Military pension lost. What more can I say. I transfered my pension across with wonderful promises and delights. After absolute zero gains on my portfolio over a number of years I asked to transfer... See more
Company replied
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See what reviewers are saying
Tony Littlefield has been extremely helpful during the whole process which for me came at a very difficult time in my life. I needed to make decisions about my money and Tony explained the options car... See more
Company replied
Simple answer. Marc and Steven. They are excellent professionals, problem solvers, market savvy, creative, client focused. They took a tough financial situation and managed it, and me, very well.... See more
CI Associated contacted me about a year ago and the overall process was very smooth. I was afraid they were going to be pushy and try to shove whatever product down my throat but it felt exactly the... See more
Company replied
Company details
Written by the company
We are a firm of independent international financial advisors specialising in providing tailor-made solutions across a broad range of services.
Contact info
Golda Meir 79, 7550080, Las Condes, Chile
- +56224817220
- info@ci-associates.com
- ci-associates.com
Very helpful and trustable
They have been very helpful in explaining to me all the available options to secure my future investments. Also, they were eager to help when tough times started during COVID pandemic.
July 29, 2020
Unprompted review
Reply from CI-Associates
Hi Constantino,
Thank you very much for your positive review of CI-Associates.
We are glad we were able to assist in these uncertain times, and will continue to be available.
Best Regards
Marc
Hi, good advisors and clear way to achieve my personal goals
Hi, to be honest working with CI-Associates has been a good and unique discovery for me.
I have been working with investment advisers for several years, but this is different, it is personalized, close and they have definitely met my expectations
July 29, 2020
Unprompted review
Reply from CI-Associates
Hello Roberto,
Thank you very much for your honest review of CI-Associates.
It’s great to hear we are meeting your expectations and we will continue to strive to meet them.
Best Regards,
Marc
Trustful Financial advise
Excellent service level with trustful advise in terms of financial planning. I personally like the possibility of reaching consulting any time with immediate answer to my doubts.
Only space for improvement is to further explain which are the transactional costs of services hired and better explanations for exit strategies in those transactions that matter.
July 29, 2020
Unprompted review
Reply from CI-Associates
Dear Angel,
Thanks very much for your balanced and fair review of myself and CI-associates.
It's something we've worked hard on and we're pleased our efforts resonated with you.
I also want to thank you for your feedback and constructive criticism. We've taken your thoughts to heart and we're planning on making some internal changes based on your recommendations.
I appreciate your kind words and professional demeanor and look forward to working with you for many years ahead.
Kind Regards
Steven
I'm a big fan!
CI Associated contacted me about a year ago and the overall process was very smooth. I was afraid they were going to be pushy and try to shove whatever product down my throat but it felt exactly the opposite.
Steven took the time to understand what I wanted and need and presented a solution that felt tailor-made. Also the team has always been very attentive to whatever my needs are.
Totally recommend it!
July 29, 2020
Unprompted review
Reply from CI-Associates
Dear Ylana,
Thank you very much for your very positive review of myself and CI-associates.
I appreciate your kind words and professional demeanor, I look forward to working together with you for many years ahead.
Thanks again for introducing me to other friends of yourself, I am sure they will share the same experience.
Keep me informed about the extraction of the local AFP funds, Sebastian is on stand by.
Kind Regards
Steven
Professional and helpful service
I have been really happy with my experience of CI Associates. They have helped me with further provision for my retirement and I am happy with how the investment is performing despite the issues in the markets globally.
They have been very professional from start to finish.
June 16, 2020
Unprompted review
Exceptional Service
I have experienced an exceptional standard of service since entrusting our financial planning to CI Associates.
I take this opportunity to thank Marc for his genuine commitment and interest in what he does and wish him every success.
May 27, 2020
Unprompted review
Reply from CI-Associates
Hello Marko,
Thank you very much for you positive review of myself and CI-Associates.
I look forward to a fruitful future advising you and your family.
Best Regards
Marc
Pension Investment
Invested through this company in Santiago, Chile over 12 years ago. I have just gone through the process of withdrawing my pension fund amid COVID19, past 12 years have been great and my return of investment has exceeded expectations which I am very happy with.
I wish you all the best in the future and a special thank you to Gavin Jacobs, who I have dealt with over this period of time.
May 27, 2020
Unprompted review
These guys are a waste of time
These guys are a waste of time. They tell you what you want to hear to get your money. Once they have it you will never hear from them. They have lost over £10k of my pension.
Still today i am struggling to hear from them.
Avoid at all costs. I am not the only one having issues with these guys. Many of us from the forces did this and are looking at legal action.
April 3, 2020
Unprompted review
They helped me to choose the most…
They helped me to choose the most profitable option for my pension fund, and advised me successfully given my status as a foreigner
February 24, 2020
Unprompted review
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