To help understand often complex financial products and services, we have created a series of detailed guides to get you thinking about what you need to know before talking to an adviser.
SIPPs v QROPS
SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions. They allow investors to choose their own investments or select an investment manager to look after the portfolio for them. A Qualifying Recognised Overseas Pension is an international pension plan recognised by the HMRC.
Education Fee planning
If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
While you accumulate your wealth, it’s essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
If you’re thinking about your retirement plan, it’s likely that you are considering whether a pension is the right thing to invest in. There’s a lot of conflicting information out there about pensions. Download our definitive guide to retirement planning which will give you the background into pensions and different types of pension schemes.
“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