W1 Investment Group Reviews 192

Is W1 still in business? All my calls and emails remain unanswered. Love to hear back from it’s clients.

dreadful experience and management. w1 doesn't actually promote any ethical investing. they have a partnership with tilney or what ever fund that's doing very average. they're mostly filled with founders that want to maximize revenues and have that Instagram lifestyle. avoid at all costs!

Working with Thomas Javanaud has been excellent. As a non-UK resident in Spain, my main concern was tax-efficient long-term savings. Thomas structured my retirement plan, providing a solution similar to UK ISAs, ensuring my investments grow favourably. I also appreciate how my portfolio is consistently monitored and rebalanced, optimising returns while reducing risk.

Run from this company and any other company that is related to Beacon Global Advisor Network. These companies do business all over and do not have legitimate business locations and address.

The company and Financial advisor Jane Jablan to avoid. J.Jablan who was my Financial advisor at that time promised me I could get my money back quickly "3 working days" and whenever I wanted. Today I have no visibility on when I will have my money back, it has been months I have asked it back, I feel desperate.

I have had the pleasure of working with Keagan over the past few years and I can confirm Keagans professional and knowledgable approach to understanding investments, markets and financial planning. Keagan provides a personal and relatable approach to engaging with clients and I would highly recommend working with Keagan for financial planning and investing.

The way we got to know W1 Investment was through our financial advisor Thomas. He has been successfully guiding me and my husband from the very start of our financial planning journey. He always took the time to answer our questions and gave us advice that really fit our goals. He's trustworthy, easy to talk to, and genuinely cares about his clients—always making sure we felt comfortable and clear about every step we took.

I have known and worked with Keagan Pinnoy and W1 for over 6 Years, this covered the extremely volatile period of the pandemic.
Keagan has taken into account my attitude to risk when helping me develop and plan a diversified retirement portfolio. I've also learned a lot during this time. Although I now live in the UK we keep in touch through the very useful weekly market updates and regular on line meetings.
Keagan has been responsive, supportive and professional during this time and I would not hesitate to trust and recommend him when considering financial planning.

The strategic financial advice provided by Thomas Javanaud has been invaluable, offering practical solutions that are tailored to my unique needs. His professionalism, combined with a genuine interest in understanding my goals, has given me confidence in my financial planning. I appreciate his candid advice and look forward to working together in the long term. What sets Thomas apart is his ability to empower his clients. He has given me the independence to make informed financial decisions, providing full support and expert guidance every step of the way. I feel completely at ease entrusting my financial future to him, knowing he consistently acts with my best interests in mind.

Be very careful with these people. They do not work in the best interest of the clients and rather get you locked into long term platforms and sell expensive funds with low returns. They focus on selling products that give them high commissions.

Once I made it clear I was not going to add further funds, the advisor lost interest and ignored me completely.

I first met Karen in early 2022 having relocated to Switzerland from the UK in 2019. I was being contacted fairly regularly with offers of 'ex-pat financial assistance' from people who had found me via LinkedIn. I consider myself fairly financially savvy but previously had not had great experiences with financial advisors who all seemed to me to be working to their own agenda and, in my opinion, quite often, with quite a high level of arrogance and a quite blasé attitude. I was in a position where I needed some guidance but was uncertain and insecure about where to go and who to trust/believe in relation to my savings, my pension(s), tax and how to get my money best working for me in Switzerland.

I met Karen via a 'cold call' but very quickly found Karen's approach to be very different to that I had experienced previously. Karen listened hard to my anxieties and concerns and we had some very open and genuine conversations about these. It became clear that Karen's values of trust, honesty and integrity were very high and aligned to my own. Karen was extremely patient with me explaining and advising in relation to all my 'stupid' questions and in my best interests. Not only has Karen been a great financial advisor for me she has also become a good and trusted friend. I wish I had met Karen and started working with her years ago!

If you have any hesitations/anxieties - don't! Talk to Karen - work with her - like me you will wish you had done so earlier - I can not recommend Karen any more highly

My experience with Karen Hine and W1 has been great. She is extremely friendly and gives it all to find the best investements for her clients based on their needs and expectations, while making sure they understand where their money is being invested into. Transparency is a keyword for her advices.

I am a British expat living in the middle east and wanted an investment to set aside some money for the future but with flexability to access if required.

A warning to all, I was provided inacurrate information by the W1 advisor on the expected performance of the recommended fund, accessability and fees on the policy. I was subsequently miss sold a policy from RL360 at the W1 advisors recomendation, which did not meet the requirements I requested, now unfortunatly I am tied into this for 10 years or get a huge penalty to remove the funds early and lumbered with paying 15% fees on my monthly investment, These fees are cleverly hidden in the way it is presented policy documentaion.

BEWARE to all Investors the advice given by W1 advisors as it may not be in your best intrests. In my experiance, accessability was not what I asked for, and projected fund growth was and currently still is being miss represented on fund providers website (it shows over 15% growth over the 5 year period where in actual fact I recieved 1.6% return.

I'm a British expat who has lived and worked in Switzerland for the last 30 years. I had accumulated a "messy mixture" of both British and Swiss pensions that were either not yielding very exciting returns, or had matured, and the resulting funds were doing nothing. I wanted this all sorted out and to ensure that my Swiss wife would have a good standard of living when I die.
Karen (Hine) efficiently took the bull by the horns. She unlocked British occupational pensions into something more interesting and suggested interesting alternatives for my Swiss funds.
As a Brit, I understand the English property market. Karen found the optimum way we could leverage the proceeds of my pension funds to buy properties for rental in England. Her solution showed a deep understanding of both UK and Swiss tax and pension regulations. Karen also took great care to ensure my wife was fully involved.
We cannot recommend her highly enough and wish her well in her new position with W1 Investment Group. If you are a British expat in Switzerland and need solid financial advice, she is the “go to” advisor you need!

Jane, was very patient on showing the best plan for me, I’m really happy to know her and to guide me the savings and investment for the future.
Also open my eyes to guide to do the same with my kids and we will work on it.
Thanks for your patience, until we manage to set the plan in place.
Excellent Job
Regards
William Caiza
SLB Resources Manager

I am really satisfied with my adviser Jane jablan. Since we have started our financial relationship she has demonstrate his proficiently and make me feel confident and protected with my investment. She always recommend the best products base on my needs. She very professional. Her languages skills is an extra plus for to understand in the best way to me.

They sent me a cold Email to my work Email address about private pensions. I believe this is in breach of EU GDPR.

My consultant was conscientious, thorough, knowledgeable, and extremely helpful.

I first met Thomas through his “Retirement Planning” Service page on LinkedIn. Although, I was careful to do my due diligence on W1 Investment Group, I soon realised that I was working with Professional Financial Planners. It’s been a pleasure to work with Thomas Javanaud and meet Keagan Pinnoy. As an expat living in the Middle East, I feel that working with W1 Investment Group has enabled me to structure my finances with greater security and potential growth opportunity.

W1 and their advisors provide solid and professional investment advice for each specific need, based on their knowledge, experience and in-depth analysis. In particular I appreciate the fact that they offer a personal, direct and tailored solution, managing to remain objective and proficient, whilst seeking for my best interest. My advisor and financial consultant “Teresa Watkins”, has been next to me ever since my first step with W1, and today I don´t take any decision, without consulting her.