"I would recommend without hesitation Charter Square  to any returning Kiwis... (their) service was effective both in terms of UK tax savings and the ultimate arrival of the funds into New Zealand.  I was also impressed with the service I received from Charter Square."

Sherridan Cook - Senior Solicitor

Auckland

Daring to be different

We have a pretty simple process its called listening to what our clients really want. 

Once we have done that we go away and work really hard to come up with something that is worthwhile.

"I selected Charter Square to undertake the transfer of my UK pension because of its innovative and value driven approach.  Despite repeated frustrations with the UK provider, Charter Square were quickly on the case and got the transfer back on track with minimal delay, providing me with regular updates throughout the process.   Overall, Charter Square provided a professional client focused service that I would have no hesitation in recommending to anyone looking to transfer their UK pension back to NZ"

Francis Evett - Senior Manager

Wellington

"I thought transferring my local government UK pension fund back to NZ and releasing the funds would be a real red tape nightmare. But the process was clear, easily understood and much quicker than I anticipated"

Bryce Pedersen - Former Head Master

Wellington

"Charter Square has been providing me services since 2004.  In this time I have found them very helpful and flexible in assisting me with both my UK pension transfer and more recently facilitating my domestic pension activities.  I have found the service they have provided to be flexible (being tailored to my needs), prompt and efficient.  I do not hesitate to recommend their services to others."

Jeremy Wade - Senior Manager

Wellington

"Charter Square delivered everything I needed to repatriate my superannuation fund from the UK. They kept me up to date on the process all the way along and had the funds in NZ in the timeframe they had set out. I had full confidence throughout the transfer and Charter Square delivered exactly what they said they would."

R De Luca - Manager

Auckland

"Charter Square went the extra mile in terms of wading through the immense amounts of red tape and complexity which engulfed the process of transferring my three pensions from the UK to NZ. They overcame it all, and successfully brought all my pensions back without a hitch.  A service I would highly recommend."

M Cranna - Managing Director

Auckland

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