The Choice Alliance Group Bewertungen 

53
•
TrustScore 5 von 5

4,8

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 4 von 5 Sternen

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.

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

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... Mehr ansehen

Unternehmen hat geantwortet

Unternehmensdetails

  1. Finanzplaner
  2. auch in
  3. Finanzberater
  4. Finanzdienstleistungsinstitut
  5. Immobilieninvestment
  6. Investmentservice
  7. Kapitalanlagegesellschaft

Vom Unternehmen geschrieben

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.


Kontaktinformationen

4,8

Hervorragend

TrustScore 5 von 5

53 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Bittet Kunden um Bewertungen

Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.

So nutzt dieses Unternehmen Trustpilot

Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

4,8

Alle Bewertungen

(53)

5 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 5 von 5 Sternen

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. Mai 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. Mai 2021
The Choice Alliance Group-Logo

Antwort von The Choice Alliance Group

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

Regards,

Anthony Roberts
The Choice Alliance Group

Bewertet mit 5 von 5 Sternen

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. April 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. April 2021
Bewertung ohne vorherige Einladung
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. April 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 4 von 5 Sternen

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. April 2021
Bewertung ohne vorherige Einladung
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. April 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. März 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

Great service

Anthony is helpful and efficient. Would recommend.

19. März 2021
Bewertung ohne vorherige Einladung
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 4 von 5 Sternen

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. März 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. März 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. März 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. März 2021
Bewertung ohne vorherige Einladung
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

I always receive sound

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

26. Februar 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. Februar 2021
Bewertung ohne vorherige Einladung
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. Februar 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. Februar 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. Jänner 2021
The Choice Alliance Group-Logo

Antwort von 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

Bewertet mit 5 von 5 Sternen

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. Jänner 2021
The Choice Alliance Group-Logo

Antwort von 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

So funktioniert Trustpilot

Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.

Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.

Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.

Hier ​finden Sie 8 Tipps für das Schreiben von Bewertungen.

Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.

Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.

Erfahren Sie mehr