In addition to my recent blog “What does being RICH come down to”, I believe many millionaires are constantly on the move between countries looking for opportunities to better their lives and grow their wealth, …Read More
Pensions have become far more flexible and tax efficient over the past 10 years leaving us with an effective tax and estate planning vehicle. However, this leads to the question, what role does a Critical …Read More
As demand for domestic and international financial advice continues to soar, more must be done to attract young talented individuals into the financial services industry, to prevent advice becoming a privilege exclusively for the wealthiest …Read More
Incredibly generous offers made to people with “final salary” pensions have continued to convinced thousands of savers that swapping the guaranteed income offered by these schemes for a cash lump sum is a serious consideration.
Such …Read More
Due to continued demand from expats based in the UAE and Middle East in general who are considering acquiring a mortgage in the UK, I have created a list of Frequently Asked Questions (FAQs) that can assist with many of …Read More
We talk a lot about our clients moving overseas, or returning back home, but what about internationally based financial advisers etc? What does it mean for a financial adviser to return home? What are the …Read More
After reading my recent blogs “What makes a GREAT financial adviser?” and “The benefits of working with a GREAT financial adviser”, do you still think you can manage your investments and financial planning without help? …Read More
As we are discussing the “Why”, “Who” and the “When” around hiring a financial adviser, I thought now that we know what makes a great financial adviser, I believe we should look into the benefits …Read More
Further to my recent blog “Money causes stress?…Why?” I highlighted the importance of having the advice and support of a financial adviser. Your next question will probably be “How do I choose a financial adviser?”, …Read More
The expat dream remains very much alive and very real amongst Brits, with a series of independent polls and official statistics. This suggests a continued upward trend of UK citizens seeking or actively committing to leaving Britain.
With …Read More
If you are like many investors, you may see retirement as the end of a long financial journey. After all, you’ve been saving your hard-earned money for so many years to get to retirement, right?
Not …Read More
When comparing individuals and their financial habits, it often comes down to dividing people by what they are. Are you a spender? Are you a saver?
Savers tend to be only willing to use the money …Read More
You are on your way back to the United States after spending some time living outside the country. No matter what takes you back, the first step is always to establish yourself financially and set …Read More
Now that we understand “why so many people retire abroad”, and also understand the “important factors to consider when preparing for retirement” I do believe that one of the most appealing locations to retire is …Read More
Is retirement quickly approaching? Are you thinking of downsizing once you retire? Possibly even moving to a new country? Following on from my recent blog “Why so many want to retire abroad” it is clear …Read More
Further to my recent blog “Why relationships are so important to financial advice” I believe it be equally important that we understand the difference between direct investing and active financial advice.
Many investors prefer to make …Read More
Having recently released my most recent blog “Why people spend on annual holidays rather than save for their retirement” I believe it would be great to expand further on the Retirement “awareness” with being “money …Read More
“Stress is when you wake up screaming and you realise you haven’t fallen asleep yet” – Anon.
It’s a well-known fact that insufficient sleep can have many negative influences on peoples’ lives. Sleep deprivation affects decision-making, …Read More
“How did you go bankrupt?” “Two ways, gradually and then suddenly” – Ernest Hemingway, ‘The Sun Also Rises.’
In this famous quote, the influential 20th century author, in one of his most revered novels, says that going …Read More
Great leaders are driven towards a mission that everyone can get behind. They know how to motivate a team through honesty, transparency, and genuine passion. In the book Leading at a Higher Level, a study showed that …Read More
Guardian Wealth Management have today announced that Mike Coady, Chief Commercial Officer, will be officially leaving the firm in January 2018.
After successfully completing the agreed 12-month assignment, Coady will now focus on other industry developments.
Mike …Read More