The Choice Alliance Group Opiniões 

53
•
TrustScore: 5 em 5

4,8

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

Our financial adviser is always available to answer any questions - it's such a relief to know he is always there! And he explains things clearly and patiently when he thinks adjustments should be m... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

The information I received from Choice Alliance was always very clear, and any questions I had were answered in a timely manner. No question was ever too small and I felt very well taken care of as a... Ver mais

A empresa respondeu

Classificada 4 em 5 estrelas

Since Anthony took over my portfolio several years ago, I appreciate his way to stay in touch and his clear financial advice. I can recommend Anthony as adviser.

A empresa respondeu

Classificada 5 em 5 estrelas

Here it comes! For me last year was the year I decided to retire! Such an important decision where finance is a key topic. And again I measured how critical this is to trust your financial advisor an... Ver mais

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Informações sobre a empresa

  1. Empresa de planeamento financeiro
  2. também em
  3. Consultor financeiro
  4. Empresa de investimentos
  5. Investimento em propriedades
  6. Serviço de investimentos
  7. Serviços financeiros não bancários

Escrito pela empresa

The Choice Alliance Group provides transparent, high-quality financial planning and wealth management advice to clients across the world, with a particular focus on expats and internationally mobile individuals. We specialise in global financial planning, pension planning, investment strategy, and long-term wealth management for clients with cross-border lives and complex financial needs. We believe great financial planning is built on trust, clarity, and long-term relationships. Our service doesn’t stop once advice is given or investments are put in place every client has ongoing access to their own dedicated financial advisor, ensuring continuous support as your circumstances, goals, and global landscape evolve.


Informações de contacto

4,8

Excelente

TrustScore: 5 em 5

53 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,8

Todas as opiniões

(53)

5 opiniões nos últimos 12 meses

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Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

Anthony Roberts is a great advisor and person

Words fail me to speak about professionalism shown by Anthony Roberts.
He is not only a financial advisor (for many years) but also listens and often anticipates my thoughts for the future both near and far. It is with pleasure that I recommend Anthony as an outstanding financial partner.

5 de maio de 2021
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Resposta da The Choice Alliance Group

Thank you for taking the time to leave us a review. I'm always here for you to provide support and we will continue to speak on a regular basis.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Anthony has been my advisor now for a…

Anthony has been my advisor now for a number of years and always provided the appropriate advice and management for my requirements.

3 de maio de 2021
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Resposta da The Choice Alliance Group

Thank you for your feedback John, I look forward to our next review.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Anthony Roberts – MY financial planner

Anthony Roberts manages my portfolio already for several years. He is always carefully listening to my personal situation. Based on my current circumstances and the individual goals, he provides reasonable financial advice. He keeps a careful eye on the latest developments of the markets and proposes adjusting my portfolio accordingly, if needed. Especially the last year was rather challenging. Anthony Roberts takes the time needed to explain me the developments and his advice in a friendly and clear way. Since he is managing my portfolio, the valuation is increasing. I am happy that he is MY financial planner. He is always available when I need to contact him. Finally, I can recommend Anthony Roberts as an excellent financial planner.

26 de abril de 2021
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Resposta da The Choice Alliance Group

Thank you Heinz, for taking the time to review our service. We really appreciate your feedback, getting to know our clients and their needs with regular reviews is our top priority. I look forward to continuing to work with you in the future.

Kind Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Anthony Roberts has been our Financial…

Anthony Roberts has been our Financial Advisor for a few years now. He is a very refreshing change from what seems to be the norm in that profession...not only is he reliable, trustworthy and offers sound advice in complicated situations, he is a pleasure to work with. Many thanks Anthony.

22 de abril de 2021
Opinião espontânea
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Resposta da The Choice Alliance Group

Hi Andrew,

Thank you so much for taking the time to leave a review and 5 stars we really appreciate it. I look forward to working with you both for many years to come and meeting for a coffee again when we can.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Anthony Roberts , a great financial advisor

Anthony Roberts has been my financial advisor since some years ago. During this time he has kept regular updates with me , explaining all the information in a very clear manner. I truly appreciate his professionalism, patience and true caring attitude. I am lucky to have him as my advisor and will be very happy to recommend him to anyone. He is really a person you can trust.

19 de abril de 2021
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Resposta da The Choice Alliance Group

Thank you Angela for your kind words. It is a pleasure working with you and I look forward to many more years to come.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 4 em 5 estrelas

Since Anthony took over my portfolio…

Since Anthony took over my portfolio several years ago, I appreciate his way to stay in touch and his clear financial advice.
I can recommend Anthony as adviser.

19 de abril de 2021
Opinião espontânea
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Resposta da The Choice Alliance Group

Thank you for your review Reinhard, I look forward to working with you for many more years.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

True consultants with customer focus

I am glad to be able to write a review for Alliance Group, and Anthony Roberts that is my counterpart.
From the first day of my relationship with Anthony it was evident that Anthony deeply cares about your personal goals, and does his best to address them, while simultaneously sharing his personal beliefs on how we can improve returns. I highly appreciate that Anthony works as true consultant with the consumer in his mind, rather then seller, as that has been off-putting with a number of financial advisors in past.
If you are looking for a long-term companion that cares about your financial goals and looks how to improve them Anthony and The Choice Alliance Group is the destination.

