Reviews of Charter Square. (Bank) in Wellington (Wellington).
Charter Square
Level 2/276 Lambton Quay, CBD, Wellington 6011, New Zealand
Description
Information of Charter Square, Bank in Wellington (Wellington)
Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.
This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!
Map
Open hours of Charter Square
Sunday
Closed
Monday
8am–5:30pm
Tuesday
8am–5:30pm
Wednesday
8am–5:30pm
Thursday
8am–5:30pm
Friday
8am–5:30pm
Saturday
Closed
Reviews of Charter Square
P.Cambel and the team went well above and beyond to facilitate the transfer of my UK Private Pension to a NZ based QROPS scheme. My Pension Provider in the UK made it so difficult to transfer the funds with a combination of dysfunctional communications due to Covid-19, and my suspicion that they simply wanted to hold on to my funds for as long as they possibly could, but CharterSquare had my back and were working hard on my behalf throughout the process. Also interesting to note how many reviewers had the same obstacles and hurdles put in their way by the UK Pension providers. Mine was Aviva, and I would never ever deal with them again, and if I was still living in the UK, I would have gone public on the complete shambles and lack of responsibility that their officers took over their repeated misinformation, incompetence and errors in dealing with what should have been a simple process.
c.Fantastic to deal with and Cambel put me at ease instantly. Made a difficult situation so much simpler with great advice and insight.
M.I would like to express my sincere thanks to Cambel and the UK team for facilitating the recent transfer of my UK pension.
They are very professional and knowledgeable in the highly regulated field of financial legislation (both NZ and UK) and guided me through every step of the way.
Cambel was very proactive and helped successfully overcome a few frustrating issues with my UK pension provider.
I can highly recommend Cambel and the Charter Square team.
T.I'd like to thank Charter Square and Cambel in particular for exhaustively chasing down my UK Pension from what can only be described as unhelpful and obstructive providers and middlemen. The work done to get the right details for appropriate tax calculations was also a challenging process. Thanks Charter, I appreciate all your efforts!!
K.Simon Swallow went over and above the call of duty to help me bring my two UK pensions over to NZ. I didn't find the process easy but Simon was always a great help. Charter Square was recommended to me and now it's my turn to recommend Charter Square.
L.Cambel at Charter Square was extremely helpful and professional throughout, guiding me through the process and fully explaining each step on the way. The UK provider was far less helpful and without Cambel's hard work I would have given up - fortunately Cambel was there to fight on my behalf and my money has now been transferred. I highly recommend Charter Square to anyone looking to transfer their pension.
A.I cannot recommend Cambel highly enough. He has been extremely friendly and helpful, but also more importantly professional and knowledgeable. Our financial process has been quite lengthy, but he has remained attentive throughout. For a non financial professional the transfer process could be quite daunting but Cambel took great care to explain everything fully and clearly. I would not hesitate to recommend Cambel to assist with your pension transfer.
G.Cambel was amazing to deal with, I moved from the UK and had no idea about bringing my pension over, he explained everything really clearly and got it all sorted out so quickly!
p.The process of transferring my defined benefits pensions from the UK was complex. Charter square provided excellent guidance and worked through the complexity with ease. Really good job. Thanks.
T.Both my wife and I used Charter Square to transfer our UK pensions. We were really impressed by how prompt and proactive their service was despite some issues arising that were out of their control. Great communication and explanations, they simplified the process brilliantly for us. Would definitely recommend them.
M.I started the process to relocate my private pension to NZ on the 16th April during lockdown Level4, and confirmed my pension funds had been transferred on the 27th June, 10 weeks all up.
Having lived in London for 15 years I’m well aware of the challenges in dealing with financial organisations when you live there and that’s when politics or pandemics don’t get in the way, never mind remotely from the other side of the planet.
Other than demonstrating expediency, professional courtesy, transparency and accuracy, Charter House has people on the ground in the UK who are adept at dovetailing HMRC and UK financial providers to provide a seamless service.
Wholly recommend engaging with Cambel and team at Charter House if you are considering moving your pension to NZ.
A.Charter Square have just transferred my BT Pension from the UK, and in dealing with an institution that put as many obstacles in the way as possible. Cambel and his team here in NZ and the UK kept me up to date and guided me through to a successful conclusion for myself.
I would highly recommend anyone to use their service.
J.I transferred my UK pension with Charter Square recently and would like to say a big thank you to the entire team both here in NZ and their colleagues in their UK office. Their consistent professional approach and frequent updates are assets are often lacking in business today.
They made what seemed like an overwhelming and seemingly impossible task very straightforward and dealt with all aspects of the transfer for me from initial advice, tax information and NZ scheme recommendation.
A fantastic experience all round!
T.Both my wife and I used Charter Square to transfer our UK pensions. We were really impressed by how prompt and proactive their service was despite some issues arising that were out of their control. Great communication and explanations, they simplified the process brilliantly for us. Would definitely recommend them.
p.The process of transferring my defined benefits pensions from the UK was complex. Charter square provided excellent guidance and worked through the complexity with ease. Really good job. Thanks.
G.Cambel was amazing to deal with, I moved from the UK and had no idea about bringing my pension over, he explained everything really clearly and got it all sorted out so quickly!
J.Cambel and the team know their stuff when it comes to transferring UK pensions to NZ - I was super impressed by their knowledge, efficiency and all round professionalism. Could not recommend highly enough.
D.Cambel really went above and beyond to get my pension transfer sorted for me, with what I know now I certainly could not have done this on my own I would have given up a long time ago.
A big thanks to Cambel and team.
David Harper
c.Fantastic to deal with and Cambel put me at ease instantly. Made a difficult situation so much simpler with great advice and insight.
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