If you want to learn about the inspiration behind the innovative firm called Guardian Wealth Management, David Howell is just the man you ought ask. He is the one who built the company, more or less from scratch, and—working with some key partners—he is the man who sustains the company’s vision to this day. Indeed, with his team at Guardian Wealth Management, David Howell is changing the way UK citizens and expats alike think about the subjects of wealth management and financial planning.
What makes the company unique? When he began Guardian Wealth Management, David Howell wanted to do one thing: To create a firm capable of adapting and responding to the changing financial planning needs of its clients. He has succeeded in spades. Read on to learn more about the history of this special company, and about Howell’s role in its formation and continued evolution.
An Early Beginning
David Howell was not always the leader of a powerful wealth management firm, but he did always have a head full of ambitions. He started in the insurance industry when he was just 18 years old. This work provided him with a solid foundation and a basic level of competency in the financial services profession, but it was not long before he opted to make a big plunge—taking the first tentative steps toward the formation of Guardian Wealth Management.
Thus, he set out on his own, initially moving to Australia to obtain some international experience and eventually returning home to his native UK. He drew inspiration from diverse sources—including an uncle whose serial entrepreneurship served as a motivation, as well as SimplyBiz founder Ken Davy. Davy, in particular, was a mentor to young David Howell, who briefly worked under the older man and absorbed many of his ideas about business.
It was based on the encouragement of these two men that Mr. Howell felt like the timing was right to strike out on his own—and he did so, with a company called Keystone Consulting. This was the prototype of Guardian, of course, but there were still some significant developments yet to come.
The Growth of Guardian
The original idea for Keystone was to focus on providing financial planning services to clients who lived and worked in the UK—simple and clean, but, as Howell soon discovered, not entirely effective. The simple truth is that the world is changing, and many UK citizens are working abroad, investing in international businesses, or becoming expats. As such, Howell saw a need for his company to grow and evolve with them, and to develop capacities for offering financial services even outside of the UK.
And so the company’s focus shifted. Howell joined forces with some partners, whose international experience exceeded his own. Together they re-christened the company Guardian Wealth Management, and they looked toward the future.
What the future had in store for Guardian Wealth Management, David Howell soon found, was more growth and expansion. Understanding that the company had to grow, or risk its clients outgrowing it, Guardian expanded to more offices across Europe. These include offices in Brussels, in Geneva, and beyond. To this day, the company maintains a robust European presence, hardly just confined to the UK.
And indeed, it is not confined to Europe, either. The company has opened many offices in the Middle East, spurred by the reality of so many UK expats setting up shop or finding investment interests in that part of the world. Today, then, Guardian Wealth Management stands as a proudly international wealth management firm.
Services Rendered by Guardian Wealth Management
More specifically, though, what are some of the services that this company offers? The aim is for the company to provide clients with anything and everything they might need to establish financial prosperity. A partial list of services includes:
- NEST Pension schemes
- Lump sum investments
- Life assurance
- Medical insurance
- Inheritance tax planning
- Education fees planning
- Retirement and pension planning
- General financial planning
Clearly, then, this is a firm that has a diversity of services to offer—but there are still further reasons to recommend it.
Guardian Wealth Management: David Howell on the Company’s Values
Indeed, one of the things that sets the company apart is its unique corporate ethos. Below are just a few of the virtues that Guardian holds dear.
First and foremost, it is important to note that this is a fully autonomous financial planning firm. It is not associated with any particular bank or parent institution. How does this benefit the client? It ensures that Guardian’s financial strategists are able to offer the products and services that most benefit the client, period.
It is also crucial to note that this is a company that fully complies with all applicable regulations. Regulations ensure that the company is above-board and transparent. For more information on the precise regulations in place, consult with individual offices in specific countries.
The company takes immense pride in its standing as a forward-thinking company. It is always looking to the future, and seeking to ensure that the client will have prosperity and financial security down the road. Clients can expect that their assets and their financial plans will receive regular review, and, where necessary, revision.
Certainly, service is one of the company’s watchwords. In everything it does, it seeks to put the client first. Another thing clients can expect, then, is that they will have a service representative who is kind, prompt, and responsive.
All of these values ultimately point to the concept of trust—and certainly, with Guardian Wealth Management, David Howell set out to establish a company that clients would hold in high repute. The Guardian team brings combined decades of financial experience to their work, and in everything they do they seek to put the needs and financial goals of the client first. It is not unreasonable to say that this is a company that has earned and cultivated trust, then—and, as the visionary behind Guardian Wealth Management, David Howell could not prove prouder. It is through the company’s pursuit of trust and its emphasis on service that Guardian has risen to the top.
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