Chase Belgrave Reviews

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.

I retired yesterday! And I'm so grateful for Justin's guidance at Chase Belgrave over the last decade (or more). I first contacted Justin in a bit of a panic - after a recent divorce I didn't think I'd ever have enough to retire and the whole process has set me back. Justin went through all my finances including taxes, tore everything apart and built it back up again with a number of financial products which have led me to this point: I have been able to retire in comfort. My engagement with Justin has been genuinely life changing.

Unsolicited contact by email, no introduction just a stark message about UK Government changes to pension. Would appear to be a shock tactic or a spam email. Furthermore the email states I opted in on the website, but there is no where to opt in or opt out. Please remove my data from your system.

Engaging with Justin Harris for financial advice was a smart move. His independent firm's focus on my goals brought clarity to my financial journey. Grateful for the personalized attention!

Chase Belgrave truly stands out in the world of financial advisory. Right from the start, it was clear that the firm placed great importance on providing a service that was tailored to each individual. They took the time to listen and understand my financial aspirations, and the results have been remarkable.

Trust Justin Harris for expert financial advice. Personalized approach, excellent results.

I met Justin at a yacht show in Monaco nearly 20 years ago and he has managed my finances around the world since then along with linking me to tax and structuring professionals around the world , finding me specialist insurance and loan/mortgage products for international people like myself. It's been quite a relationship and much more flexible and open than the private banking relationship I had before. I much prefer it

Chase Belgrave is the epitome of excellence in financial consultancy. Their team of experts provided me with sound advice and strategic planning to maximize my wealth. Trustworthy and reliable!

I was disappointed that the investment services provided by Chase Belgrave were not related to pensions, but the performance has been exceptional. Justin Harris has been quick to answer my emails and I feel I can trust this company for future investments.

I've been connected with Chase Belgrave for about 8 years now and couldn't be happier. John o'Leary has been fantastic at advising me and helping me direct my money into valuable investments. He is attentive to detail and very patient with all my questions. Having never invested before I have been coached through it so well that I feel really comfortable and secure with the choices I have made. He is able to advise on a wide range of financial matters helping me to feel at ease and knowing I can reach out at any time for further help. There is never any pressure, only worthy advice and I look forward to continuing my relationship with them.

I found John and Chase Belgrave through an internet search for ways to resolve questions about getting UK retirement funds in to the US. I found John to be helpful and transparent in his explanations and feel that the advice he provided was in my best interest. I strongly recommend Chase Belgrave and John to assist you in your financial planning.

I had my many concerns and reservation when I started this process in choosing a financial advisor, but from the very 1st conversation with John O'Leary, he put myself and wife at ease in explaining in detail all the steps and process that we will have to embark on. he was patient and knowledgeable. he was available whenever I had any questions. very quick to respond to my e mails and kept me updated at every stage of the process. I will highly recommend him to anyone seeking financial advise.

I had been trying to find a solution for over year to move a UK pension so that it would be available to me from the US. John O'Leary at Chase Belgrave, who I would recommend to anyone was the only person I found who had the knowledge and experience to be able to find a solution for me. John is very professional, always responds in a timely manner and his expertise is unquestionable. He is very easy to work with and can make very complex issues easy to understand. His follow up is great, he fulfills on his promises and handles obstacles and issues with skill. I Highly recommend John and Chase Belgrave

I have been dealing with John O'Leary at Chase Belgrave, who I would recommend to anyone. John is a very professional, respectful, approachable person. He always responds in a timely manner and his expertise is the one you can trust. He is easy to talk to and can explain anything to you when needed. He fulfills on his promises and takes notes of your circumstances so you don't have repeat yourself ever. And because he understands your circumstances he helps you to get through any obstacles with paperwork with an ease. To deal with my pension transfer was indeed trouble less having John on my side.

I'm happy to recommend John O'Leary to anybody looking for assistance with their pension. John is friendly, patient, contactable, and has the knowledge needed to look after pension transfers and subsequent portfolio management. Highly recommended.

John O'Leary at Chase Belgrave is one top drawer expat financial advisor! He's walked me through every step of the transfer of my UK pension to an International SIPP. He really made me at ease with his thorough knowledge of the process and I'd hardly know there was a time difference to Canada.

After a few years debating what to do with my UK pensions as being an overseas UK national, I opted to consider support from a few financial experts, where John O'leary of Chase Belgrave came out the winner. He answered all my stupid questions clearly and concisely to take out the uncertainty of terms, conditions, acronyms etc. making all the options, risks and benefits clear to understand and make decisions from. I am happy to recomend John and Chase Belgrave to others, and hope that my funds will prosper beyond expectations going forward. Many thanks to John.

Happy to recommend John O'Leary at Chase Belgrave who patiently organized my UK pension funds, explained the diversity of investment recommendations and gave me regular and clear updates. John also responded flexibly and promptly when I needed to access a portion of my funds and made the process smooth and trouble-free.

Had great communication and assistance regards my UK pension funds, regular phone calls and emails. Pleased with the investment options and certainly the returns so far have been excellent. I’d urge any other expats to do likewise.

Excellent company. Chase Belgrave were able to help me sort out my UK pension when I was hitting walls with my pension company. As I don’t live in the UK every option I had looked at involved me losing money on both taxes and currency exchange. John and the tram were able to help me get the level of access I wanted while keeping my money safely invested. Totally recommend them