At Chase Buchanan we pride ourselves on being different, our overarching aim is to give high quality, trusted advice that’s in the very best interests of our clients and to be trusted to deliver just that.
Why Chase Buchanan?
What sets us apart?
We strive to provide the best level of service in the industry which means having the right regulations, the right structure and the right people.
We place value on the calibre of our advisers who are qualified to at least CySEC Advanced, CISI or CII Level 4 (in line with UK standards) or hold Chartered Status Level 6 or 7 qualifications (post grad /professional level) while being supported by our specialist Tax Barrister and Chartered Tax Advisers. This enables Chase Buchanan to seamlessly integrate services that support our international client’s wealth management and tax needs all under one roof.
Our mission is to help our clients plan for their future and provide insight and advice that enables them to achieve their life goals. We provide clear, unbiased, jargon free advice and unparalleled ongoing support and reviews.
We are highly focused on developing long term relationships and making sure we meet our client’s expectations every step of the way. With that in mind we only use regulated providers, products and funds, in regulated jurisdictions and we will only act for clients where we can represent their best interest at all times.
We have offices around Europe, clients globally and a team that can support your needs wherever you are.
Why take advice from
You have a choice who you take investment advice from and why;
We provide a thorough, detailed wealth management service – our aim is not to sell but to advise. We invest time making sure we really understand your circumstances and only recommend products that are suitable for them.
All our advisers have the qualifications, experience and knowledge necessary to give professional wealth management advice. They hold appropriate professional qualifications relevant to their specific jurisdiction.
We are regulated via CySEC and the ICCS under the Markets in Financial Instruments Directive (MIFID II) and under the Insurance Distribution Directive (IDD).
We disclose our fees and commissions when we start to work with you, we explain what you are paying for, when and why. Before any transactions take place, we provide a recommendations report that includes a breakdown of costs for your review and agreement.
From our board members to our advisers and support team there is nothing more important to us all than providing our clients with the highest level of professional service. We pride ourselves on the level of relationships we build, and on the referrals we receive as a result.
Chase Buchanan retains its independence through private ownership, so no bank, insurance company or financial institution influences the products we offer or the advice we give, we work purely in the interest of clients.
If you would like to find out more about Chase Buchanan or any of our products or services – please feel free to contact us at firstname.lastname@example.org.