Military pension lost. What more can I say. I transfered my pension across with wonderful promises and delights. After absolute zero gains on my portfolio over a number of years I asked to transfer... See more
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See what reviewers are saying
Tony Littlefield has been extremely helpful during the whole process which for me came at a very difficult time in my life. I needed to make decisions about my money and Tony explained the options car... See more
Company replied
Simple answer. Marc and Steven. They are excellent professionals, problem solvers, market savvy, creative, client focused. They took a tough financial situation and managed it, and me, very well.... See more
CI Associated contacted me about a year ago and the overall process was very smooth. I was afraid they were going to be pushy and try to shove whatever product down my throat but it felt exactly the... See more
Company replied
Company details
Written by the company
We are a firm of independent international financial advisors specialising in providing tailor-made solutions across a broad range of services.
Contact info
Golda Meir 79, 7550080, Las Condes, Chile
- +56224817220
- info@ci-associates.com
- ci-associates.com
Satisfied customer
I have been a client of CI-Associates for around 15 years. During that time I have moved jobs and locations, so contact with the company has been mainly by email during that time. Despite that, whenever I have had a question or required information, I have received a response, and have never had any unsatisfactory outcomes.
The frequency and type of contacts with CI-Associates works for me - I don’t feel pressured nor abandoned. Overall I’m very satisfied with the service provided.
August 23, 2020
Unprompted review
Reply from CI-Associates
Thank you for your review Craig, please always be assured of my best attention at all times.
Tony Littlefield
Our recent experience has been very…positive
Our recent experience has been very positive.
Our adviser was prompt, well informed and patient.
He made no promises he did not keep, always returning calls and explaining and calming anxieties.
August 17, 2020
Unprompted review
Reply from CI-Associates
Thank you for your kind review, it's always been my pleasure to help in anyway I can.. please be assured of my continued best attention.
Tony Littlefield
Tony Littlefield has been extremely…
Tony Littlefield has been extremely helpful during the whole process which for me came at a very difficult time in my life. I needed to make decisions about my money and Tony explained the options carefully, in detail and patiently even when I needed things explained again and when I had doubts and uncertainties. He keeps me informed and updated and always replies promply to any email or message I send with my queries. I cannot stress enough how efficient and helpful he has been.
August 13, 2020
Unprompted review
Reply from CI-Associates
Thank you for your kind review Maria, I am always pleased to help and I am happy to assure you of my best attention at all times.
Tony
More proactive support would be nice
Generally I find the start OK, but then attention to the clients slips away, where clients should be constantly informed and their investments monitored and adjusted. Now it’s often the client that takes the initiative. But maybe my expectations are different.
August 12, 2020
Unprompted review
Reply from CI-Associates
Dear Frans,
Thank you for your kind review and for the trust you have shown in myself and CI-Associates for many years. As always, your feedback is greatly appreciated, I am always striving to provide you with accurate and timely information without being too intrusive but as we discussed there is always room for improvement.
Kind regards
Edwin.
Edwin Huesein
Edwin Huesein, has Been very helpful in assuring that all transacciones have Been completed.
August 11, 2020
Unprompted review
Reply from CI-Associates
Dear Nick,
Thank you for your generous 5-star review. I will try to continue at that level!
Be well and take care.
Edwin.
I've been with CI-Associates for more…
I've been with CI-Associates for more than 10 years and I am very pleased with service you offer.
Here in Perú my contact is Tony Littlefield who is excellent. He replies
promptly to my enquires, offers solid and personal financial advice in a friendly and cheerful manner. I had some savings on the IoM that needed
updating and Mr Littlefield helped me to sort this out very well. Other friends of mine in Peru have also commented on the good service he has provided.
August 10, 2020
Unprompted review
Reply from CI-Associates
Thanks Courtney it is always my pleasure to offer you help whenever I can.
Kind Regards
Tony Littlefield
Happy Client of CI-Associates - Highly recommend them.
I have been a client of CI-Associates for around 2 years and they have always been very supportive and responsive. Despite being a smaller individual client, I found the level and quality of support from Tony (Peru) and Jonathan (Chile) to be world class. They helped me set up and navigate different investment options to support with my shorter term and longer term ambitions. Being an expat in South America and moving around quite a bit it has been great having the support from a team that understands my unique needs. I would recommend them to any level of investor.
