Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.
The firm, which predominantly serves expats in Europe and the Middle East, is to open a 100-strong headquarters in Cardiff this year, with the ability to advise clients located across the world. Chief executive David Howell (pictured) said the firm is aiming to be the first to bring lifestyle financial planning to the mass market. "We aim for [the higher end] of the market, but financial planning can be applied to any segment of the socio-economic structure," he said. "We're working on the technology to bring that to everyone over the internet via Skype. It's cost effective, packag...
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