Chase Belgrave Reviews - www.chasebelgrave.com

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★★★★☆
3.6 / 5
75% of users recommend this
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Latest Reviews

★☆☆☆☆

“QROPS Transfer. How to lose $180K. ”

Written on: 31/07/2018 by jrlcfc (1 review written)

4 years ago we transferred 270,000 GBP into a QROPS scheme managed by the person I dealt with. After quoting his writing for the Guardian and quotes from The Chartered Institute of Securities and Investments we proceeded. Our risk profile was cautious with an emphasis on protecting capital over return. Based upon this we felt confident in our dealings. Fast forward 3 years and the fund is now worth 160,000 GPB and the person I dealt with asks us to give him 6 months to put it right or he… Read Full Review

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★☆☆☆☆

“APPALLING!”

Written on: 27/04/2016

Lost me 25% of my total investment of 400K, with no information or communication. Blamed poor markets during a period of growth. No communication or updates from them unless I instigated it. I was not informed that my funds had been suspended and that any form of asset growth was therefore impossible. Lied to me as said funds should remain where they were and that I should 'hang on' whereas in fact suspension made it impossible for me to transfer funds. Full answers or explanations not… Read Full Review

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★★★★☆

“IFA's are hardly exciting folk, but great service...”

Written on: 03/12/2013 by WaddellJL (1 review written)

Great service from Justin et al. It's a small company at the moment but I get the impression they're eager to impress and looking to move in new directions, particularly for non-UK clients http://goo.gl/24rFxY Only problem was occasional difficulties getting hold of them, presumably because they're busy and understaffed. Would recommend to any UK expat looking for financial advice… Read Full Review

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★★★★★

“Really useful pension transfer service”

Written on: 20/03/2013 by MillySmith (1 review written)

I've been a client for 2 years now and just came across this site. We transferred our pension to an offshore scheme and it works really well - we're USA residents and so no the easiest customers but my local accountant has everything she needs to complete the right returns so we're happy. Great service, always available by phone and email, would recommend… Read Full Review

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★★★★★

“Chase Belgrave made saving for retirement much simpler”

Written on: 04/03/2013 by SammyBonin (1 review written)

For me the worst part of changing jobs is sorting out a new company pension. It can be annoying, long winded and it usually leaves with the feeling that with all the charges and fees that maybe it isn't worth doing at all. When I got the opportunity to move abroad I knew that despite my misgivings about the whole process it was worth putting some of my extra spare cash aside for a rainy day. One of my colleagues recommended Justin Harris at Chase Belgrave and he was very helpful in setting… Read Full Review

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★★★★☆

“Successfully advised me on transferring my pension...”

Written on: 27/02/2013 by johnhartman1962 (1 review written)

I had heard that it might be difficult to transfer my UK pension offshore because I am living in America. However, Chase Belgrave were very helpful and showed great flexibility in finding a solution. I had heard loads of scare stories about financial advisors so I can count myself lucky that I found an IFA that I can trust. The process appeared complicated but they explained it simply and clearly and answered all of my questions. The main thing I took away from the experience is that it is… Read Full Review

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★★★★★

“QROPS Transfer”

Written on: 04/02/2013

I was recommended Chase Belgrave through a friend. Daniel at Chase helped me combine all my small UK pensions into one offshore pension, totally free of tax and set up a low risk portfolio that is already doing well. I was very unsure at the start and made a pain of myself emailing constantly, but my emails seemed to be always answered within seconds! Really reassuring to be honest. I'd really recommend them… Read Full Review

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★★★★☆

“Chase Belgrave really helped in moving my pension offshore”

Written on: 30/01/2013 by PaulChappell (3 reviews written)

After moving to Dubai I needed the help of an independent advisor to move offshore the pension I had built up in the UK. I had heard of QROPS and QNUPS through a bit of internet research but didnt know where to turn past that. A couple of my colleagues had been burnt by some of the usual cowboys so I was glad when one recommended Chase Belgrave. Justin Harris who helped me was polite and patient through the whole process. He seemed knowledgeable about the process and the products he was… Read Full Review

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