Wealth Management – Financial Planning Advice
At Guardian Wealth Management we pride ourselves on presenting the very finest financial advice services, courtesy of our professional, highly proficient financial advisors. We know that in regards to wealth management, potential clients want crystal clear and reliable information and facts that’s personalised for their particular considerations.
Which is why our financial advisors make time to consider your current situation and understand your own personal objectives – we fully respect that your financial targets are as individual as you are. We will talk you through every phase of the financial planning procedures, assisting you to make right solutions that can set you on the road to a much more secure financial future.
We recognise that financial planning is usually a complicated and multi-faceted subject. To attain your goals, it’s possible that you’ll require a combination of wealth management solutions to get the greatest results. In acknowledgement of this, we supply a wide array of financial planning services, to ensure we are able to assist you to recognise the most suitable options for you and your family.
Guardian Wealth Management’s financial specialists have in depth knowledge of the many issues pertaining to expat workers and retirees. This means if you are currently living outside of the UK, you can be assured of location-specific assistance from specialists who understand fully the variations in laws that apply to different regions.
Financial Advice And Wealth Management Solutions For Expats
Guardian Wealth Management operate from numerous countries world-wide, which enables us to offer financial advisors who have been experienced with working with the diverse laws and regulations that apply to individual jurisdictions. We’ve been used to helping non-UK residents, delivering extensive wealth management advice to expats, including guidance on selecting QROPS rather than British pensions.
Each of our individual offices are fully certified to operate by way of the relevant regulatory bodies, which means that our clients are gaining professional help from financial consultants who have been endorsed by the official financial service regulators.
Our company has expert teams of financial experts within the following locations outside the UK; Dubai, Qatar, Frankfurt, Switzerland also, the Netherlands. Guardian Wealth Management is consistently striving to improve its service provision, with intentions to open up further offices in various new worldwide locations.
Our overseas offices are governed by the following financial authorities:
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 ensure a secure financial future for you and your family, it’s crucial that you find the best possible wealth management solutions for your circumstance and targets. By working besides financial experts that are completely unbiased, it will be easy to gain access to the most effective products and solutions from within the whole entire industry.
Our financial industry experts can aid you to develop a sturdy financial planning, produced to fit in with your present lifestyle and longer-term plan. We can also assist you in evaluating and adjusting your financial plan regularly, to take into consideration any alterations in your situation. We do not forget that it’s your money which you have worked hard for, so we furnish you with complete control – our professionals are simply here to offer guidance and a helping hand.
We will support you with every component of wealth management, giving you independent financial guidance on the following:
- Savings plans – making it possible to achieve your dreams
- Lump sum investments and offshore investments – making the most of your hard earned money
- Education fees planning – giving your children the best start in life
- Inheritance tax planning – benefits for your nearest and dearest
- Retirement planning and pensions – take advantage of your time after work
- QROPS – an alternative to British pensions for expats
- Life assurance and health assurance – reassurance for all eventuality
If you’d like to benefit from our qualified professional financial planning and wealth management advice, you may connect with our financial advisors by way of our online web form or by calling 44 (0) 800 779 7028.
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.