Narbonne, Occitanie
Not resolved

I started to look at the opportunities constantly being offered online about transfering UK pensions from the UK to a QROPS scheme - we now live in France. I contacted Chase for their advice.

As a cautious person I was extremely nervous about using a non-uk based advisory service; this together with a lot of recent bad publicity about poor pensions advice being given generally by other sources, high fees etc. I made no bones about it to my CB advisor - Terry Pryor and his assistant Chris. Together they allayed my fears, (they put me in contact with a previous client who almost exactly matched my own profile. This bonefide client was kind enough to share his experiences with me). They responded swiftly to my many other challenging questions with a high level of knowledge and experience. At no time did I feel that I was being pushed down an avenue that suited them more than me. All communications were timely and efficient.

At each stage Terry patiently talked me through what was happening (depth of knowledge and experience was very apparent). I of course checked the information through other sources as you do. At no stage did any of these other sources suggest that the advice and guidance being given was poor or inappropriate. At all stages I had my guard up, afterall this pot of money is important to me.

I have now successfully transfered all of my pensions under one roof within the UK, I have full visibility of the funds into which the funds have been assigned - daily performance if necessary. Again Terry's prudent advice about my risk profile was very valuable, at all times I had 100% visibility about what was happening and with who. I also had visibility of the fees being charged by all parties, which appeared to be in-line with the industry.

We have regular reviews scheduled to confirm the suitability of the deployment of funds. Again here I feel that I have control about what happens, Terry will of course give his professionally measured opinion. Chase appear at this stage for me to be providing good solid financial advice.

Really impressed with the professional service I have received.

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