Guardian Wealth Management announces GWM Global Partners brand
International financial planning firm Guardian Wealth Management have today unveiled the latest stage of their ongoing expansion program with the launch of GWM Global Partners; a new division with a client relationship culture specifically designed to maximise the effectiveness of ongoing advice and to fulfill new levels of expectation from internationally mobile clients.
According to research carried out by Guardian, a staggering 71% of expats feel the ongoing service they receive from their financial advisory firms has declined or even ceased over time, something Guardian believe is linked to an ‘all upfront’ remuneration model which can “often tend to foster an initial transactional relationship between client and adviser.”
Mike Coady, GWM’s Chief Commercial Officer, is set to personally oversee the roll-out of an extensive upgrade in GWM’s client relationship management systems, a full ‘client journey’ rebrand, client interactive investor portals and a secure mobile app, model portfolio management software and specifically designed and highly personalised touchpoints such as online webinars through to its new active client care system. Existing GWM clients will be on boarded during an extensive 12 week roll-out .
Mike Coady explained “As the expectations of modern expats naturally continue to rise, the feedback we have received clearly shows many international IFA firms are failing to invest, adapt and improve. With a clear and transparent charging structure, relevant to the level of advice needed, clients should be able to select the service level they require rather than in some instances, paying over the odds for a service they simply do not need. We strongly believe our new propositions are comprehensive, fair and unique in the international adviser marketplace, and by harnessing the latest cutting edge online technology, GWM Global Partners can successfully deliver the highest levels of financial advice directly to expats at their convenience.”
Gemma Frankland, promoted to Head of GWM Global Partners from the company’s Middle East flagship office in Dubai, will oversee a team of 15 advisers and associates who will provide a truly accessible service.
GWM have strived to build a best in breed solution, in line with the more developed financial markets such as the US, Australia and the UK and after significant research have taken what they believe to be the best practices from each region, to ensure a market leading proposition.
Explaining the process, Gemma elaborated “GWM Global Partner’s key is understanding that the requirements of each client are unique, therefore, rather than trying to make a ‘one size fits all’ service model preferred by many firms, we have designed a range of services and touchpoints to meet the needs of all clients and budgets. Ultimately, we see ourselves as a partner in building and maintaining the wealth and security of our clients and I am extremely confident that GWM Global Partners will allow us to do this now with significantly greater efficiency.”
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Mike Coady is an award-winning financial expert and a well-known leader in the financial industry.
Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended.
Mike is qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).