Guardian Wealth Management

Financial Planning and Advice - QROPS Pension Funds

Guardian Wealth Management is one of the leaders in the financial services industry, offering the most current financial planning advice to expats across the world. Our position as wealth management experts has given us fantastic insight into the financial planning needs of expats and we can offer vital, impartial advice regarding Qualifying Recognised Overseas Pension Schemes (QROPS).

QROPS can provide expats with many financial benefits, such as investment flexibility and great tax advantages. With financial advisors working from offices across Europe and the Middle East, we are always up to date with the latest QROPS rules across a wide range of jurisdictions. If you are looking for wealth management solutions that will provide a better return on the money you’ve worked hard for all your life, Guardian Wealth Management can offer you honest, independent advice based on your own individual requirements.

Financial Planning and Advice - Personal Financial Planning

Guardian Wealth Management provides a huge range of financial planning advice services, to help you secure the best wealth management strategy for your circumstances. We will work closely with you to understand your financial objectives and help you to source the best wealth management solutions to match your needs.

Our tailor made financial advice services will enable you to look at the bigger picture and set up a wealth management plan that can be reviewed and adjusted periodically to make sure that your money performs well for you, now and into the future. Guardian Wealth Management keeps in touch with any changes that may affect your financial planning strategy, so that we can always offer the very best and most relevant advice.

Financial Planning and Advice - Pension and Retirement Planning

When the time comes to relax and reap the rewards of a lifetime of work, you want to be sure that your money is working for you so that you can have the retirement lifestyle that you want. As with any wealth management issue, it’s important not to leave your pension and retirement planning until it’s too late. Planning for your retirement can be difficult, with so many options and so much information around.

By using a professional financial advice company, such as Guardian Wealth Management, you can rest assured that you will be offered the very best wealth management advice, helping you to make the right pension and retirement decisions. If you’re an expat wanting to secure your pension and retirement options, QROPS can provide a fantastic alternative to a UK pension. Whatever retirement solutions you opt for, arming yourself with up to date information and having an experienced financial advisor onside will allow you to make the most out of your retirement years.

Read more about Pension and Retirement Planning

Financial Planning and Advice - Inheritance Tax Planning

Whether you’re an expat living abroad with your family, or simply a concerned parent who wants their children to benefit from a good education, sourcing quality wealth management advice will help you to give your children the best start in life.

With recent changes in UK university fees and the cost of private schooling continuing to escalate, planning for your children’s education has never been more important. Guardian Wealth Management’s financial advisors are experienced in helping parents and expats to plan for their children’s education; we can offer you a wide range of potential investment solutions that will help with education fees planning, to ensure that your children can look forward to a bright future.

Read more about Inheritance Tax Planning

Financial Planning and Advice - Education Fees Planning

Financial Planning and Advice - Lump Sums Investments

Have you worked hard to build a lump sum but you’re not sure of the best way to invest it? If this applies to you, we recommend that you seek professional financial advice in the first instance; Guardian Wealth Management can help you to find the best lump sum investment solutions to help you make the most of the money that you’ve worked so hard to save.

By using our expert financial advisors, you will benefit from our vast wealth management experience and tailor-made financial advice. We can show you all of the options available, including offshore investment solutions, which may offer you greater flexibility and tax advantages.

Financial Planning and Advice - Savings Plans

If you’re looking for advice on savings plans, Guardian Wealth Management can help. Our leading wealth management experts can assist you in finding the right saving plan solutions, whatever your requirements.

We all have financial goals in life, so getting the best wealth management advice is vital to ensure that we can budget and plan for them. Perhaps you want to save for a deposit on your dream home, or create a savings plan in order to provide the best education for your children. Regardless of your objectives, Guardian Wealth Management will help you to explore your options and source the most appropriate savings plans to suit your exact requirements.

Tuesday, 17 May 2011