Speak to an Adviser

Cyprus – Financial Advice

Be supported by a dynamic and passionate local team.

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 Limassol. 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:

 

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 - Head of Investment Advisory

Lee Eldridge

Head of Investment Advisory

Andrew Lumley-Holmes

General Manager

Gillian Richards - Cyprus financial adviser

Gillian Richards

Private Wealth Manager

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.

Cyprus Head Office

Office 1
6th Floor
Panagides Court
Chrysanthou Milona 1
Limassol 3030
Cyprus

T: +357 2521 2858
T: +357 2521 2859

EMAIL

Trusted advice made simple