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I work in the HR team of a small and recently founded Swiss company in the tech industry. Jonathan from Swissential took the time to listen to our objectives as well as to review a list of our current benefits, before providing valuable insight into what route we should go down in terms of making our benefits package more attractive. This will enable us to remain competitive and enhance our position as an attractive employer.
As an international professional in Switzerland was not always clear how to optimize my finances. James gave me detailed answered, very well structured, based on my needs and plans for future. I am looking forward to a long collaboration with him.
Stephen was absolutely excellent. He was always extremely professional, giving good advice and helped me with more than I could have hope for. His communication was clear and he always gave swift replies to any questions. I wouldn’t hesitate to recommend Swissential.
This time I decided to withdraw a significant portion of my funds to use it somewhere else. Even if I closed one of my Swissential services, my consultant, Christopher, gave me good advises on how I can wisely handle it. i much appreciate such friendly and super professional attitude. I can highly recommend him and I plan to discuss some other investment with him soon.
At Swissential we specialise in providing bespoke financial planning advice to individuals and families that are either looking to move to Switzerland, currently live in Switzerland or those who intend to leave the country soon. We will help you understand the benefits of utilising the tools available to you during your time in Switzerland. We also find you the solutions that protect your income, your savings and your loved ones, whilst providing consistent growth over the long term.
Chem. de Chantavril 2, 1260, Nyon, Switzerland
I work in the HR team of a small and recently founded Swiss company in the tech industry. Jonathan from Swissential took the time to listen to our objectives as well as to review a list of our current benefits, before providing valuable insight into what route we should go down in terms of making our benefits package more attractive. This will enable us to remain competitive and enhance our position as an attractive employer.
Date of experience: 28 January 2025
As an international professional in Switzerland was not always clear how to optimize my finances. James gave me detailed answered, very well structured, based on my needs and plans for future. I am looking forward to a long collaboration with him.
Date of experience: 01 December 2024
Stephen was absolutely excellent. He was always extremely professional, giving good advice and helped me with more than I could have hope for. His communication was clear and he always gave swift replies to any questions. I wouldn’t hesitate to recommend Swissential.
Date of experience: 16 May 2024
I am pleased to write this recommendation for Valerio. I have had the pleasure of working with him as his client in last 3 years. Throughout this time he has consistently demonstrated exceptional skills and professionalism.
Valerio has an impressive ability to build strong client relationships. One of the most outstanding qualities is his strong attention to details. He approaches every task with diligence and determination, often going above and beyond expectations to deliver high-quality results.
In addition to technical expertise Valerio is a fantastic communicator and collaborator, always worked effectively with me. He is also highly adaptable, thriving in dynamic environments and handling challenges with a positive attitude and professionalism.
I have no doubt that Valerio would be an asset to any organization, and I strongly recommend him for any future opportunity.
Date of experience: 30 September 2024
Extremely competent and supportive.
Since the beginning of the process I received full support in each phase.
Very fast response in case of any issue.
I can just strongly recommend them.
Date of experience: 08 January 2025
This time I decided to withdraw a significant portion of my funds to use it somewhere else. Even if I closed one of my Swissential services, my consultant, Christopher, gave me good advises on how I can wisely handle it. i much appreciate such friendly and super professional attitude. I can highly recommend him and I plan to discuss some other investment with him soon.
Date of experience: 09 January 2025
I received excellent service from Gaetan Proffit. I was able to reach my targets within very short time with his proactive and prompt actions.
Date of experience: 23 December 2024
Swissential provided exceptional financial planning services. Jon, my advisor, is incredibly knowledgeable about the Swiss system and offered clear, honest guidance. His expertise and excellent customer service made the entire process smooth and easy to understand. And fun. I highly recommend Swissential.
Date of experience: 10 December 2024
We are very happy with Jonathan's service. We had several sessions with him, he was always kind and patient on answering all the questions we had.
Date of experience: 13 December 2024
Reply from Swissential SA
Thank you for your kind feedback. We’re delighted Jonathan provided patient and thorough support, and we look forward to continuing to assist you!
Helpful and clear communication.
Fast response time friendly and knowledgeable people.
Date of experience: 04 December 2024
I highly recommend working with Swissential and Jonathan. I have been working with Jonathan for the last 4 years and he has always been available for me with great perspectives on any financial investment decision along with Swiss tax and pension systems, he also provided a lot of support when i was buying my first property in Switzerland.
Date of experience: 01 December 2024
I liked proactive but respectful way of contacting me to present the services and then analysing possible ways of collaborating based on my current situation
Date of experience: 21 November 2024
James came highly recommended to me and I can understand why.
James has been extremely supportive in understanding my financial position and walking me through options on my Swiss pension while moving back to the UK. In addition, I am grateful for the ad-hoc support, detailed explanations and quick replies James provides.
Date of experience: 01 November 2024
I can only recommend working with Jonathan from Swissential SA and I am not surprised at all to see so many good recommendations.
We worked with Jonathan to reassess our choices, make some key decisions & plan better our long-term dreams.
Jonathan was not the first advisor we worked with, and it was great to see how a good consultant can make a difference.
What we liked the most: he listens, he debates with you, he offers options, he thinks what is best for your personnal situation (vs try to sell you a one size fits all), he is very available for ad-hoc requests, he makes your life easier logistically (meetings, documents to sign, ...) he strikes a great balance between ambitious but realistic - which was perfect for us.
And he is always smiling and with his positive vibe.
Now Jonathan is really part of our life :)
Date of experience: 18 November 2024
Jonathan has an impressive wealth of knowledge of financial products, swiss taxes, and the Swiss pension scheme.
He's always capable of simplifying decisions by providing tangible examples of how to think about investment choices. He has developed a very structured approach that facilitates your personal financial assessment, which then turns into a very actionable discussion about goal definitions.
Last, I would say he's extraordinary. You can consult him for any advice, and he always shows a genuine will to offer help.
Date of experience: 24 October 2024
I am so thankful to have met James O’Brien as my advisor! He is very professional and reliable , always giving me as much information as possible , answering every type of question about Swiss rules and laws from pension to house investing and many other considerations for my future financial state . With high insight I didn’t realise how important it can be in knowing all the options . He transferred my private company pension when I left the company . I don’t know how I would have done this without him. Even if you don’t have any changes in your professional life it is best to engage them early in the process to avoid future mistakes . I also recommended James to a friend and she was extremely impressed ! Thank you to my advisor !
Date of experience: 07 November 2024
Jon is a great consultant; he is very clear on the strategies, and he gives very good advice, he also listens my needs and adapt the plan for it. the team is well organized, and all documentation / mailing is also very efficient.
Date of experience: 13 November 2024
Jonathan is friendly and professional.
All questions are welcome and he takes the time to reply and explain.
I feel I can put a high level of trust and confidence in this relation, which is most important to me when it comes to finance.
Date of experience: 12 November 2024
Have been working together for a few years and very efficient and practical solutions and offerings.
Date of experience: 16 October 2024
Reply from Swissential SA
Thank you for your continued trust and partnership over the years! We're pleased to know that our practical solutions and offerings have met your needs efficiently. We look forward to many more years of supporting your financial journey!
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