"Service and advice -- Correct"

I changed to Chartercross from a very large finacial group. I was not happy where I was and was getting poor performance on my investments and getting passed around from one advisor to the next. Chartercross have made my investments work and keep me up to date with changes in the law. I feel comfortable dealing with them and trust them.
Andy

"I have not had a good experience with…"

I have not had a good experience with Chartercross Capital Management. Part of my pension was invested in the Ardent Fund which went into liquidation in 2016. The result of which was a loss of approx. 30% of my pension. Since placing my pension with Chartercross in 2015, my fund has not seen an increase and is slowly loosing value each year.

"Seem quite knowledgable"

Seem quite knowledgable
Easy to accept money into pension funds but difficult to take money out when needed. So far it has taken 4 months to get my money out and still no resolution, despite a lot of nice words.

"I have received all the support needed…"

I have received all the support needed and quick. Thank you.

"very friendly"

very friendly, always open and honest

"Professional"

Professional. There to help you. Listen to and discuss all types of questions. General good honest advice. Prompt responses. Informative. Would and have recommended

"Great advice, knowledge and guidance!"

Very happy with the knowledge, advice and guidance provided by Lucas and the team. Would have no hesitation in recommending them!

"Overall I find Chartercross to be good in their field of expertise."

A little bit pushy in the beginning to sign you up!! Once you’re on board they offer sound impartial financial advice, regular follow ups and they’re always available when needed. They follow up reasonably quickly to questions. The financial management platform is easy to use. Overall I find Chartercross to be good in their field of expertise.

"I invested my two UK pensions…"

I invested my two UK pensions (including my British Army pension) with Chartercross and within a year they had lost 41,000 GBP of my total pension amount to fraud with a company that had been in business for a year. Further to that I've not seen any increase in my pension investment with what was left over. If I had a choice to move my pension I'd do it in a heartbeat. I'll never give Chartercross a good review and will deter anyone from investing with Chartercross.

"They do not keep me updated with bad investment"

They do not keep me updated with an investment that has lost me 20K and investigations ongoing in USA but do not know what is going on and this has been for over 2 years now