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Valuable and timely advice received from Swissential on short term financial planning to allow last minute savings! Effective! Greatly appreciated! Thank you so much!

I have the pleasure of working with Swissential, and from the first moment I was very impressed by how consistent and how professional they were. My consultant informed me enough… Read more “Solved Any Questions”

Swissential have been very helpful in understanding our individual situation and explaining the specific Swiss context to us. They patiently took the time to devise a financial plan and always… Read more “Available for Follow-up Discussions”

Swissential has been extremely helpful and valuable to get orientation and advices about my personal assets and investment optimization after my move to Switzerland. I strongly recommend them for expats… Read more “Helpful & Valuable”

In the last two months, I have been in contact with Swissential regarding optimizing our financial planning. The process was very smooth and useful. I could get informative, professional and… Read more “Smooth & Useful”

In the last months, I have been in contact with Swissential. The team demonstrate having a friendly and smooth process to walk customers through all the information we need to… Read more “Professional & Precise”

After being chased to the point of harassment, by a plethora of finance advisers, a species abundant on the shores of Lac Leman, I was happy to encounter the really… Read more “Discreet and Easy Going Attitude”

I can wholeheartedly recommend Swissential. They did an outstanding job on advising me in matters of Swiss and International tax/investment. They are extremely professional in all their engagements. Nobody else… Read more “Nobody Else I would Trust More”

I was introduced to Swissential almost a year ago while working in Switzerland as an expat. Seeking informed and reliable advice on Retirement Planning, my consultant proved himself to be… Read more “Patiently Guided Through Swiss Social Security System”

I am a client of Swissential since 2021. They helped me mainly on retirement planning and investment. They are very knowledgeable, attentive to details and extremely reliable in all his… Read more “Attentive to Details”

I have been working with  Swissential now for a few years. They have given me excellent advice on my Pensions and General Financial Planning whilst I was resident in Switzerland… Read more “Comprehensive Knowledge”

I am pleased to be able to provide a reference for Swissential based out of Nyon in Switzerland. Having decided to take early retirement and discovering that my company pension… Read more “High Level of Professionalism”

I had recently contact with Swissential regarding options for my pension transfer in the UK. Their team were able to provide me with comprehensive view on my situation and future… Read more “Highly Competent”

Geneva for a long time was awash with people and companies offering financial advice to ex.pats particularly those with UK based company pensions. Turnover of the companies and advisors was… Read more “I Have Trust”

I had a consultation with Swissential to discuss my imminent retirement plans. Swissential consultant was extremely professional, presented clear and understandable recommendations based upon analysis of my needs. His recommendations… Read more “Save Money & Reduce Risks”

Swissential was a very strong resource when planning retirement. My consultant was energetic and responsive in presenting options , and made sure all options and alternatives were clearly and easily… Read more “Very Strong Resource”

As an expat based in Switzerland I’m frequently receiving unsolicted calls from financial advisors who want to talk to me about my pension, my retirement plans etc. I tell them… Read more “I’m In Safe Hands”

As a newly retired resident here in Switzerland I found Swissential consultant’s advice invaluable. They have a very approachable style and is open and honest about the structure of any… Read more “Open and Honest”

Like most people I avoid financial calls, however with Swissential I’m glad I didn’t. No pushy sales speak, just an honest appraisal of my position. Excellent advice, and easy to… Read more “Easy to Follow”

Knowledgeable, Professional, Personable. Being a former asset manager myself, I’ve often struggled to find financial advisors who could really add value. My consultant from Swissential went above and beyond, and… Read more “Knowledgeable, Professional, Personable”

I was impressed by Swissential consultant’s professional approach & meticulous preparation. They have a great knowledge of the Swiss Pillar System and I confidently recommend them.

Swissential is of great help explaining to me the benefits of 3rd pillar, giving me well justified recommendations that fit well with my profile. I appreciated their patience and the… Read more “Help Expats”

Swissential is highly professional and responds quickly and efficiently to all issues that arose. I highly recommend working with them.

