James helped us optimize our pension and savings plans and showed us options we did not know existed or were feasible. We are delighted with the outcome. He listened well to our needs and preferences and tailored his advice accordingly, he made the complex understandable, he understands international tax implications and built this into his guidance. Our sense is that he puts his client’s needs first, we heartily recommend a consultation with James.

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.

The team at Alpha Global Wealth provided impartial knowledgeable advice combined with patient follow up and attention to detail.

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.

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.”

I have a very good impression of Alpha Global in terms of personal and knowledge skills. So far very good.

Since 2016, James is my Financial Advisor. From the start until now he has been highly professional and dedicated in finding the best solutions meeting my personal needs. Although I would definitely recommend James for his financial skills and trustworthiness, I would even more recommend to anyone his kindness and thoughtfulness toward his customers.

Solid initial meeting. James really took the time to listen to my situation and future hopes. I appreciated his patience and not trying to start a selling pitch in the first encounter. I have a feeling he will be a wise counsel and trusted advisor. Thanks!

I first met with Alpha Global Wealth a few months ago. I met with James who came to my office, he was professional, polite and at no point pushy. Initially I agreed to the meeting, because on further inspection, I confirmed that James was a fully qualified UK and European financial adviser and affiliated with both UK FCA regulated financial bodies. James demonstrated a deep knowledge and understanding of UK, Swiss and international financial planning and taxation. I was impressed with his energy and enthusiasm in offering advice, with what seemed to be a genuine interest in mine and my family’s needs. Subsequently, I have had a further two meetings at their offices and so far, happy with the advice and solutions offered. I can recommend the company.

Professional service & advice