OUR SERVICES

Investments

Many types of investments. Many ways to invest.

We can guide you with experience and care.

There are various financial benefits that apply to expats and a whole host of offshore wealth management solutions that can help secure your financial well-being. Whether your future financial security was one of the reasons for choosing an expat career, or it’s simply a by-product of your choices you need to ensure it remains a priority by investing correctly.

You can optimise on opportunities and solutions that would otherwise not be available to you and structure your finances to put yourself in the best position from a tax perspective using overseas offshore investment products in order to reduce your liability. The savings that smart wealth management strategies can deliver can add up to tens or even hundreds of thousands of pounds, dollars or euros over your lifetime.

Keep things simple and safe and don’t invest in jurisdictions that are politically unstable, if you can’t afford big losses invest in lower risk options, always transfer any money directly to a product provider rather than via an adviser and do your research on adviser regulations in your jurisdiction and don’t take advice from those who aren’t regulated.

01.

Investment type.

Lump
Sum
Management

One off lump sum investments are an ideal way to invest for your long term financial goals. If you have a sum of money invested elsewhere that you feel isn’t getting the returns it should or could, a lump sum investment could be for you.

SPEAK TO AN ADVISER

02.

Investment type.

Discretionary
Portfolio
Management

An option for clients with £150,000 or more to invest, managed in conjunction with Brewin Dolphin, one of the UK’s leading wealth managers, founded in 1762 and one of the founding companies of the London Stock Exchange.

  • Have the day to day management and implementation taken care of because your time is valuable.
  • Choose a traditional solution or customise your options.
  • Set your own goals and establish your risk tolerance and future needs.
  • Exclude specific asset classes you would prefer not to invest in for political, ethical or religious reasons.
  • Have a direct relationship with your investment manager.
SPEAK TO AN ADVISER

03.

Investment type.

Regular
Savings
Plans

Regular investing is an alternative to investing a lump sum, this enables you to contribute on a regular basis to a long-term financial plan that ensures your financial security. As an expat it’s quite likely that you are not on par with those receiving their national and employer benefits and, in this case, you should consider setting aside a regular, affordable amount into a savings plan.

SPEAK TO AN ADVISER

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

Trusted advice made simple