Chase Belgrave
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Justin at Chase Belgrave
Justin has asked me to review my experience with Chase Belgrave. Having met Justin in person in Zurich, close to where I live, around 2008, he helped me set up a mobile pension/savings plan (as I do a lot of work abroad) and also helped me with the 6 or 7 small pensions I had sitting around in the UK not doing much. I put them all together into a SIPP, invested the money into an S&P500 tracker and it's really exploded in value since then. The savings plan has done the same. Now, because I plan to retire outside of Switzerland, the tax treatment of these investments will be very beneficial (I won't be paying tax at all since I will retire to a jurisdiction without income tax). I really don't like to think of the situation I'd be in if I hadn't run into Justin all those years ago, sometimes life just works out. Beyond just tax savings and investment growth I think the real plus of my relationship with Chase Belgrave has been the reduction in stress and worry. When you've built up this sort of hard earned trust you just get to concentrate on the important things in life and leave the money worries to a professional. Thanks Justin/Chase Belgrave.