August 10, 2020
Unprompted review
Reply from CI-Associates
Thanks Alex we endeavour to offer a seamless transition for clients as they may move around the region and as such is good to know Tony was able to help you when you moved to Peru.
Tony has been very helpful in guiding…
Tony has been very helpful in guiding the performance of my investments, resulting in a significant upturn. The manner in which he always responds to me, with thoughful answers and friendly demeanour, makes it a pleasure to do business with him.
August 10, 2020
Unprompted review
Reply from CI-Associates
Thank you Aran, very pleased to receive your kind review, please be assured of my best attention at all times.
Tony Littlefield
I have used CI Associates several times…
I have used CI Associates several times for financial guidance, as well as assistance with setting up an offshore account and in all experiences they were incredibly knowledgeable, personable and professional. I would recommend them without hesitation.
August 6, 2020
Unprompted review
Reply from CI-Associates
Thank you Julia for your feedback, this is very much appreciated.
Thanks
Joni
Highly recommended
Joni is a very engaging and knowledgeable advisor. He was particularly helpful in relation to the AFP withdrawal process.
August 4, 2020
Unprompted review
Reply from CI-Associates
Hi Ed,
Thanks for the feedback, and I look forward to meeting with you soon.
Kind Regards
Jonathan Haskell
Joni is a first class advisor
Joni is a first class advisor. Always available, great market knowledge and very easy business manner.
August 3, 2020
Unprompted review
Reply from CI-Associates
Hi Toby,
Thanks for the feedback, and I look forward to meeting with you soon.
Kind Regards
Jonathan Haskell
Great service
Provide ongoing advice regarding pensions. Very professional and efficient service
August 3, 2020
Unprompted review
Reply from CI-Associates
Hi Jonathan,
Thanks for the feedback, and I look forward to meeting with you soon.
Kind Regards
Jonathan Haskell
My experience with CI-Associates is…extremely satisfactory
My experience with CI-Associates is extremely satisfactory so far. Since the initial approach (few years ago) I perceived a high level of professionalism which coupled with some colleagues' references made me explore their services again. The interview and assesment process was conducted in a very confidential and personal way, and the alternatives they offered me were 'taylor-made' to my needs and expectations. Finally, it is very appreciated the continuous follow-up and advice received by my Financial advisor.
July 31, 2020
Unprompted review
Reply from CI-Associates
Hi Federico,
Thank you very much for your positive review of myself and CI-Associates.
I am glad your experience to date has been to the professional standard, that you would expect from your Financial Advisor.
Kind Regards
Steven
AVOID, THEY ARE NOT FCA REGULATED SO THEY CAN SCAM YOU AND GET AWAY WITH IT
I had an advisor come to my house and tell me a pack of lies in 2013 and persuaded me to extract my 20k Armed forces Royal Marines pension as of great benefits and high returns. 7 years later my pension has not increased any of the years and is lower than what I extracted from Royal marines. These scumbags are not FCA regulated and thats how they get around this giving you poor and false financial advise so the FCA can't do anything because there not regulated. AVOID THESE SCUMBAGS AT ALL COST AS THEY HAVE TARGETED ARMED FORCES PERSONNEL PENSIONS AND IM NOT THE ONLY ONE THEY HAVE DONE THIS TOO.
July 31, 2020
Unprompted review
Reply from CI-Associates
Hi Nicholas,
Just so you are aware, I am Ex Parachute Regiment and I also transferred my Military pension, with an Introducer.
I, like yourself share a little disappointment with the returns on the pensions managed by Creechurch Capital, however it must be said that the pension in February 2020 was worth more than the initial transfer value, I have seen the very detailed email you have received from our operational team.
The company acted as introducers, assisting a number of ex-military personnel who asked to transfer their military pension over a 3 to 4 year period until the government stopped the transfers of all unfunded government pensions in April 2015…. at no point during this time did we as introducers offer or give advice. The procedures we had in place for assisting you in the transfer were FCA regulated where regulation required, they fulfilled strict criteria laid down by the Armed Forces Pension Scheme and ultimately HMRC who oversaw all pension transfers. The pension you have is a QROPS, a (Q)ualifying (R)ecognised (O)verseas (P)ension (S)cheme….Qualifying and Recognised by HMRC.
