About us

Guardian Wealth Management

Guardian Wealth Management is building its business on the values that were so important to its directors at the start.

Guardian Wealth Managements Vision is:

‘Fulfilling the dreams and ambitions of all involved. Creating a brand which will instill pride in employees, clients and business partners enabling all involved to assist in building the largest and most respectable financial planning company in the world’

Independence

Not being tied to any bank or parent company means we are free to select the ideal financial solutions to meet the needs of our clients. Our financial planners review each client’s situation and create an impartial financial plan to meet their individual needs. We are quick to respond to any changes in the financial landscape – an advantage over larger financial institutions.

Forward-thinking

By focusing on what clients want to achieve, we plan to ensure that clients’ hard-earned money works hard for them. By regularly reviewing our business administration, customer service and financial performance, we aim to exceed client expectations.

Ethical

Guardian Wealth Management operates to the strictest regulations and standards set down by industry regulators.

The business operates to the highest levels of integrity. Client information is treated with confidentiality and kept under data protection principles.

Service-focused

Our financial planners, client support and administration teams liaise closely to ensure that client appointments and reviews run smoothly, policy administration is processed quickly and that clients’ funds are managed effectively.

Understanding what matters to our clients – being available to help, protecting their investments and regular contact – ensures our service levels are second to none.

Trustworthy

Guardian Wealth Management is established and reliable, with its financial planners boasting years of financial planning experience. Our associates undergo a stringent selection process where, among other key qualities, we look for excellent communication skills, honesty, determination, dependability and integrity.


Products

Custom Financial Services

Custom Financial Services

Guardian Wealth Management is one of the world’s leading providers of independent financial advice. You’ve worked hard for your money and we want ...

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Education Fees Planning

Education Fees Planning

You’ve spent years working for a better life for you and your family, so it’s only natural that you want your children to be able to benefit from your...

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Financial Advisors

Financial Advisors

At Guardian Wealth Management we work with only the very best financial advisors. When selecting new recruits to join the team at GWM, we put them thr...

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Financial Consultancy

Financial Consultancy

Guardian Wealth Management provides a world class financial consultancy service to clients in the Middle East and across Europe. Our top advisers offe...

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Financial Consultants

Financial Consultants

Guardian Wealth Management has experienced financial consultants working from many strategic locations across the world, ensuring that you get the ver...

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Financial Consultations

Financial Consultations

At Guardian Wealth Management, we strive to ensure that we provide the most comprehensive financial consultations available to our UK and internationa...

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Financial Planning Services

Financial Planning Services

Guardian Wealth Management take great pride in offering a wide range of professional financial services to expats and our clients across the globe. Wh...

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Financial Planning Solutions

Financial Planning Solutions

Guardian Wealth Management offer comprehensive financial planning solutions to help you make the most out of your money. Perhaps you have amassed a pe...

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Financial Regulators

Financial Regulators

Guardian Wealth Management offers their financial services in strict accordance with the relevant financial regulators. Because we work to the standar...

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Financial Services

Financial Services

Our financial planning services benchmark where you are today

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Financial Solutions

Financial Solutions

Choosing the right financial solutions is of the utmost importance – Guardian Wealth Management appreciates that the right financial solutions for one...

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Financial Solutions Advisors

Financial Solutions Advisors

Guardian Wealth Management only uses the very best financial solutions advisors. We know how important your money is to you - after all, you’ve worke...

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Home Tax Planning

Home Tax Planning

Home tax planning is essential for your future security and that of your loved ones. Guardian Wealth Management can allocate an advisor to help you wi...

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Independent Financial Advice

Independent Financial Advice

When considering the best way to invest your money or plan for your future, you want to know that the guidance you receive is of the very best quality...

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Independent Financial Planning

Independent Financial Planning

We all want to make sure that we’re making the most out of the money we’ve worked so hard to earn; independent financial planning is the first step to...

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Independent Wealth Management Services

Independent Wealth Management Services

Guardian Wealth Management offers a wide range of premium quality wealth management services to expatriate and international individuals around the wo...

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Individual Wealth Management

Individual Wealth Management

The right financial solutions don’t come in a ‘one size fits all’ package, which is why getting individual wealth management advice is of paramount im...

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Inheritance Tax Planning

Inheritance Tax Planning

If you want to be sure that your wealth is passed down to your loved ones with the minimum of hassle, then inheritance tax planning must become one of...

