5.0
Details
Working as a teacher abroad can be a daunting prospect. Suddenly, aspects of your future that seemed so certain are thrown up into the air and into the unknown. What happens if you spend an entire career abroad? What about retirement? How do you even go about making...
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Review
#1464438 Review #1464438 is a subjective opinion of poster.
Service
Chase Belgrave Personal Investment Service
Pros
  • Customer service
  • Immediate responses to emails
  • Initial professionalism
Reason of review
Good customer service
Tags
  • Financial services
  • Expat Financial Forum
  • expat
  • Offshore

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Verified Reviewer
5.0
Details
I have been a client of Chase Belgrave since 2013 at which point I had sold my business here and I was trying to organise my original pension from one of my long term UK employers. I had moved my pension from the original management to Guernsey…[my tax people] didn’t...
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Testimonial
Review
#1359699 Review #1359699 is a subjective opinion of poster.
Service
Chase Belgrave Personal Investment Service
Reason of review
Good customer service
5.0
Details
Simon Dansfield at Chase Belgrave has never made me feel more relaxed with my pension. To be honest, I wouldn't have know that service like this was in any way special had I not been round the houses with three local "expat" IFAs here in Spain. Regular valuations,...
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Testimonial
Review
#865280 Review #865280 is a subjective opinion of poster.
Service
Chase Belgrave Personal Investment Service
Pros
  • Service
  • Immediate responses to emails
  • Investment growth
Reason of review
Good customer service
Tags

Chase Belgrave, a knowledgable bunch

5.0
Details
I came to Chase Belgrave from another adviser that hadn't contact me in 2 years in order to sort out my investments. Within a few days I had a full report delving into each investment, what they thought of it, how it related to the market, to my own situation and the market in general. Some of the funds were OK, and some were too high risk for me or were losing money so needed to be changed. This was a couple of months ago and now, not only is my portfolio growing but for the first time I actually understand it! I have online access to the portfolio so I can check it when I like and don't have to be beholden to someone else to tell me about my money. Very pleased by the whole interaction.
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Review
#850049 Review #850049 is a subjective opinion of poster.
Service
Chase Belgrave Personal Investment Service
Pros
  • Service
  • Investment growth
  • Immediate responses to emails
Reason of review
Good customer service
Tags
  • expat
  • Offshore

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