The Choice Alliance Group Opiniones 

53
•
TrustScore: 5 sobre 5

4,8

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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 más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

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 más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

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.

La empresa ha respondido

Valorada con 5 estrellas sobre 5

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 más

La empresa ha respondido

Información sobre la empresa

  1. Planificador financiero
  2. también en la categoría
  3. Asesor financiero
  4. Inversiones inmobiliarias
  5. Servicio de inversión
  6. Servicio financiero no bancario
  7. Sociedad de inversión

Escrito por la 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.


Información de contacto

4,8

Excelente

TrustScore: 5 sobre 5

53 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,8

Todas las opiniones

(53)

5 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

All round great service from the team.

I met Anthony and Matt at The Choice Alliance Group over a year ago. The team are true professionals and always reliable, hospitable, and understanding. They are very knowledgeable and are able to assist with many aspects of financial services. Personally I very much enjoy the friendship we have developed and I look forward to continuing working closely together to reach our financial goals.

26 de noviembre de 2020
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Respuesta de The Choice Alliance Group

Thank you for your review Vasco, we look forward to continue to work with you.

Regards,

Anthony & Matthew
The Choice Alliance Group

Valorada con 5 estrellas sobre 5

Excellent financial advice

Anthony has been extremely helpful in giving me easy to understand explanations on my investment portfolio. I used to use another financial advisor company, where financial advisor assigned to me changed frequently and new advisors did not seem to be familiar with my portfolio. Ever since I have switched to the Choice Alliance Group, I feel like I'm in good hands and we meet online for quarterly review, and as and when I need to ask questions. I recommend Anthony and his company's service to anyone who is looking for reliable financial advice.

18 de noviembre de 2020
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Respuesta de The Choice Alliance Group

Thank you 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

Valorada con 4 estrellas sobre 5

Thanks Anthony 😊

Insightful financial management plus friendly service. Anthony has done a great job for me over the years.

19 de octubre de 2020
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Respuesta de The Choice Alliance Group

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

Regards,

Anthony Roberts
The Choice Alliance Group

Valorada con 5 estrellas sobre 5

My advisor has been superb

My advisor has been superb in looking after me and my money. Great service and despite recession, good returns still coming in.

25 de septiembre de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

Thank you for your review Sally, we look forward to continuing to work with you and providing strong returns.

Regards,

Anthony Roberts
The Choice Alliance Group

Valorada con 5 estrellas sobre 5

feedback

It was an excellent service as usual; friendly and efficient. thanks

11 de septiembre de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

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

Regards,

Anthony Roberts

Valorada con 5 estrellas sobre 5

Assured personal interaction and focus

I wanted more than just a regular investment report via email.
It's important for me that I am not seen as just a policy number - personal interaction and a focus on my individual needs is what I expect.
Since moving to the Alliance Group I can say that this is what I am getting. I catchup regularly with Anthony( my Advisor) to run through my Portfolio and discuss opportunities and risks. Over past several years I have experienced Anthony as dedicated and committed to knowing his clients, familiarizing himself with their needs and providing high quality guidance and service.

Fully recommend Anthony and the Alliance Group.

10 de agosto de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

Thank you 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

Valorada con 5 estrellas sobre 5

Fantastic company to work with.

I have worked with Matthew and Anthony for the last 2 years and I could not speak more highly of them. The are both so incredibly knowledgeable about wealth management, retirement planning, pensions and investments. They operate with the upmost professionalism and integrity, and they are both really nice people to conduct business with.

29 de junio de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

Thank you for your kind words Patrick. We look forward to working with you for many more years to come.

Regards,

Anthony Roberts & Matthew Howard

Valorada con 5 estrellas sobre 5

Worry free experience

Reliable, friendly and direct service. Questions are answered easily and you are given the detailed information to make an informed decision. Constant communication allows for completing the process in a timely manner. What I like most is all the little things are handled for you, so that the transaction is worry free. They are helpful and makes investing more enjoyable.

24 de junio de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

Thank you for taking the time to review our service. We really appreciate your feedback and I look forward to continuing to work with you in the future.

Regards,

Matthew Howard

Valorada con 5 estrellas sobre 5

Expertise to fit your needs and reliability !

I am very satisfied with The Choice Alliance Group. My long standing experience is based on the very accurate information and excellent advice I receive customised to my evolving needs . I can compare providers and highly recommend this group.

24 de junio de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

Thank you Isabelle, for taking the time to review our service and giving us 5 stars. We really appreciate your feedback and look forward to continuing to work with you and customise our service to your needs.

Thanks again,

Anthony Roberts

Valorada con 5 estrellas sobre 5

Experienced and knowledgeable team who…

Experienced and knowledgeable team who provided accurate and useful guidance for my circumstances, that can be complicated because I’ve worked in various parts of Europe.

I find their professionalism and helpfulness really impressive and would have no hesitation in recommending Anthony and the team to any clients.

Keep up the good work!

23 de junio de 2020
Opinión espontánea
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Respuesta de The Choice Alliance Group

Thank you Barry, for taking the time to review our service and giving us 5 stars. We really appreciate your feedback and look forward to continuing to work with you.

Thanks again,

Anthony Roberts

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