"The Alpha Global Team are always very responsive, proactive and client centric…"

The Alpha Global Team are always very responsive, proactive in their recommendations (even if not asked) and have a general friendly client centric culture. Based on personal experience, I can recommend evaluating their firm for yourself.

"My experience working with Alpha Global Wealth"

I have worked with James and his Alpha Global team since 2016. During this time they have successfully managed my investment and pension portfolio. James understands my short, mid and long term goals and always provides sound advice which has allowed me to meet / beat the growth targets I expected. During the volatile last few years, James's advice has been invaluable in delivering the returns I required and importantly pressure testing retirement plans.
His team Iris in particular are extremely professional, responsive, diligent and a pleasure to work with.

"Alpha Wealth have provided valuable independent financial advice and wealth management"

Alpha Wealth have provided valuable support to me and my family with respect to wealth management and retirement planning. This has been over a period of many years and has allowed a tax efficient preparation for the last few years of employment before the retirement scheduled for 2-3 years time. I had a UK pension which was converted into a transferable pension investment for which I will be able to access 100% of the capital - important for inheritance, and this has performed extremely well in terms of capital growth. In addition I had a significant capital sum to invest which has been well managed based on agreeing the long term objectives. Finally regular reviews are scheduled to manage progress to goals and the presentation of data, financial knowledge and professional competence have been exemplary

"Always good clear advice and thinking…"

Always good clear advice and thinking to anticipate and navigate potential investment issues and opportunities.

"Bespoke Financial Guidance"

I have been collaborating with James Barnes as my financial advisor for over five years now. Despite my strong financial background, I always find myself referring to his advice.

James’s genuine friendliness, coupled with his professional acumen, makes every meeting not just a consultation but a learning experience. His honesty is something that I particularly appreciate, ensuring that the advice I receive is unbiased and in my best interests. Even if I am probably one of his smallest customer, I receive his full attention.

Every interaction with the back office team I've had has been prompt and courteous.
The appointments are always set up well in advance, and they start on time.

Transparency is another aspect where James and his team shine. I always feel in control of my financial decisions. The Alpha Global Wealth website gives you a consolidated view, but you can also access the information through the financial institution's e-banking.

I am grateful for his honest advice and regularly recommend his services to some of my friends.

"Very professional service"

I have been dealing with Alpha for a couple of years now, where they have provided a very professional service with good reasoned financial advice without ever being pushy, I have been very impressed with Alpha/James overall and I would happily recommend them to others.

"Quality service"

Very happy with the personal, friendly and professional service that James has offered. He has consistently listened to our requirements and responded with quality advice and appropriate products. He has willingly answered any questions, and alerts us when changes need to be considered.

"Final Found a Decent Advisor :)"

I'd worked with about 3 other financial advisors before being lucky enough to connect with Alpha Global Wealth and James Barnes. Their approach was refreshingly different, they did an excellent study of my situation, were not hurrying to sell extra services and weren't afraid to tell me to leave certain investments alone. The service has continued to be excellent, friendly and high quality and I would recommend without hesitation.

"Impeccably professional, highly personal"

James and the team provide an impeccably professional yet highly personal experience. Proactive, thoughtful, committed and with a touch of engagement that makes it feel very special. Insights into areas that makes you go "doh" - seems so obvious when explained yet always presented without anything other than your best interests at heart. Warmly recommended, look forward to the next steps on my journey with Alpha.

"Professional, competent, approachable, pragmatic - definitely recommended!"

It's my first year with James and his team and I must say I'm very impressed. Unlike some previous experiences with financial advisors who tried to push their "favorites" without even listening to what I wanted in the long term, James is excellent at understanding our starting point, needs and plans, then points out key parameters to consider and options to ponder, and makes clear recommendations while outlining pros and cons. With the initial changes he recommended, the performance of key investments has step-changed, so we're very happy on that end, too. Very happy to recommend James and his team.