Alpha Global Wealth レビュー 

96
•
TrustScore 5段階評価の4.5

4.7

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レビュアーのコメントを見てみましょう

5つ星のうち5の評価

James Barnes took a genuine interest into me as an individual and my family situation to establish the long term needs and sound financial planning. He provides me with a very balance view on trends a... もっと見る

5つ星のうち5の評価

I collaborate with James Barnes since 2014. His persistence, the understanding of the client’s needs and his professionalism prove the well deserved success of his own firm. The whole team that works... もっと見る

5つ星のうち4の評価

James was happy to invest time understanding my situation and requirements without any commitment or pressure. His advice has been consistent from the start and he has been flexible, responding to que... もっと見る

5つ星のうち5の評価

James is a first class Wealth & Investment Manager. He takes the time to get to know you and what you are trying to achieve. He offers excellent advice, is knowledgeable and listens well. He's incredi... もっと見る

企業情報

  1. 非銀行系金融サービス

当該企業による記述

Alpha Global Wealth is a wealth management company providing exceptional independent international financial advice throughout Switzerland.


連絡先

4.7

優良

TrustScore 5段階評価の4.5

96件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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4.7

すべてのレビュー

(96)

過去12か月のレビュー数: 0件

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5つ星のうち5の評価

Excellent service and advice - doing "the right thing" for the client

James came to our company and gave a presentation during our lunch break. I explained to him the tragic history of my SIPP that had lost more than 50% of its value with 2 previous advisors. James was able to look at the underlying problem and managed to work with your Hornbuckle Mitchell and Quilter to close my old policy which was costing £6000 in fees per year and open a new account reducing the fees down to £500 per year. Alpha Globe Wealth provided exceptional service and did this restructuring without charging any fees or making any commissions over a period of the last 18 months to ensure that I received the best outcome. Thank-you Alpha Global Wealth!

2020年8月28日
自発的なレビュー
5つ星のうち5の評価

The hero is the one preventing the fire

James approach me to highlight issues I was not aware off. Thanks to him I have now been able to re-invest assets that were not performing.
A very professional yet human approach to make complex matters understandable. This is done with the appropriate support to ease the customer experience in handling the bureaucracy behind. so far so good and look forward to great growth with expert advise.

2020年3月27日
自発的なレビュー
5つ星のうち5の評価

Expertise with a personal touch

James and his team at Alpha Global Wealth have given me great advice on investments and also really come to my aid in sorting out the complexities of various UK pensions. James is an expert in his field but takes a personal approach with his clients which is very important to me. I would readily recommend him to others looking for financial guidance.

2019年12月13日
自発的なレビュー
5つ星のうち4の評価

Overall very happy

I've been with Alpha Global Wealth for approximately one year. During that time they have been pro-active, with sound, honest advice. Overall very happy

2019年12月11日
自発的なレビュー
5つ星のうち5の評価

Professional advice & a personalised service

James has been looking after my investments & pension since 2015 and I value his advice based on his long experience and insight into the financial markets.
James and the Alpha Global Wealth team are always available to provide me with the prompt & professional advice I need for my investment decisions and they ensure we have regular contact throughout the year.
I would recommend their services to any new investors looking for professional advice & a personalised service.

2019年12月11日
自発的なレビュー
5つ星のうち5の評価

Alpha Services

Mr James Barnes has been managing my portfolio for years. I always found the right advice that helped me to achieve higher returns on my investments even in tough times when others were struggling. When he established Alpha; I continued to get same level of attention with further support from his staff. Jay is a great problem solver with pleasant client-centric attitude.

2019年12月10日
自発的なレビュー
5つ星のうち5の評価

Continue to be satisfied with the…

Continue to be satisfied with the support/advice and feedback I receive from Alpha, and in particular from James himself. Very knowledgeable and quick response to any questions you pose. Highly recommend them if anyone is considering to use them

2019年12月10日
自発的なレビュー
5つ星のうち4の評価

Responsive and so far successful!

We have been clients of Alpha Global for about 9 months. In that time they have achieved better results for our portfolio than our previous advisors did in 8 years. They are very proactive and responsive.

2019年12月10日
自発的なレビュー
5つ星のうち4の評価

Instant availability

Instant availability, great response time, good support and expertise and very approachable. Trust is an important aspect in this industry and they do a great job in building it with their clients.

2019年12月9日
自発的なレビュー
5つ星のうち5の評価

Financial advise by James Barnes vs. a simple fund seller

James Barnes took a genuine interest into me as an individual and my family situation to establish the long term needs and sound financial planning. He provides me with a very balance view on trends and resulting yields vs. risks based on his deep expertise. Go to James Barnes when you want a well rounded financial advisor.

2019年11月29日
自発的なレビュー
5つ星のうち5の評価

Helpful, knowledgeable and responsive.

I have been working with James to consolidate & manage my UK pensions, in order to maximise their value and support an appropriate risk profile. I have been impressed with his detailed knowledge of UK pensions, tax etc. and can favourably contrast his expertise with others. I have found him, and his team, impressively organised (in the face of my own impatience with administration) and they have made what seemed complicated appear relatively easy. I am very happy to recommend him to others who value professionalism and knowledge coupled with patience, efficiency and a real willingness to listen to what clients want & to navigate them through these, often complex, issues.

I currently have some health issues that had pension and other implications. I found James and the team responsive, helpful and considerate. I am very thankful to them.

2019年11月28日
自発的なレビュー

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