SPEAK TO AN ADVISER
We have offices across Europe, clients globally and a team ready to advise and support your needs wherever you are.
Our Cyprus base is also our European head office and conveniently located in Paphos. Arrange a call back or local meeting to discuss how we can support all your financial needs.
Meet the Team
Who we are:
Financial advisers with a strong background in expatriate financial advice.
Depending on your requirements we can advise in Cyprus on:
- Private Client Investments;
- Pensions and Retirement Planning;
- SIPPS v QROPS;
- Expat Tax Planning;
- Expatriate Mortgages;
- Education Fees Planning;
- Health, Income and Illness Protection Arrangements;
- Corporate Services;
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The Cyprus team
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 clients wealth management and tax needs all under one roof.
Private Wealth Managers - Cyprus
Lee Eldridge
Group CEO / Head of Investment Advisory
Gillian Richards
Regional Manager / Private Wealth Manager
Christopher Zachariou
Private Wealth Manager
Upcoming Expat Events
Careful planning and consideration is required before making a move overseas, and for those with their sights sets on Cyprus, Private Wealth Manager Chris Zachariou and Your Overseas Home have a webinar coming up that you can’t afford to miss.
Recent Cyprus Expat Advice
Why take advice our expat financial advice in Cyprus?
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 our Cyprus office below.
We have offices in Cyprus, clients globally and a team that can support your needs wherever you are.
Download Guides for UK Expats
View our range of complimentary download guides, created to support your UK expat lifestyle, wherever you live now or plan to in the future.
Expat Tax Guide - Italy
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This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
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With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
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Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
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France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
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Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
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As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
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Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
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From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
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While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
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For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
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Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
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Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
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With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
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We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
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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
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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.
Investment Scams Guide
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In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
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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.
Retirement Planning
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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.
SIPPs v QROPS
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SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
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Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.
Expat Tax Guide - Malta
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Whether you’re planning your retirement on the beautiful Maltese islands, looking to purchase a property, invest, or relocate permanently to the Mediterranean coastline, protecting your wealth is important.
