Charissaonyia Onyia
Christopher was very helpful.
Christopher was very helpful. Patient and took his time to explain everything to me and to also reassure me when i was doubtful.
Michael Merrick
Dubai - UAE (IA)
Simon Athwal- Excellent Service
Simon Athwal is an exceptional member of your team. He took over my Zurich Vista account approximately a year ago and has transformed my outcomes. He was honest and clear throughout. We agreed on my level of risk and his recommendations were reliable and well researched. I am very pleased with his level of service and hope to continue to be his client. Thank you Simon.
Jane Armstrong
Geneva - Switzerland (ARIF)
I had an excellent experience working with Will Van Der Lande
I had an excellent experience working with Will Van der lande to invest my vested benefits funds in a safe and secure company to improve my return. Will was very helpful and communicative allowing me to understand the benefits and steps involved in the process. He stays in close touch and I feel well informed and secure of this step in my financial journey.
Grahame Francks
Christopher Ellis strikes the balance...
Christopher Ellis strikes the balance expertly between listening empathetically and communicating efficiently and accurately.This is what’s needed to keep my pension on track within it’s timescale and I wouldn’t hesitate to recommend him as an honest, down-to-Earth advisor who keeps the financial jargon to a minimum.
Sébastien Mangeant
Dubai - UAE (IA)
I just completed a transaction...
I just completed a transaction thanks to the support of David Henson who really got involved to such a point that it totally made feel supported and trusted i was getting all the required data to make my choice. It was my first experience with this company and if all advisors are of the same caliber then i can only vouch for the quality of the overall portfolio they offer.
Chisom Obiora
Geneva - Switzerland (ARIF)
Working with Christopher Ellis
I have been working with Christopher Ellis for a few years and I really value his counsel, responsiveness and most of all connecting me with other experts on investment options. I will highly recommend him.
Gustavo Duarte
Max Gernstein is my advisor
Max Gerstein is my advisor and I must say I am impressed with the work so far. His attention with my assets, follow-ups so far were impeccable. His recommendations/guidance to date has been as well very positive.
James
Engaging & Educational Advisors
Great experience. Tom Baverstock applied his substantial experience and market knowledge to demystifying the options and opportunities available to me in my current and future position, building trust through his transparent and engaging conversation and providing valuable advice for the long term cognisant of individual situation. Tom and the team are keen and communicative but not 'sales pushy' - a welcome balance that reflects their maturity and professional excellence.
Gerard McCafferty
Helpful Support & Advice
I consulted with David Henson on my financial goals and plans, and was pleasantly surprised by his patience and honesty. It is quite rare in the 'wealth management' world to find someone who has these attributes, but David is someone who does. I felt David had an authenticity that others I have experienced lacked - with a one track mind instead - that being getting a deal done. I would fully recommend David as a financial advisor.
Raghad Alghazy
Dubai - UAE (IA)
Supportive & Well-informed
I had the pleasure of speaking with David Henson a few months ago. He has been super patient and supportive as I took my time to understand the process. He addressed all my questions and concerns then came back to me with a very suitable financial plan personalized to my needs. I never felt pressured or rushed during the process and I am very happy with the decisions I made. I know my future self will be thankful all credits to David!
