Chase Belgrave Reviews

After experiencing problems claiming a pension, I filled in an online form and was contacted by John O'Leary of Chase Belgrave. I am now about to receive my first pension payment, and it is not something I could have done without John's help. I am used to hit-and-miss business efficiency, with emails forgotten about, calls not returned, and a lack of flow and continuity to any business transaction. John's model is the exact opposite. Emails are returned within the hour, often with a back-up call to check clarity. Updates are a regular part of John's game, and you couldn't really find a friendlier, more knowledgeable chap to speak to about the - to me - minefield of claiming a pension which is around 20 years old. I meet a lot of people with pension difficulties, and would have no hesitation in recommending both John and Chase Belgrave. On a personal note, I would like to extend my thanks to John, and wish him all the best for the future. If he is your contact concerning pension queries, you are fortunate indeed! My only complaint is that there is no 6-star rating here...

John O’Leary was excellent. Having spoken to a number of adviser before I felt very unsure on what to do. Each adviser had told me to do something different and it felt very salesy. John explained all of the options available to me and ended my confusion. I would recommend John because he was the only one who really listened to me. I’m now reaping the rewards of his advice!

Without repeating too much from the reviews I can honestly say the following; I emigrated to Australia from the UK 13 years ago. I had really given much thought to the 3 Company pensions I had back in the UK, and no idea what they were doing, dealing with my previous employers was a nightmare. The UK tax office sent me details on external companies talking about taking control of your pensions offshore - Chase Belgrave was one of these. Chris McDougall at Chase Belgrave was my advisor, who made everything clear. I knew what my options were and I was more than happy to follow his advice. I now know exactly where my pension is, can have 24-hour access online. I would recommend this Company and Chris to everyone who wants to take control of their pensions.

I have no doubt that David Plumpton was headbutting his desk after every phoncall with me. I am not the easiest or most patient person on the phone. Fortunately for me David has patience, perserverance and expertise in bucketloads. Over countless emails and calls he talked me through every stage of the process of transferring my pension. I don't know yet how this is going to affect my pension pot but if you need any help or advice I can recommend David unreservedly. Thanks for sticking with me Dave.

I moved from the UK 5 years ago with my company and had no plans to return. I had no idea what my private pension was doing back in the UK, and had no contact from the provider, and I was aware that I was still paying UK tax on my pension. I was confused as to what my options were. I then spoke to John O’Leary at Chase Belgrave, who made everything clear. I knew what my options were and more than happy to follow John's advice. Now I know exactly where my pension is up to with 24-hour access online, and have tax free growth on my pension for a happier retirement.

Honest transparent clear advice Would highly recommend Chris

Ben Crabb has been an amazing resource and incredibly helpful while we transitioned from being based in the UK to the US. He helped both my husband and I navigate the transfer process, all the paperwork and outlined our best options. Personable, friendly, wonderful to work with.

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 case was rather complicated as I had accumulated several defined contribution and a defined benefit pension over the years and was looking to consolidate them into an single International SIPP. Chris McDougall was a great help when discussing the different options available for my pensions transfer. I was a bit apprehensive at first but his expert advice put me at ease with the whole process. I couldn't thank Chris enough for his professional attitude and assistance. He definitely went the extra mile to ensure a seamless transition. I now look forward to spending my retirement in America.

Chris Mcdougall has been a great help ,1st class advice from start to finish. Thanks for your help Chris

Chris McDougall at Chase Belgrave has been a fantastic help transferring our pension , I didn’t realise how much more flexible our pension options could be, kept us up to date every step, very friendly and professional, will definitely recommend, thank you

Embarking on transfering out of my company pension scheme seemed very daunting, however Ben Crabb at Chasebelgrave made it all so much easier. Nothing was too much trouble for him and was available to talk even on Saturdays if I had problems completing any forms. I would highly recommend Ben and Chasebelgrave.