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International Life Assurance

International Life Assurance

If you’re an expat living and working abroad, it’s a good idea to make sure that you have an international life assurance policy set up to guard again...

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International Wealth Management Services

International Wealth Management Services

Wherever in the world you have decided to call home, you need to be sure that your finances are in good order and working for your future. We can assi...

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Investment

Investment

Our advisors are highly skilled and have a wealth of experience in dealing with clients from all different backgrounds, with a wide variety of financi...

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Long Term Financial Planning

Long Term Financial Planning

We are all aware of our day to day finances, but long term financial planning is an absolute must to ensure security for your future and that of your ...

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Lump Sum Investments

Lump Sum Investments

If you’re looking at ways to make your money work for you, it’s well worth considering a lump sum investment. A lump sum investment can reap bigger an...

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Money Management Services

Money Management Services

Guardian Wealth Management is one of the leading companies in the global marketplace for money management services. With a respected team of finan...

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Money Management Solutions

Money Management Solutions

Every client has a different approach to what they want from their life. Our job is to listen to your wants and needs and then present you with the op...

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Offshore Investment

Offshore Investment

When you’re planning your financial future, you want to be armed with all the information you can possibly garner. At Guardian Wealth Management, ...

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Offshore Investment Consultants

Offshore Investment Consultants

Guardian Wealth Management has an experienced team of offshore consultants on hand to assist expats and people living and working abroad with the very...

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Offshore Investments

Offshore Investments

The solution is to use your lump sum of money and invest it intelligently. As an international worker or expatriate, there are options available to yo...

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Pension Planning

Pension Planning

After working hard to make money all your life, surely when it comes to your retirement you want to be able to enjoy it? That’s why pension planning i...

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Personal Financial Planning

Personal Financial Planning

When we talk about personal financial planning, we are usually talking about several different elements; personal financial planning can mean lump sum...

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News

The end of the tax year 2014/15: another financial milestone

The end of the tax year 2014/15: another financial milestone

The UK is nearing the end of its tax year, meaning it’s that time again to think about your residency, taxation liabilities, pension and ISA contribut...

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GWMQ to support Mini’s tournament 26-28 Feb

GWMQ to support Mini’s tournament 26-28 Feb

Guardian Wealth Management Qatar (GWMQ) will be title sponsors for the Mini’s tournament, which takes place at Doha Rugby Club on February 27 and 28. ...

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House price growth at its lowest to date

House price growth at its lowest to date

More news on the UK housing front as annual house price growth slows down for the third month to December last year. According to the ONS the average ...

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Falling Oil Prices – But it’s not all good.

Falling Oil Prices – But it’s not all good.

Lower oil prices will fail to give a “significant boost” to global growth in the next two years, Is the news from ratings agency Moody’s today. They w...

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Breaking News Pension Update

Breaking News Pension Update

More breaking news on pensions as the government puts regulation in place to protect anyone looking to transfer their pension out of a defined benefit...

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Not So New Scotland Yard

Not So New Scotland Yard

Headquarters of the Metropolitan police New Scotland Yard has been sold to Middle Eastern developers for £370 million. A financial group in Abu Dhabi ...

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David Howell of Guardian Wealth Management writes

David Howell of Guardian Wealth Management writes

Aviva set to table £5bn offer for Friends Life? In our industry, mergers and acquisitions are commonplace. Friends Life itself only began in 2011, as ...

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Home / News / Licence please! Licence please!

Home / News / Licence please! Licence please!

Don’t be fooled by unlicensed financial advisory firms operating within the UAE. That is the message coming from the SCA (the Securities and Commoditi...

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Take the good with the bad

Take the good with the bad

It looks like more good news for the British economy as manufacturing activity has expanded at its fastest rate in three months during October this ye...

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The rules of inversion

The rules of inversion

Tax to many is a dirty word, for business owners and shareholders it’s no different, this would explain the apparent rise in tax inversions in the US....

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Deadline set for the Robin Cosgrove prize

Deadline set for the Robin Cosgrove prize

Deadline set for the 5th edition of the Robin Cosgrove prize, for Ethics in Finance. robin-cosgrove-picGuardian Wealth Management are once again proud...

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Labour reforms

Labour reforms

There is a theme developing when it comes to UK pension legislation and that is the certainty of uncertainty. It was only in April this year that Chan...

