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pension advice justin harris funds pensions retirement experience money process risk
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5.0
Details
My wife clicked on a facebook link asking about my UK pension. Didnt expect much really, however, what we got was fantastic. We rrceived a call very professional exolaining that a pensiin specialist would be booked in to talk to us. They phoned exactly when they said...
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ID
#1371936 Review #1371936 is a subjective opinion of poster.
Location
Zurich, Zurich
5.0
Details
I had moved from the UK some 5 years previous before that I worked for Ford Motor Company. I had enquired to Ford regarding my pension but got very limited advice and was at a bit of a loss. I clicked on an advertisement as I am an expat and it turned out to be the...
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ID
#1371179 Review #1371179 is a subjective opinion of poster.
Location
Zurich, Zurich
Pros
  • Service
  • Professionalism
  • Initial professionalism
Reason of review
Good customer service
5.0
Details
I definitely made the right decision choosing Chase Belgrave to manage the transition of my pension into an international account. They are a great wealth management company and would recommend them to anyone who is looking to transfer their UK pension. My particular...
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ID
#1364162 Review #1364162 is a subjective opinion of poster.
Location
Valencia, Valenciana, Comunidad
Service
Chase Belgrave Investment Service
Pros
  • Professionalism
  • Immediate responses to emails
Reason of review
Good customer service
I definitely made the right decision choosing Chase Belgrave to manage the transition of my pension into an international account. They are a great wealth management company and would recommend them to anyone who is looking to transfer their UK pension. My particular...
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Testimonial
ID
#1364053 Review #1364053 is a subjective opinion of poster.
Service
Chase Belgrave Retirement Investment Service
Reason of review
Good quality
5.0
Details
I initially came to Chase Belgrave with a serious problem. I had transferred my pension and found out it was not compatible with the tax regulations of my home country. My accountant advised me to fix it quickly before I was audited. When I let Chase Belgrave know...
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ID
#1359834 Review #1359834 is a subjective opinion of poster.
Pros
  • Immediate responses to emails
  • Professionalism
Reason of review
Good customer service
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
ID
#1359699 Review #1359699 is a subjective opinion of poster.
Service
Chase Belgrave Personal Investment Service
Reason of review
Good customer service

Chase Belgrave - Significant growth

Title says it all really, 6 small pensions stuck in dead end funds in the UK, consolidated and put to work, all this 4 years ago and I'm so relieved that not only am I on track to a relaxed retirement next year but that I haven't had to constantly worry about it all. The service has been truly phenomenal from start to finish. I only found this site through a search and I'm really puzzled by some of the other reviews, they don't seem to tally with my experience at all. I'm from the banking industry so I did my due diligence, checked out the regulatory status and indemnity cover and the rest and this is exactly what you should do. Anyway, I just wanted to add my voice to the largely positive chorus.
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ID
#1334562 Review #1334562 is a subjective opinion of poster.

Chase Belgrave - Overall, a good experience

5.0
Details
I've been dealing with Chase Belgrave for about ten years and only just retired and began to draw my pension. It's grown really well and I've had lots of contact from the knowledgeable advisors at regular intervals. Very pleased with how it's all gone.
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Testimonial
ID
#1145553 Review #1145553 is a subjective opinion of poster.
Location
Zurich, Zurich
Reason of review
Good quality

Latest Question

Chase Belgrave Questions
Chase Belgrave's reply to:

1.0
Details
We absolutely agree - clients should certainly check all fees and terms and make sure they're in a fully informed position. That said, we are a fully regulated and audited advisory firm with thousands of happy clients around the world. If you have any specific...
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2 comments
Anonymous
#1550810

Chase Belgrave have been liquidated. They now operate out of Mauritius under Chase Belgrave Limit d.

Since January 2013 they have been operating on a unregulated basis after Polyreg stopped regulating them.

Tourbillion in Gibralta were going to regulate them but that never happened. They are crooks and I am chasing them through 5 different countries to track them down.