Impressed with my dealings with Swissential, the advice given to me was appropriate and clearly given and they kept in touch throughout the process. There are many firms offering advice… Read more “Impressed”

I found my adviser to be professional and knowledgeable and would recommend Swissential to anyone looking for a professional adviser in Switzerland! They put a lot of effort into offering… Read more “Personalized Advice”

I was a client of Swissential for quite sometime and during that period they have always been responsive to all my requests and questions. Ma adviser was the contact person… Read more “Responsive”

I appreciate Swissential asviser’s advice being tailored to my situation and needs and have recommended them to colleagues seeking advice. Would do so again.

Swissential have been providing financial advice to me, mainly for the Pillar 3a and the Pillar 2 products (Switzerland). I highly recommend working with them, as they are very knowledgeable… Read more “Very Knowledgeable”

Swissential offer very friendly and professional financial planning services. I highly recommend them to everyone looking for advice on Swiss Pension & Savings Plans.

Swissential provide excellent support and advice to me around the Swiss pension pillar systems and most importantly to me, maintains regular communication so that I know my assets are in… Read more “Excellent Support”

Swissential offers an easy to understand yet friendly and professional financial planning advice and strategy. I found our meetings very helpful, as adviser presented and responded to questions in a… Read more “Professional”

My consultant walked me through various complex processes with ease. A very friendly demeanour and would highly recommend! Thank you for outlining next steps with my Swiss departure and pension… Read more “Very Friendly”

I thoroughly enjoyed my interactions with my consultant and the team at Swissential. Even though I did not ultimately become a client, I have found them to be very knowledgeable… Read more “Job Well Done”

Swissential has outstanding advisors. Mine has provided me with personalized advice for my investment profile, considering my preferences and finding the most appropriate plan.
When I had any question/requests,… Read more “Appreciate the Treatment Received”

My consultant is fantastic at matching the right products with your needs and expectations. She spent time and energy explaining, asking questions, getting to know me and checking in on… Read more “Fully Recommend”

I had the opportunity and the privilege to be advised by Swissential adviser for my financial and retirement plan. Their level of professionalism and competence in these domains is exceptional,… Read more “Unquestionably Recommend”

It is not easy to find the right financial plan, especially when you are settling in a new country. My consultant took time to explain and provide the optimal financial… Read more “Right Financial Plan”

I met Swissential consultant at a time when I was reading a lot on financial instruments, investing and ways to secure my family’s financial future. He showed great consideration, competency… Read more “Analytical Thinking”

My consultant’s approach:
– Listen patiently all your questions (or ask you the right questions if you are completely clueless about how to improve your financial life)
–… Read more “Explain in Details”

Our consultant helped us, clarifying my information, answering many questions as well as structuring an approach to invest current savings in the long period. Always with the help of figures,… Read more “Clarity of Expression”

I was lucky to meet my consultant when I was looking for financial advice. He spoke our language and clearly answered all our questions. In addition, he presented solutions that… Read more “Spoke Our Language”

The company provided succinct and relevant feedback and I would strongly recommend them.

I highly recommend Swissential if you want to make your life easier. They explain really clearly all the pros and cons of every financial decision you can make.
I… Read more “Make Your Life Easier”

My adviser from Swissential, has been invaluable in supporting my retirement planning. It is a pleasure working with him and I appreciate greatly his knowledge and diligence in navigating the… Read more “UK and Swiss Pensions”

Had a very informative and constructive discussion with Swissential’s adviser
They are very knowledgeable around all the Swiss retirement pillars, gave me great advice and suggestions, therefore I a… Read more “For My Specific Needs”

Very good consultancy!
Even though our case was finally not so interesting for Swissential (from a business point of view), the consultant provided us good explanation and a lot… Read more “Very Good Consultancy!”