At the time of your transfer, regulation required that our presentation and your pension transfer were accompanied by FCA regulated advice, we were not FCA regulated and in your own case and all Harbour/STM transfers the services of Servatus were engaged to fulfil that statutory advice requirement. Within the application process you signed to acknowledge that you had received this formal advice from Servatus and that you wished to proceed with the transfer…..
The QROPS option offered to us by Harbour, now Harbour/STM and subsequently presented to you was a well-structured compliant solution , the investment platform was with James Brearley and the funds management function was outsourced as regulation required to an independent funds management company Creechurch Capital who have managed the funds on a full discretionary basis since inception.
Harbour/STM are your pension trustees, they oversee your pension in a very strict jurisdiction, they are the administrators on a day to day basis and custodians of UK and international laws relating to your pension.
We have no influence nor ongoing involvement with your pension, we offer basic administrative support in cases like this where our resources allow.
James Brearley are FCA regulated and offer a low cost investment platform.
Creechurch Capital have from the initial transfer managed your funds on a discretionary basis, they have made all the investment decisions and therefore solely responsible for the performance of the pension funds.
The fund’s performance has reflected a conservative funds management strategy adopted by Creechurch.
As per the live chat yesterday, I am more than happy to have discussion with you, on the solution going forward. Please feel free to email me direct steven.gillespie@ci-associates.com
Steven Gillespie
Managing Director - Latin America
https://www.linkedin.com/in/stevengillespie-international-financial-advisor/
Steven has always been very quick in…see above
Steven has always been very quick in replying to emails, and his replies have always been more than satisfactory.
When we have met online recently, he was friendly, professional and gave me all the information and advice I need.
I am very pleased how he has handled my affairs.
July 30, 2020
Unprompted review
Reply from CI-Associates
Hi Mark,
Thank you very much for your positive review of myself and CI-Associates.
I understand that you have a very long standing relationship with CI-Associates, it is my pleasure to continue to help, with your financial decisions.
Thanks again for introducing me to other colleagues
Kind Regards
Steven
Always on
Always ready to help and very responsive to all my questions.
Regarding investments, I'm sure they will be very good on the long term (which is the horizon we've been working on).
July 30, 2020
Unprompted review
Reply from CI-Associates
Hi Rodrigo,
Thank you very much for your positive review of myself and CI-associates.
I very much enjoy working with you, long may this continue!
The future is bright 👍🏻
ATB
Steven
Good experience
In general, I have had a really good experience with the process of getting my products. Marc took care of every of my questions, and has offered me with great investment opportunities.
July 30, 2020
Unprompted review
Reply from CI-Associates
Hi Marisol,
Thank you very much for your kind review of myself and CI Associates.
Glad to be off assistance and looking forward to seeing your investment flourish in the future
Kind Regards
Marc
Excellent service
Excellent service, polite and friendly. The staff go the extra mile to help your needs. Have recommended to friends and will keep recommending. 5*
July 30, 2020
Unprompted review
Reply from CI-Associates
Hi Elliot,
Thank you very much for your positive review of CI Associates.
It’s been great working with you and assisting your friends and colleagues.
Best Regards
Marc.
My latest experiences with CI
My latest experiences with CI - Asociates have been very positive. My new executive has been very proactive, aiding in resolving issues with my investments. Also through my new executive they have been very timely in providing information advice and taking into account my personal preferences and conditions.
July 30, 2020
Unprompted review
Reply from CI-Associates
Hi Brett,
Thank you very much for your positive review of myself and CI-Associates.
We look forward to working closely with you and continuing to provide satisfactory advice with regards to your investments.
Best Regards
Marc
Reliable company
I had a great experience with CI-ASsociates. Steven Gillespie was always available to support me also after I already had firmed the contract. The company shows transpacity and trustly.
July 29, 2020
Unprompted review
Reply from CI-Associates
Dear André,
Thank you very much for your balanced and fair review of myself and CI-associates.
It's something we've worked hard on and we're pleased our efforts resonated with you.
I appreciate your kind words and professional demeanor and look forward to working together with you for many years ahead.
Kind Regards
Steven
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