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Old 26.10.2008, 21:55
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Financial advisors in Basel - personal recommendations

Can anyone recommend a financial advisor in Basel? I've seen the post advertising Blackden, and have already been approached by a firm that seems to have a less than good reputation on this forum. However, I'm looking for a firm/person that a forum person has actually used and can recommend.
Thanks!
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  #2  
Old 27.10.2008, 21:40
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Re: Financial Advisor Basel

What kind of advice are you seeking?

Jim

Last edited by Editor Bob; 30.12.2009 at 15:54. Reason: Removed redundant quote
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Old 28.10.2008, 16:49
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Re: Financial Advisor Basel

Hi

I can recommend Sandra. She's a local with good English. Has done my tax return for a few years.

Sandra Rossi
Treuhänderin mit eidg. Fachausweis

Tel. +41 61 301 36 76
Fax +41 61 301 36 77
Mobile +41 79 210 94 54

homepage: www.clientfocus.ch
mail: rossi@clientfocus.ch
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Old 20.01.2009, 12:47
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Re: Financial Advisor Basel

any idea what the charges are for filling your tax return forms?
i am new here and I will need to file a tax return this year so i will need to find a tax consultant to do this for me. I live in Basel
Cheers
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Old 20.01.2009, 14:24
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Re: Financial Advisor Basel

Hi..

It's too hard to say because it all depends on how much work is involved.. I'm sure Sandra would give you an estimate...
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Old 08.09.2009, 10:45
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Re: Financial Advisor Basel

I have a meeting tomorrow with one recommended by my company. It is near the station and they speak English but I would rather post my experience after the meeting. Hope that will help you

Adios

Angela
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Old 30.12.2009, 15:49
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Financial Advisors

Hi.

Can anyone recommend a financial advisor in the Basel Area who speaks English and would be able to recommend investment options with a knowledge of both Swiss and UK Tax ?

Thanks
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  #8  
Old 30.12.2009, 15:52
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Re: Financial Advisors

This guy was recommended to me on here for insurance but he also does investments. Very good english and super helpfull,. Gave me the best deals on insurance. Yesterday I was picking up my new car and the salesperson made a mistake, he fixed it and I took my car home yesterday. which was about time.

Give him a call and tell him i send you.

Toni Bachmann
Agentur für i&f GmbH
Postfach 137
CH-3800 Unterseen
T +41 33 336 9394, F +41 32 511 7208
M +41 79 652 6619
t.bachmann@agif.ch

Last edited by evilshell; 30.12.2009 at 15:57. Reason: fixed font to a readable style and removed extra spacing between paragraphs
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Old 14.06.2010, 23:13
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Re: Financial advisors in Basel - personal recommendations

any feedback on this guy?
regards
Chancer
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  #10  
Old 23.10.2015, 21:03
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Re: Financial advisors in Basel - personal recommendations

My favourite advisor retired about five years ago, and now I'm looking for a new one, as I've got a letter from Skandia about a fund we've invested in (Skandia Maturity Protected Fund 2022 ISIN:LU0271866880), which, from December, they're no longer receiving new investments.

They're offering a switch to UBS Life Investment 90% Protected Fund LU0271866880, or this one , os some others. I want some good advice as to what my options are, as I'm not entirely convinced the offer being presented to me by Skandia will be the best for me.
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Old 06.11.2015, 14:07
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Re: Financial advisors in Basel - personal recommendations

Hi NotAllThere,

I've got the same problem and don't know what to do.

If you have any news before the 16th (last term to perform a modification freely), please post it here ^^

Cheers
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Old 06.11.2015, 14:25
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Re: Financial advisors in Basel - personal recommendations

We spoke to our account manager at UBS, and as a result of those discussions and based on our current financial situation and goals, we've decided to cash in the policy.

We did call the helpline Skandia gave us, and they were in fact very helpful at explaining - in English - everything that was going on and what the options meant. What they couldn't advise, of course, is which of the alternatives we should take.
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Old 06.11.2015, 14:31
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Re: Financial advisors in Basel - personal recommendations

Ok, I see.

I'm waiting also to have a discussion with a counselor in order to take a descision...

What I lack is some sort of projection with amounts...like a simulation...
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  #14  
Old 06.11.2015, 14:54
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Re: Financial advisors in Basel - personal recommendations

Addendum - the woman we just talked to at Skandia didn't have any English and in any case was not massively useful. So we must have been lucky the first time.
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