Rick Stanton
Dubai - UAE (IA)
Professional - Recommended ++++
Max is the consummate professional and his information is accurate and always timely. He always makes regular contact and has taken the time to explain information in detail. The performance is monitored closely by their team and as I always do the same, there are no surprises which is the way it should always be in this line of business. He regards my money as though its almost his and takes great care of it. This puts my mind at ease especially and my interest is clearly being looked after. I am very pleased with the services he and his team have provided and will continue to work with them both in the future. Considering where I am in the world, I get inundated with companies offering their services. I have tried 3, and this one is one of if not the best in their sector. Highly recommended for a professional service with impartial advice.
Sanjay
Dubai - UAE (IA)
Portfolio Performer
In my portfolio, I selected the funds which were recommended by Mr. Simon Athwal and in short period it appreciated good. Mr. Simon’s follow-up is great and periodically conducting meeting to discuss the portfolio and future financial planning.
Anthony Hadfield
Dubai - UAE (IA)
Max Gerstein is a really good financial adviser.
Max Gerstein is a really good financial adviser. I appreciate his explanations and assistance in making choices about my attitude to risk assessment. Also he is to the point and the call was not too long. I appreciate being kept in touch.
Ben Edwards
Professional Yet Personal
Interview with Max is always great, personal, relevant and informative. A good mix of professional ettiquette and informal guidance; highly recommended.
Jan
I've been working with Chris for about 5 years
I've been working with Chris for about 5 years. He took over my account that was not doing very well, and under his guidance, we have managed to turn things around. I can attest to his diligence, competence and loyalty. Even though he and I have moved around the globe, he still manages to keep in touch with me and provide top-notch advice on a regular basis.
Aine O'Brien
I have complete trust
I have complete trust with my financial advisor Simon Athwal and his team. Money is a stressful aspect in everyones life. Simon keeps my informed, checks-in on my status and updates me regularly. He understands what I want and I have total faith working with him. I feel the entire team are efficient, professional and a pleasure to deal with in any circumstances. Always a great experience. Thank you.
Silvio
Chris was very helpful
Chris was very helpful in explaining by current progress in my portfolio. I highly recommend him
David Ingram
Excellent service from Simon Athwal
As always, Simon gave a clear and comprehensive six month update, good advice on how to continue and already has a suggestion in place for what to cover in our next update. We had made some changes previously which have proved to be successful. Very happy.
Taz
Great person to work with
Working with Chris has been a pleasure, he is informative, professional and conveys his information in an understandable manner. Chris has always taken time to explain information in detail. Chris also puts my mind at ease especially and my interests at heart especially as a considerable amount of money is involved. I am very pleased with the services he has provided and will absolutely work with him in the future.
Cristian Masini
This review is for Simon Athwal
This is a review for Simon Athwal: I have known Simon for a few years. Simon is knowledgeable, reliable and offers precise, punctual advice.