A highly recommended financial advisory in Switzerland, especially for those who just moved in or planning to move out and would like to understand how to benefit from the tax… Read more “Professional Assistance”

My adviser from Swissential has been explaining all details of the various areas of pension pillars and how they impact on taxation. He has been very professional and shared valuable… Read more “Valuable Information”

I have been contacted by Swissential to help me organize my finances. The call was very clear and all my doubts were clarified. I even reached out to them on… Read more “Definitely Recommend”

I’ve been working with a Swissential as my financial advisor for the last 2 years. My advisor is very supportive and finds time to answer my questions. I really appreciate… Read more “Very Supportive”

I’ve been working with my financial consultant at Swissential on my financial planning since 2 years. He provides with a wide range of income tax and savings experience. That also… Read more “You won’t find a better consultant”

I’ve been working with Swissential advisor for financial and retirement planning. He provides excellent service which includes comprehensive information on Swiss tax and retirement systems, financial systems, and investments. I… Read more “Comprehensive Information”

I had a very good experience with Swissential. We was able to understand my needs very quickly and make proposals accordingly. Above all, I would recommend them for their clear… Read more “Clear and Precise Communication”

Swissential really helped me to understand different pension and investment options. They also shared potential benefits that I might enjoy on tax management. I strongly suggest new-movers to Switzerland to… Read more “I suggest new-movers to Switzerland to get into touch with Swissential”

Swissential has excellent advisors. Mine really helped me to understand my own situation, even one rapidly changing, with great advice around it. The consultant was an excellent communicator, had the… Read more “Help to understand my own situation”

I am benefiting from the consultancy services of my consultant who is great at providing full picture but also details when needed to make an informed decision. He has great… Read more “Communication skills”

The Swissential consultant is very professional and knowledgeable. At the same time he is very friendly and it is an enjoyable experience interacting with him. He is an excellent financial… Read more “Excellent financial advisor”

If you are wondering how to manage your finances in a efficient and wise way… Swissential is the answer. They not only know everything about these topics, they also explain… Read more “Swissential is the answer”

The Swissential Consultant is the person who has become for me a ideal for setting up financials goals. This can be a complicated and time consuming process for a foreign… Read more “Ideal for setting up financials goals”

The consultant has taken the time to realistically assess my situation, advised without personal bias and gave honest feedback.
He stands out thanks to his friendly personality and professional… Read more “Truly here to assist”

I really recommend the Swissenial team, I am working with them since one year and they have always been reactive and very professional. They guided and helped me especially for… Read more “They have always been available to help”

The Swissential Consultant has been in the past 2 years a great financial advisor regarding my pension plans and private finance. He is a very competent consultant, caring and present… Read more “Very competent consultant”

I have been working with Swissential only recently and yet it feels that I know the consultant for ages. The Swissential consultant is very knowledgeable, professional and with an excellent… Read more “He is my go to person”

The Swissential Consultant has been really helpful guiding me on the purchase of my first property in Switzerland and all the financial intricacies regarding 2nd, 3rd Pillars, Mortgages, savings, insurance… Read more “Clear Communication”

Swissential has prepared and professional Financial Consultants. What i admire the most about my consultant is their transparency in showing me all the solutions that fit my familiy’s needs the… Read more “Prepared And Professional”

Swissential consultants are great professionals who can guide you through the complexity of financials investments and insurance contracts. Their technical capabilities are enriched by human understanding, trust and transparency. I… Read more “A Great Professional”

Swissential are very knowledgeable professionals with a deep understanding of the Swiss system. Their advice has been extremely useful and I would definitely recommend them to anybody who wishes to… Read more “A Deep Understanding”

A lot of professionalism and very attentive. The information is clear.

Excellent professional services in the heart of Nyon. Very pleased with first advices and looking forward for a continued follow up. Thanks you Swissential Team.

Very professional team. Thanks to the consultant for his high knowledge in the Swiss system. I recommend Swissential to open a 3rd pilar

I met with Jonathan Berrar from Swissential who was very knowledgeable and helpful. He really went above and beyond to explain the nuances of the Swiss pension schemes and different… Read more “Knowledgeable and helpful”

Swissential is fortunate to have dynamic employees who are totally dedicated to their customers – looking for the best solution – they have allowed me to understand a lot about… Read more “Dedicated to their customers”

Excellent service, they helped me understand all the options with my Swiss retirement before returning to Portugal.