8 de abril de 2021
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Resposta da The Choice Alliance Group

Hi Branko, Thank you so much for your review and 5 stars we really appreciate it. I look forward to working with you for many years to come.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

The services of Anthony are impeccable

The services of Anthony are impeccable. His professional, dedicated, competent and service-oriented approach to his clients are excellent. Highly recommended

19 de março de 2021
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Resposta da The Choice Alliance Group

Hi Steen & Rie,

Thank you so much for taking the time to leave us a review and 5 stars we really appreciate it. I look forward to working with you both for many years to come and meeting for a coffee again when we can.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Great service

Anthony is helpful and efficient. Would recommend.

19 de março de 2021
Opinião espontânea
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Resposta da The Choice Alliance Group

Thank you Caragh for taking the time to leave us a review. We are always here for you to provide support and we will continue to speak on a regular basis.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 4 em 5 estrelas

The Choice Alliance Group

The local Choice Alliance Group representative has been our financial advisor for several years, though under different organisations earlier. The service has always been prompt and the advice given in easily understandable language. Unfortunately, current virus lockdown conditions have made personal contact face to face impossible but contact via telephone video has worked well.

10 de março de 2021
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Resposta da The Choice Alliance Group

Hi Ros,

Thank you very much for your feedback. We look forward to working with you for many years to come.

Kind Regards,

Matthew Howard
The Choice Alliance Group

Classificada 5 em 5 estrelas

Great service

Matthew has been extremely helpful in assisting with locating my various UK pensions and providing advice in regard to my options.

Very happy with the service I have received so far and look forward to working with Matthew in the future.

3 de março de 2021
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Resposta da The Choice Alliance Group

Hi Harvey,

Thank you very much for taking the time to give us such a nice review. We look forward to working with you for many years to come.

Kind Regards,

Matthew Howard
The Choice Alliance Group

Classificada 5 em 5 estrelas

I have had such professional and…

I have had such professional and friendly advice and service over the years .
They go that extra mile to ensure your finances are doing the best for you.
Constantly looking at the market and forecasts to restructure finances for optimum benefit.
I always felt supported and secure in any decisions I made.
I would not hesitate to recommend Choice Alliance Group .

2 de março de 2021
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Resposta da The Choice Alliance Group

Hi Sue,

Thank you so much for your feedback. It has always been a pleasure working with you and I'm sure we will have many more successful years working together.

Kind Regards,
Matthew
The Choice Alliance Group

Classificada 5 em 5 estrelas

The Choice Alliance Group offers great service!

Matthew is an excellent advisor! he is always willing to help and answer questions regarding investment strategies. In addition, his service is very competent and responds on time to any query.

1 de março de 2021
Opinião espontânea
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Resposta da The Choice Alliance Group

Hi Jose, Thank you so much for your review and 5 stars we really appreciate it. I look forward to working with you for many years to come.

Regards,

Matthew Howard
The Choice Alliance Group

Classificada 5 em 5 estrelas

I always receive sound

I always receive sound, timely advice and would definitely recommend the Choice Alliance Group.

26 de fevereiro de 2021
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Resposta da The Choice Alliance Group

Hi Eldon, Thank you for taking the time to leave us a review and 5 stars we appreciate it. And its great to hear you would recommend us.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

I am very pleased with the services

I am very pleased with the services provided. The advices are very pertinent and reliable. Thank you for your support, especially during these hard times.

8 de fevereiro de 2021
Opinião espontânea
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Resposta da The Choice Alliance Group

Thank you Maria for taking the time to leave us a review. We are always here for you to provide support and we will continue to speak on a regular basis.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Excellent Service

Anthony Roberts is not just an excellent financial advisor but is also a super individual who took the trouble to understand my immediate and long-term needs. He helped me change my portfolio to better fit my financial needs and keeps a keen eye on market developments. I fully trust his judgement and very much appreciate the trust that has been built up over the past several years.

3 de fevereiro de 2021
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Resposta da The Choice Alliance Group

Hi Lasantha, Thank you so much for your review and 5 stars we really appreciate it. I look forward to working with you for many years to come and meeting for a coffee again when we can.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Investments well on track

Since switching to the Choice Alliance Group my portfolio is now managed by Anthony Roberts. Besides first tackling some low hanging fruits Anthony managed to set the portfolio's right for mid- and long term where the first results have already appeared. Words that come to mind in the received support are: trust, experience, anticipation and consumer oriented.

1 de fevereiro de 2021
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Resposta da The Choice Alliance Group

Thank you Armand for taking the time to write us a review, I look forward to continuing to work with you and growing your portfolio's.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Effective communication and support

Service tailored to customer needs, effective communication, including timely support when needed, I would highly recommend! Self-service portal needs some further development to improve customer experience

30 de janeiro de 2021
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Resposta da The Choice Alliance Group

Thank you for your review Tony. We are here to support you whenever you need and communication is key to what we do and how we help our clients. Noted about the online portal and something we are working on.

Regards,

Anthony Roberts
The Choice Alliance Group

Classificada 5 em 5 estrelas

Excellent experience

Recently Anthony changed my plan's investments and it proved to be profitable in a very short time. I also contacted him to change my policy plan to better fit my new financial needs and he provided very helpful advice and found an optimal solution for me. Excellent experience all around.

29 de janeiro de 2021
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Resposta da The Choice Alliance Group

Thank you for your review Alessandro. We are glad the service and experience provided to you has been excellent and we look forward to continuing to provide for many years to come.

Regards,

Anthony Roberts
The Choice Alliance Group

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