I have had a very good experience with Alpha Global Wealth over the years I have been with them in Switzerland.
James and his team are extremely helpful, knowledgable, detailed and diligent when providing their advice and support.
They are very quick to respond when I have had to seek additional product information to satisfy requests from the Swiss and UK tax authorities and my current employer.
Review by Awng1 month ago
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 at Alpha Global Wealth reflects the principals of James. I blindly recommend them ! Keep up the good work!
Review by Aphid1 month ago
I appreciate the transparent and balanced manner James Barnes and his team in Geneva help me with my financials, always based on an excellent understanding of the global markets, the right fit of product and the Swiss situation in particular. The results speak for themselves. Many thanks for your advice,
Review by Klemenzrafael2 months ago
Alpha Global are friendly, approachable, knowledgeable, quick to respond, flexible and offer easy to use tools.
Review by TonyShepherd3 months ago
Having been with Alpha Global Wealth since start up, I can only commend the team and leadership as they have grown and evolved over the years. Never disappointed with advice given.
Review by Poomba3 months ago
Very good initial engagement and professional approach. Sustainability of results to be confirmed over time.
Review by Piraphat3 months ago
James took over my portfolio about one year ago and since I only had a very good experience. James advices related to one's personal situation and he is not pushy, which I very much appreciate.
Review by Pentland Klebig4 months ago
James and Jay are a formidable team. I can honestly say that of all the financial advisors I have worked with, James is the best. If you want honest no nonsense financial advice, then James is your man. Jay will make sure you are well looked after. Great customer experience guys! Keep up the good work guy!
Review by Harbourne Conderson4 months ago
Been working with Alpha Global Wealth now for 2 years. Staff and management are very professional and offer a very good service.
Would recommend to anyone looking for UK financial advice for investment and pension planning.
Review by Rebi4 months ago
I must say I was refreshed by James Barnes' approach having grown a bit disdainful of people in his line of business. His first concern was to figure out how to help me and once prompted was very transparent about how he is remunerated for his work
Review by Jimmock Mourillon4 months ago
Clear discussions and highly targeted advice from the outset. No sales push, which was really appreciated, especially the fact there was no request to 'recruit' friends and colleagues as many other similar organisations do.
My first impressions after a couple of months are that my investment is in competent hands and I like the customer focus that Alpha gives. I'd definitely recommend.
Review by Bafford4 months ago
Great advice, excellent customer service, reasonable fees. Recommended!
Review by Teamsters Kochubey4 months ago
I have been working with James of Alpha Global Wealth for over 6 years now. Investment performance over these 6 years is in line with my expectations. James is always available and proactive in making contact, despite the fact that I am sure I am one of his smaller accounts! Whilst other advisors come and go, with this 6 year history and with James having invested in his own firm I’m confident he will still be available in years to come.
Review by Stacyleigh4 months ago
A great team you can trust. Always take quality time to explain and share portfolio performance. Careful decisions with investments that are aligned with expectations and investment risks.
Review by Londener Whitby4 months ago
Alpha Global Wealth have a proven track record. They have a clear focus on the client need and deep knowledge and understanding of the investment opportunities. I have been particularly impressed by this client focused approach.... constantly seeking to understand short, mid or long term client objectives and risk tolerance. Alpha Global Wealth have always provided a number of measured and constructive options accompanied by clear and well articulated explanations
Review by Kostalos4 months ago
James Barnes and the Alpha Global Wealth Team are a very strong team.
They have provided me with Pension planning and modelling, investment strategies and tax guidance. They have delivered a consistent 4%+ net growth across my portfolio.
James and the team are refreshingly transparent and extremely responsive. I have 100% trust in the team and would recommend them.
Review by Janiero4 months ago
I have been dealing with James , Jay and the team now for 3 years and have always appreciated the regular pension portfolio reviews and advice for our circumstances. The fund growth is above our net 4 to 5% target per annum after costs, having opted for a moderately defensive approach. I can highly recommend this efficient and excellent team to anyone who needs that attention to detail and personal touch.
Review by Limouzy4 months ago
James and his team have a real "value your customer" approach. Their advices, support and professionalism are second to none. They value you and have a keen interest in YOUR intesrests.
Review by VPea4 months ago
I have been a client of Alpha Global Wealth since 2017 and am very satisfied with the service and advice received. All questions are handled promptly, they are readily available to meet to review my investments, and they listen to my needs.
Review by Hydroo5 months ago
I have found Alpha a very reliable partner. They take initiative to help me improve my financials. No follow up is required from me. They take the lead.
Review by Nakeesha6 months ago
James has been our financial advisor for a number of months now and I would fully recommend him to prospective clients. He has a deep knowledge of the financial markets and is a highly professional individual. He listened carefully to my husband and I and was able to propose suitable solutions for both our needs. He also understands and was able to explain the various personal tax consequences of our decisions around our UK pensions which we have found extremely beneficial. I look forward to continuing to work with James and would highly recommend him as a knowledgeable professional individual to work with.”
Review by FuzZioNLiKe6 months ago
Extremely professional advice and complete service provided by the team at Alpha Global Wealth.
Review by Chenndra Subwave6 months ago
When I arrived in GVA 5 years ago, I had initially struggled to find a good financial adviser. But for the last couple of years with James, those struggles are over. He is honest, knowledgeable and has been extremely helpful for my financial planning, as he fully understands my needs and risk profile.
Review by Cannistra6 months ago
Good first impression.
Review by Amoudi6 months ago
Having spent 10 years in Switzerland and admittedly concentrating more on my career than wise pension investment choices it has been a pleasure to work with both James and Jay.
Following previous disappointing advice from another provider where considerably more was spent on charges than accrued on growth, it was a pleasure to discuss with James sensible options with total transparency on risk, benefit and charges.
Very professional in both advice, discussion and practical follow up. Clearly early days in respect of any comment on investment returns, but at this stage I would certainly recommend Alpha to any English speaking professional requiring reliable investment and pension advice in Switzerland.