MWC Group demonstrates very professional approach. All the phases were done in a systematic and clear form that permit me to better understand the process and choose the best solution accordingly... Toon meer
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MWC have provided safe hands for my investments for over 4 years. The advice from Rob at MWC has been not only financial but wide ranging and he has steered me through worrying and complicated times i... Toon meer
I got in touch with MWC through my colleagues who recommended them. They gave me very good advice for pillars 3a and 3b along with possible solutions and the corresponding customed simulations. They r... Toon meer
I had a very informative discussion with Anu, who was both knowledgable on the subject of my query, as well as on the wider picture. He also gave me some wise and practical advice and proactively prov... Toon meer
Bedrijfsgegevens
Geschreven door het bedrijf
Swiss and EU regulated Financial Planning and Asset Management company specialising in helping an international client base
Contactgegevens
Etzelblickstrasse 1, 8834, Schindellegi, Zwitserland
- 0041444217740
- admin@mwcgroup.ch
- mwcgroup.ch
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Good advice on the 3A and 3B options
Good advice on the 3A and 3B options - notably for those people who are new to Switzerland.
Great support from a great adviser
Gethin has been a great adviser, delivering high standard services. He not only supported me to identify the best solution for my investment and retirement solution planning, but he’s been always available to deal with any new requirements. For example, when I recently moved to a new country, he and his team provided me very quick guidance and support to deal with all required tasks in a timely manner. Strongly recommended to anyone looking for customised advices!
MWC Group highly recommended
Gethin of MWC Group has been my trusted adviser for a number of years. His knowledge and expertise coupled with excellent customer service skills helped me to find the best savings and investment solutions in Switzerland tailored to my requirements. Gethin is kind and attentive to his clients, he is also open and honest in discussions to make sure that they receive what they need. I am very thankful and highly recommend him!
I love the services
I love the services received, my adviser was so professional and empathic that made me feel in the right hands to define how should I invest for my future. We are now exploring more options to keep investment with them.
Great experience
I have been in contact with gethin from MWC quite a few years now.
I have always found him very customer oriented ,understanding the financial needs of his client and making proposals accordingly to help ensure the best financial future for the individual/family .
His turnaround around time is also fantastic .
All in all a very good experience.
Financial Advice tailored to my needs
Knowledgeable team. Their advice is tailored to your needs. A pragmatic and analytical approach to personal finances and investing.
They are always flexible in booking appointments.
Informative and proactive with no pressure
I had a very informative discussion with Anu, who was both knowledgable on the subject of my query, as well as on the wider picture. He also gave me some wise and practical advice and proactively provided some risk guidance for which I am very grateful. There was also no pressure, which is a breath of fresh air!
Good services and support
Competent and clear help
Recently subscribed to a 3b fund and MWC helped with the whole process, from finding the right option to getting the documents to signing the documents.
They were always clear, prompt and very responsive.
Great financial advice
Great service, as always getting good advice from expert advisor
Very satisfied!
I'm very satisfied with the financial consulting I've received from MWC Group and have successfully implemented alot of the advice I've been given to date. The communication has always been open & honest and they have been very proactive in engaging with me on various topics since my initial introduction. I would highly recommend their services.
Expertise and Trust
Expertise, listening to needs and dedication…what else would you expect from a financial advisor ? All this brings to trust and that is why we recommend MWC !
The advise that was provided was…
The advise that was provided was professional, honest, clear and very helpful in assisting me to make the the right decision with regards to my savings (third pillar).
Great expertise and guidance
Iain and the team at MWC have been fantastic to help me navigate transferring a couple of Defined Benefit schemes in to a SIPP arrangement. A process which seems incredibly complex in the UK but super pleased with the guidance and support over the past year.
Professional and honest advisory
I have been in touch with Nick Tipper in order to look at different investment opportunities through MWC.
I have benefit at that time from an accurate recommendation with high level and very professional clarifications as well as a large number of opportunities.
My experience was a very good one
My experience was a very good one, very professional. That convinced me to sign 2 pension pilots with MWC group and also bring my husband with me.
Straightforward and helpful
I have worked with Nick Tipper from MWC and found him to be straightforward and helpful. My previous experience with wealth managers is that they often want to sell you unnecessary products or frequently update your portfolio in order to increase their fees - I have not found this to be the case with Nick, which is much appreciated. Nick listens to my priorities and selects the best long-term solutions.
I felt that you were not very available…
I felt that you were not very available (on short notice) when I needed you. Though, when you where available, then you were patient. So not too happy.
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