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Chase Belgrave have helped me immensely to get the right products for my pension. I received the right advice, relevant to my particular situation and my long-term goals, promptly and provided sound advice throughout the process, applications and setting up of my...
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#1379677 Review #1379677 is a subjective opinion of poster.
I have recently been through the process of transferring my pension through Chase Belgrave, I am from an engineering background and have no knowledge of pensions. However, this did not seem to matter as everything was explained to me in plain English and no question...
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#1378009 Review #1378009 is a subjective opinion of poster.
Resolved
Chase Belgrave's reply to:

Please be in touch as soon as possible so we can resolve any issues or misunderstandings. We do not recognise anything you're saying and cannot locate you as a client at this time.
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#1374678 Review #1374678 is a subjective opinion of poster.
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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#1371936 Review #1371936 is a subjective opinion of poster.
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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#1371179 Review #1371179 is a subjective opinion of poster.
Pros
  • Initial professionalism
  • 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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#1364162 Review #1364162 is a subjective opinion of poster.
Pros
  • Immediate responses to emails
  • Professionalism
Reason of review
Good customer service
Tags
  • Financial services
  • Expat Financial Forum
  • Offshore
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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#1359834 Review #1359834 is a subjective opinion of poster.
Pros
  • Immediate responses to emails
  • Professionalism
Reason of review
Good customer service
Tags
  • Financial services
  • expat
Chase Belgrave - QROPS incompetent or fraud.
Chase Belgrave - QROPS incompetent or fraud.
Chase Belgrave - QROPS incompetent or fraud.
Chase Belgrave - QROPS incompetent or fraud.
Dear Sir, thank you for your review. We would like to help immediately but we need more details in order to locate your account, the figures you quote don't seem to tally with anything we have on file at this stage. It is true that in order to provide greater...
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#1317356 Review #1317356 is a subjective opinion of poster.
Tags
  • Financial services
  • Expat Financial Forum
  • Offshore
Testimonial

Chase Belgrave in Zurich, Zurich - Overall, a good experience

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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#1145553 Review #1145553 is a subjective opinion of poster.
Reason of review
Good quality
Chase Belgrave's reply to:

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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#1012539 Review #1012539 is a subjective opinion of poster.