the most beneficial choices for you.

Guardian Wealth Management’s financial advisors have detailed understanding of the variety of considerations in regard to expat workers and retirees. This means that if you are currently living outside the UK, you can be assured of location-specific advice from advisors who fully understand the differences in legal guidelines that relate to many different nations.

Financial Advice And Wealth Management Solutions For Expats

Guardian Wealth Management operate from numerous destinations around the world, allowing us to offer you financial experts who are proficient in dealing with the diverse legal guidelines that relate to differing jurisdictions. We’re also accustomed to working with non-UK residents, providing in depth wealth management advice to expats, as well as guidance on using QROPS as opposed to British pensions.

Each of our individual offices are fully sanctioned to operate through the relevant regulatory bodies, consequently our clients are accessing professional guidance from financial consultants which have been endorsed through the official financial service regulators.

You will find expert teams of financial experts within the following locations outside the UK; Dubai, Qatar, Frankfurt, Switzerland as well as Netherlands. Guardian Wealth Management is continually striving to improve its service provision, with intentions to open up further offices in various new overseas locations.

Our foreign offices are licensed by the subsequent financial governing administration:

The Netherlands and Frankfurt – The Financial Services and Markets Authority (FSMA) of Belgium, operating under EU Freedom of Establishment laws.

Qatar – The Qatar Financial Centre Regulatory Authority

Dubai – As an appointed representative of CFS we are licensed by the Central Bank of the UAE

Switzerland – The Organisme d’Autoregulation fondé par le GSCGI et le GPCGFG (OAR-G)

Comprehensive Financial Advice Services

To assure a secure financial future for yourself and your family, it’s important that you find the very best wealth management solutions for your very own situation and aims. By working with financial specialists who are solely impartial, it’s possible to access the most suitable products and services from across the whole entire marketplace.

Our financial experts can help you develop a strong financial strategy, developed to fit in with your present lifestyle and longer-term planning. We shall also assist you in analyzing and adjusting your financial plan regularly, to take into consideration any changes in your circumstances. We know that it is your money that you’ll have worked hard for, therefore we provide you with total control – our specialists are simply here to offer assistance and a helping hand.

We can support you with every element of wealth management, giving independent financial advice on the following:

Savings plans – assisting you to achieve your dreams

Lump sum investments and offshore investments – making the most of your money

Education fees planning – giving your sons or daughters the best start in life

Inheritance tax planning – benefits for your loved ones

Retirement planning and pensions – enjoy your time after work

QROPS – an alternative choice to British pensions for expats

Life assurance and health assurance – reassurance for all eventuality

If you would like to benefit from our professional financial planning and wealth management help and advice, you should make contact with our financial advisors via our online web form..

Alternatively, for more information about any of our services and our independent financial advice, feel free to browse our website. If you’re an expat looking for advice on QROPS as an alternative to your British pension, we are considered within the financial services industry to be one of the leading sources of advice on QROPS. Please feel free to download our comprehensive QROPS guide, completely free of charge.