Welcome to Guardian Associates Limited
Guardian Associates Limited was established by the merger of two long standing IFA practices. Our express aim was forming a multi-disciplinary practice in the new world of Financial Advice with offices throughout the UK starting in London and the South East. Our advice process is holistic, underpinned by an ethical approach in all matters.
Our service begins with a meeting to conduct a detailed assessment of the clients' current situation and we then discuss their objectives, incorporating a defined Risk assessment. As each client has unique requirements our recommendations are tailored accordingly. After agreement the next step is to implement our advice and monitor the results periodically on an agreed basis. Plans are amended as circumstances alter and as appropriate. Our renumeration is by fee or commission or a mixture of the two and is agreed after dicussion with the client.
We currently offer a comprehensive financial planning service for a mixutre of Corporate and Private Clients throughout the UK on:
Financial Protection against Risk:
- Life Assurance
- Heath Insurance
- Income Protection
- Private Medical Insurance
- General Insurance
Managing Cash & Borrowings:
- Current Accounts
- Deposit Accounts
- Mortgages
- Equity Release
- Commercial Finance
Building & Preserving Capital:
- Portfolio Management
- Pensions & Retirement Planning
- Annuity Purchase
- Investments & Regular Savings
- Trust & Estate Planning
Corporate Advice:
- Employee Benefits
- Shareholder & Partnership Protection
- Key Man Cover
- Commercial Finance
- Commercial Banking
If you have any suggestions please e-mail us or use one of our contact forms.
The General Insurance Services made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's market place.