MWC Group Reviews 121

I have been working with MWC Group for financial advice and planning for over 3 years now and they have always provided me with a great service and have been very proffessional. Thier advisors listen to your personal circumstances and factor your personal plans into all advice and reccomendations
I would recommend thier services to anyone who is looking to start or develop thier financial plans and goals.

I have been trying to 'repatriate' my overseas pension to the UK for a couple of years now. Having tried multiple specialists each hit a dead end with no resolution. MWC succeeded where others failed and were able to advise the most efficient way of getting the funds back and created an investment strategy and portfolio based on my objectives.

Professional advice and service is never free but in this case I am pleased to part with some hard earned. Claude Jansen deserves a special shout-out for his professional, knowledgable and courteous service.

We are very happy with the accessibility and follow-up from our advisor, especially during a year of limited and slow feedback on our side. The options presented have suited us well. It would be great to have an annual check-in scheduled based on our original financial sheet/record.

Useful review to check the asset balance and realign the plans if necessary.

MCW provided for free a complete personal finances review and advise, and offers regular follow up and update. The advising service is supposed to be neutral, but in my case it looks biased towards one product and one supplier. My overall experience is the one of dealing with sales and marketing rather than financial advise, which is not surprising considering the for-free model.

I have no elements to judge MCW as independent and paid for advisor, however I would recommend to consider MCW as an option.

I’m very happy of having Claude as my financial advisor. He has been just great. Always willing to provide support, with a positive attitude, give good financial advice and always the work that he delivers is above my expectations

Very useful to have MWC

1. I was guided very well in the transition from UAG to MWC. The credit goes to my investment advisor, who was patient with me through the process, taking time to explain everything.
2. My interactions with my investment advisor are very cordial, and I feel totally at ease with him discussing sensitive financial matters.
3. My investment advisor seems well prepared and aware of major developments that could impact my portfolio performance. I can tell this as a career economist.
4. However, I wish a fact sheet on my portfolio performance were sent before any meeting to discuss the same.

An excellent, honest and trustworthy service from MWC. They take the time to understand your aspirations, develop a credible plan, discuss and once agreed act swiftly to implement. Post implementation, detailed quarterly reports are shared and adhoc video sessions to discuss specifics are easily arranged with MWC and timely. The Asset Mgnt team is doing an incredible job at achieving above expectation growth, both during pre and post covid periods. This means I spend more time doing my own things while MWC manage the portfolio in more or less auto-mode.

Very professional team devoted to their clients. Easy accessible and quickly responding. Offering many more types of useful services than other typical asset portfolio management companies.

Excellent service, they helped me with my 3a as frontalier.
They are very kind and helpful and managed to keep in touch also during the pandemic.

To date I have been very impressed with the service from MWC. The guidance given by Iain has been really helpful and the follow up from MWC admin always timely and accurate. I hope the investments made on my behalf now live up to the great start MWC have made in our working relationship.

Good insights on the market and providing support for individual cases.

Great and reliable service, always on-time with great quality

The team at MWC Group have provided a great service and helped me get a better overview of my family's finances - and not least changed our private pension to a much better setup. Their independent model ensures that our interests are at the center, rather than a vendor's.

I have never had such a pleasant, informative, and forward looking financial engagement until I met Claude Jansen. He is very thorough, diligent, reacts positively and quickly, and understands my future financial goals.

Cannot complain and hope MWC will continue to assign him to me.

My experiences with the MWC Group have only been positive. Regardless of who I have spoken with the advice has always been first class. I have no hesitation in recommending their services to others.

Not pushy, approachable. Break down information into easy to understand data. Responsive to requests such as any personal preferences as to where to invest/not to invest.

Received great advice from them recently and would highly recommend.