Breath of fresh air working with an efficient and conscientious company.

Great first contact. Clear explanations on a difficult topic. Fully available for clarifications

friendly, transparent and highly professional. I would definitely recommend Swissentials, especially for expats living in Switzerland or about to leave.

Very satisfied with the service until now. The consultant has provided professional and transparent advice.

The information I received from Swissential was accurate and helpful, I would recommend arranging a chat with the team particularly if you plan on leaving Switzerland in the near future.

It is refreshing to work with a company that is really trying to change the perception of Financial Advice in Switzerland.

Good for those who want to know more about possible tax deductions in Switzerland, well explained step by step.

On a subject as complex as that of the pillars in Switzerland, the consultant informed me what they consisted of and recommended, in my personal case, what my options would… Read more “Professional”

Very useful information received which will aid my future financial planning. Delivered with insight and professionalism.

A very professional team, perfect understanding of my personal problematic and clear advices focused on my needs.
I highly recommend Swissential SA.

My experience was positive from start to finish, the information provided to me was clear and concise. I was able to understand some of the areas that were never explained… Read more “Strongly recommend the Swissential team”

Swissential was very helpful; they reviewed with me the details of the Swiss system and the options available to easily optimize my taxes. I’m confident others will find value when… Read more “Very helpful”

Swissential has been very helpful to me in regards to understanding the Swiss system and how to easily optimize my taxes. Professional advise, not pushy, which was a nice change… Read more “Optimized my taxes”

Super professional team. Swissential are in a very accessible location in Nyon. I’m more than happy with the level of advice during our initial discussion and looking forward to our… Read more “A very accessible location”

I learned a lot from these guys and certainly feel well advised. You can tell they actually care instead of just trying to sell you something. Very happy with the… Read more “They actually care”

Great experience. The advisors are competent, flexible and determined to help. Highly recommended to anyone wishing to put in place a smart strategy on their retirement funds.

Swissential are a great team, they helped me with my understanding of the Swiss system which saved me thousands of Swiss Francs when I extracted my pension. Highly professional and… Read more “Highly professional and informative”

I was shown all the possibilities and opportunities available to me in my current situation. There was plenty of explanation at each stage and I felt no pressure whatsoever, in… Read more “Professional and very friendly”

I recently utilised Swissential’s services and would highly recommend. Jon and his team were extremely professional and highly efficient, saving me time and money. I highly appreciate their support for… Read more “Saved me time and money”

My financial advisor has been incredibly helpful, supportive and highly professional. Appreciate his candour and straight-forward approach and advice. I value his ability to recommend and propose the ‘right’ financial… Read more “Incredibly helpful”

Had a great experience with Swissential. They were very helpful and a friendly team. Saved me a lot of money and took the time to explain everything that I needed… Read more “Stress free and super smooth”

Refreshingly honest and trustworthy, a shining light in financial advice.

My consultant has been supporting me on all financial decision I have been taking in my life since 2019. He is very professional, organised and knowledgable and always provides me… Read more “Provides me the best solution”

I can only recommend Swissential for any Swiss related financial advice you may have. He has been sharp and to the point in my case, providing really good guidance, answering… Read more “Sharp and to the point”

My consultant was not only a very professional and knowledgeable person, he was also very friendly, very good at explaining complex concepts and rapidly understood the ins and outs of… Read more “I felt satisfied and happy”

Thank you so much for all your advices and help! You and your team have been super supportive and helpful! Thoroughly providing all the details, plans and following up! I… Read more “I definitely recommend”

My consultant is a highly knowledgeable financial advisor and also a great person. He spent a lot of time to understand our situation vs offering ready solutions and made a… Read more “A highly knowledgeable financial advisor”