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 under the European single market directive MIFID have the required permissions to advise on investment products in all EEA member states and via the Insurance Companies Control Service (ICCS) to provide insurance advice under the IDD directive.
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 and we provide an ongoing annual update on all your costs and charges throughout the lifetime of your relationship with us.
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.
The services we offer and the way we work are aimed at helping you manage your wealth so you and yours can enjoy the life you planned.
“Just wanted to let you know that I am incredibly happy with the Portfolio Update you sent me recently. I can honestly say that my portfolio has made more profit in 3 months with you than 5 years with my previous company.
Keep up the good work.”Mr Rigby
“We have been using Chase Buchanan for around two years now and have found their services to be excellent especially Lee Eldridge who has kept in contact on a regular basis. His knowledge and advice has been outstanding in managing our funds. We have recommended Chase Buchanan to many of our friends and will continue to do so. We have also just taken on a SIPP for my wife as we have been so pleased with the service and performance so far.”Mr & Mrs Sebborn
“I wish to formally record my sincere thanks to you and your colleagues at Chase Buchanan for your assistance over the past 12 months. The professional way in which you have dealt with the issues that were troubling me has been much appreciated. The level of comfort you have engendered has far exceeded my expectations to the extent that I am once again able to relax and enjoy life! I only wish I had found you earlier- thanks once again.”S Robertson
“I had been considering my pension options which I did not fully understand. After meeting and chatting with Lee Eldridge I now have my financial plans in place. I am very happy with the service provided by Chase Buchanan. They keep me regularly informed and I would recommend them to others.”J Murphy
“We have been involved with Chase Buchanan since late 2016 and can only say that we have had fantastic service and advice all the way through. Lee and his office staff are there to answer any questions or queries and go out of their way to ensure everything runs as smoothly as possible. Our portfolio is under constant monitoring and the advice from Chase is always welcome. We feel we could not be in better hands and look forward to many more years working together.”Mr & Mrs Martin