Guardian Global Solutions is the brand new arm of Guardian Wealth Management with the sole purpose of facilitating, high quality financial advice into the homes of thousands of expats around the world – so long as you have an internet connection. Using award winning investor platform and portal technology you can keep in touch with your investments and your GWM Adviser, despite the remoteness of your recent postings.
The GWM Group has been providing lifestyle financial planning to clients around the globe for almost 20 years, originally opening in the UK and retaining a strong presence there helping expats repatriate their savings in the most tax efficient way possible, if and when they decide to return home.
From modest beginnings Guardian has grown to become one of the world’s leading providers of lifestyle financial planning, which in itself remains a specialism in international finance, and now looks after over 10,000 international clients, managing over £800m of client savings.
The focus of our business is you; the services we offer, the way we work down to the smallest detail are aimed at helping you manage your wealth to enjoy life and provide the future you and your loved ones dream of.
All advice is clear with transparent charging structures, full commission disclosure and a variety of Service Level Agreements to suit your budget.
All of our planners are CISI qualified and are encouraged to surpass Level 4 with the aim of Guardian operating more Level 4 qualified planners than any other planning company. Aside from formal qualifications. As in the UK, all planners are required to engage in Continuous Professional Development and must demonstrate a current knowledge of legislation in their country of operation.
Guardian is proud to have been selected as only one of three finalists for the World Finance Investment Awards 2015.
Guardian's investment platform and investor portal has recently won the 2014 Lonsec Awards so you can be confident you're getting the best advice supported by the very best in technology.