Guardian Wealth

Guardian Wealth is a boutique financial advisory & wealth management firm, designed to improve, protect and progress your financial well-being, to help you achieve the goals and aspirations that you have, both now and into the future. We are committed to building and sustaining long-term relationships based on trust, superior service, and the quality of our initial and ongoing advice which is often in the following areas: - Investment & Retirement Planning - Pensions advice - Income, Capital Gains, and Inheritance Tax - Self employed/limited company financial planning & business exits - Trusts & Structures for HNW individuals We give initial and ongoing recommendations, adjusted on an annual basis to ensure that our advice is always being updated to your circumstances. Being a Partner practice of St. James’s Place Wealth Management, we have access to their investment proposition for our clients, and St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group. More details on this are set out on the Group's website at: www.sjp.co.uk/products.