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ID
#1012539 Review #1012539 is a subjective opinion of poster.
Location
Zurich, Zurich
Service
Chase Belgrave Investment Service
Hello, and thank you for your review. As you say, you were called by ourselves because you completed a form on our website with your phone number, asking for us to do so. We have never cold called anybody, we don't agree with it and it is simply not a part of our...
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1 comment
JAMES J
#1529659

Thankyou

ID
#992307 Review #992307 is a subjective opinion of poster.
Service
Chase Belgrave Customer Care
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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2 comments
Anonymous
#1383553

Interesting reading I recently asked this company for some pension transfer advice. Without any real examination of my personal circumstances they produced a recommendation, which was an offshore QROPS in Malta with a Royal London 360 bond!

Firstly i made the point i wanted the money to remain in cash, no mention of this in the report and no mention at all of charges,commission etc.

Having invested in bonds before i know they pay commission which is claimed back through high charges on a quarterly basis, which was not what I wanted. the service was very friendly but I am afraid that the advice was extremely poor .

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Testimonial
ID
#865280 Review #865280 is a subjective opinion of poster.
Location
Ecija, Andalusia
Service
Chase Belgrave Personal Investment Service
Pros
  • Immediate responses to emails
  • Investment growth
  • Service
Reason of review
Good customer service

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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ID
#850049 Review #850049 is a subjective opinion of poster.
Location
London, England
Service
Chase Belgrave Personal Investment Service
Pros
  • Service
  • Immediate responses to emails
  • Investment growth
Reason of review
Good customer service
Chase Belgrave's reply to:

Chase Belgrave - Poor Professional Advice

Thank you for taking the time to review us! We've taken a look at your file and yes one of the funds you invested in was suspended for a year - however it was done so because it moved jurisdiction. During that year it didn't stop trading, didn't lose any money and once the move to the new jurisdiction had completed the fund was unsuspended and available once again. In fact such a move is not uncommon with mutual funds as they seek to protect client assets when rules change, and certainly isn't reflective of risk, one way or the other.
ID
#837002 Review #837002 is a subjective opinion of poster.
Service
Chase Belgrave Investment Service
Cons
  • Lack of communication
  • Misinformation
  • Lack of follow up advice or infomation after initail investment
Reason of review
Poor customer service

Over a period of six years, investments made with CB lost 25% - 100K. Communication from them was negligible; any information provided was at my instigation.

I was not advised that the two funds in which my money was invested were suspended (they still are) one for over a year and one since 2013. When I queried whether funds should be transferred, as money was stagnating, I was lied to and advised that I should 'hang on' and wait for markets to improve. It was not made clear that, due to their poor investment choices, my money was frozen and I was unable to access it. These funds were for my retirement.

CB still suggest that my funds are invested wisely but as a low risk investor, a fact of which they were aware, the only way they could recuperate, when the suspension is lifted, is by investing in high risk funds, subjecting me to the chances of losing even more.

Inappropriate professional advice and complete lack of communication and fund management. Strongly advise against using CB.

1 comment
Tessa
#1160878

Strange, the service I've received has been incredibly impressive and that's what I've heard from some of the people in the development too.

5.0
Details
Hi. Chase Belgrave have helped a few of my colleagues now move their pensions away from the UK. We all work for an engineering firm with projects throughout central Asia so out here it’s obviously difficult to find a quality IFA that understands the particular...
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Testimonial
ID
#554818 Review #554818 is a subjective opinion of poster.
Location
San Francisco, California
Reason of review
On time delivery
5.0
Details
At long last I've found a professional company to look after my finances. I've been an expat for over 20 years and suffered disappointment after disappointment. With Chase Belgrave the service is really excellent - I always have the same adviser who knows exactly where...
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1 comment
Desarae
#933708

Hi Dave

I don't think that Chase Belgrave is authorised to conduct investment business in Qatar.

If they are, they should be ale to evidence this. If they are not then run a mile! You will have no comeback if things go wrong

Testimonial
ID
#549373 Review #549373 is a subjective opinion of poster.
Location
Paddington, England
Pros
  • Investment growth
  • Clarity
  • Transparency
Reason of review
Good customer service