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You’re not a pensioner yet

You’re not a pensioner yet

Good news; you’re not a pensioner yet….. (That’s only because pension age is going up – you’re still getting old.) In March the Chancellor announced b...

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Putting people at the centre

Putting people at the centre

The daunting task of planning a business model across several jurisdictions was made simpler for Guardian Wealth Management thanks to its client-focus...

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The extension of the KID to insurance

The extension of the KID to insurance

Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howel...

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Guardian Wealth Management Qatar Internships

Guardian Wealth Management Qatar Internships

Guardian Wealth Management offer a number of internships each year. The latest students to benefit from this experience were Charlie Hasberry of Newca...

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Paul Temperton, ‘Investing in the two speed world’, Doha meeting review

Paul Temperton, ‘Investing in the two speed world’, Doha meeting review

Guardian Wealth Management Qatar and Zurich International welcomed Paul Temperton to Qatar on the 15th April 2013. The meeting was a success with a t...

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Cyprus QROPS, how does the bail out affect UK expat investors?

Cyprus QROPS, how does the bail out affect UK expat investors?

Cyprus was a QROPS financial centre, for 4 schemes which were approved by the UK. HM Revenue and Customs until April 2012. The Cyprus 10 billion euro...

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Are UK pensions now simpler and less confusing than in 2006?

Are UK pensions now simpler and less confusing than in 2006?

The 5th April 2013 marks seven years since pensions were reformed in the UK. Named the ‘A Day’ pension reforms, they were supposed to simplify pension...

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Aspirin use could cost $100 Billion in Pensions Costs

Aspirin use could cost $100 Billion in Pensions Costs

It has been reported aspirin’s recent use in fighting cancer and extending life expectancy has been identified as a risk which could potentially incre...

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Save for your retirement, whatever your age

Save for your retirement, whatever your age

For many it seems that life continues to speed by us. As the weeks go by, so do the months and before we know it, we are celebrating a new year again!...

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Sunshine Breakfast Meeting

Sunshine Breakfast Meeting

Guardian Wealth Management are happy to welcome Michael Azlen, CAIA, CFP, Executive Chairman of Frontier Investment Management, to their breakfast mee...

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The Budget Brochure is available for download

The Budget Brochure is available for download

Be the first to download the latest information regarding this year’s budget. As Chancellor George Osborne delivers the 2013 Budget on Wednesday 20th ...

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British Workers are the least prepared for retirement

British Workers are the least prepared for retirement

According to the HSBC study, more than half of the UK working population is not preparing adequately for retirement, with one in five saving nothing a...

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The Early Bird…… The Importance Of Retirement Planning

The Early Bird…… The Importance Of Retirement Planning

We all dream of a stress-free easy living retirement, whether it’s the sensation of being able to do what you want without financial worries, or layin...

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Yes, financial planning firms ‘can reinvent themselves post retail distribution review

Yes, financial planning firms ‘can reinvent themselves post retail distribution review

Financial planning firms in the UK have an opportunity to reinvent themselves following the implementation of the retail distribution review (RDR). Th...

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The Need-to-Know Guide about occupational pensions

The Need-to-Know Guide about occupational pensions

Are pensions a concern for the older generations? Is it another deduction from your pay packet? Or is it a golden opportunity to secure your future. ...

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Guardian Wealth Management Sponsor 360 Entrepreneurship in Sweden

Guardian Wealth Management Sponsor 360 Entrepreneurship in Sweden

Guardian Wealth Management are proud to be sponsors of this years 360 Entrepreneurship Summit in Sweden. The annual 360 Entrepreneurship Summit is a ...

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Thinking of leaving the UK to start a new life in Qatar, Dubai or elsewhere in the Middle East? Then

Thinking of leaving the UK to start a new life in Qatar, Dubai or elsewhere in the Middle East? Then

Guardian Wealth Management offer financial advice services to expats all over the Middle East, serving our clients from our offices in Qatar and Dubai...

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If you?re heading for a new start in Europe, here are top tips to get you on your way.

If you?re heading for a new start in Europe, here are top tips to get you on your way.

Moving abroad for work or a change in lifestyle is a big step – being prepared in every way is essential, especially in terms of your financial planni...

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Contact Us

Guardian Wealth Management

  • 2nd Floor Y Borth, 13 Beddau Way
  • Castlegate Business Park
  • Caerphilly
  • South Wales
  • CF83 2AX

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