Ex-deVere MD Mike Coady starts new job ‘with immediate effect’
Former managing director of deVere UK Mike Coady has become chief commercial officer ‘with immediate effect’ at rival firm Guardian Wealth Management (GWM).
Guardian Wealth Management
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David Howell: Guardian Wealth Management’s accidental adviser
GWM’s David Howell talks about his firm’s expansion plans, alphabet soup, and the unintended consequences of RDR on the UK advice market.
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Guardian Wealth Management exits Qatar after six years
Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.
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UAE Insurance Authority issues licence to Guardian Wealth Mgt
The UAE’s insurance regulator has granted its first brokerage licence in around eight years, to international IFA firm Guardian Wealth Management.
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Middle East advisers applaud opening of Abu Dhabi free zone
Financial advisers in the Middle East have welcomed the long-awaited news that Abu Dhabi has opened its financial free zone, however, one IFA questioned whether it will be strong enough to compete with other financial hubs.
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The dangers of robo-advice
Clients should see the value in professional financial advice now more than ever, yet there seems to be increasing options for a client to go direct to platform with their investments. Are advisers now competing with online robots and electronic decision trees?
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Inside the mind of an international adviser
David Howell, chief executive at Guardian Wealth Management, talks through some of the everyday considerations of an international adviser.
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QROPS Flexible Drawdown
David Howell, chief executive at Guardian Wealth Management, looks at how fully flexible QROPS will affect international IFAs.
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How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
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Cheese and pickle on brown please
Everyone knows bringing a packed lunch will save you money, but will it save you enough for retirement? Guardian Wealth Management’s David Howell takes a look
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Guardian finds replacement for Ferguson in Dubai
Guardian Wealth Management has appointed Hamza Shalchi as manager of its Dubai office, replacing Chris Ferguson who left last month.
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guardian wealth management uae head resigns
Guardian Wealth Managements UAE managing director, Chris Ferguson, has stepped down.