Guardian Wealth Management announces global expansion plans

Against a backdrop of Brexit and US Presidential uncertainty, Guardian Wealth Management enjoyed unprecedented growth in 2016 with revenues increasing by over 25% from 2015 and Adviser numbers increasing by more than a third.   Having already opened new offices in Abu Dhabi and added two industry heavyweights in the form of Mike Coady and […]

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Old Mutual International’s Jones joins Mike Coady at GWM

Darren Jones, the former head of international technical sales at Old Mutual International, has joined Guardian Wealth Management’s senior management team as technical and training director. This follows the announcement earlier on Wednesday at Guardian Wealth Management’s annual general meeting that former managing director of deVere UK Coady has become chief commercial officer ‘with immediate […]

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Mike Coady links up with Guardian Wealth Management

GWM Group has today announced at their AGM the appointment of Mike Coady as their Chief Commercial Officer with immediate effect. Mike Coady will be tasked with driving the global expansion of the GWM Group, as the company builds upon its position as one of the leading expatriate financial advisory organisations. Mike has been appointed to further strengthen […]

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What makes a great financial adviser?

Listening to the advice of a great financial adviser may not make you rich, but it is an excellent way to assure you that you are on the right path toward achieving your financial goals. Just like some accountants or some solicitors are better than others, some financial advisers are better than others. With almost […]

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The benefits of working with a financial adviser

Managing your own financial affairs requires a broad knowledge of your financial options. It requires an aptitude for choosing the most appropriate investments, monitoring those investments, and making sound decisions about whether or not to hold on to those investments. To make the right decisions, you need to keep abreast of the markets, new laws, […]

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Making experience count with Family Wealth Manager Nathan Lennox at Stapleford Park

For all of us at deVere, formal qualifications are the lynch pin of our success which is why our company is one of the financial service sector’s biggest investors in formalised training schemes. However, over the years I’ve come to realise there is something money can’t buy, and that is experience. With that in mind […]

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A fortnightly look at global financial markets

The following is a detailed commentary and analysis from deVere Group’s International Investment Strategist, Tom Elliot regarding: Is U.S credit the next crisis? A downgrading of Siegel’s Constant?  Brexit, or ‘I’m sorry I haven’t a clue’. Capturing President Trump. Q4 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed […]

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Family Wealth Manager Scott Millar praises mentoring at Stapleford Park

When Albert Einstein said: “The only source of knowledge is experience” I believe he wasn’t too far away from a profound truth. Of course, in our industry formal qualifications are a prerequisite – forming the vital building blocks of knowledge that allow us to undertake the complex business of financial consultation. However, I firmly believe […]

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deVere United Kingdom: Highly Commended National IFA Firm of the Year

What a night it was last night! It’s with great delight and pride that I can confirm that deVere United Kingdom was the highly commended National IFA of the Year at the prestigious – and highly competitive -MoneyAge awards, held each year in London. The winners were announced at a celebratory gala dinner at the […]

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Darren Mead named Head of deVere Mortgages

Darren Mead has been appointed Head of deVere Mortgages, joining us from Just Mortgages (part of SpicerHaart Estate Agency Group) where he was Divisional Sales Director. As deVere Mortgages offers an industry-leading service to our ever-growing client base across the globe, it is always a priority to employ the highest calibre of personnel.  Darren Mead, […]

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