We can help
We’ve got you covered
While you accumulate your wealth, it’s essential to ensure you properly protect your financial position.
Your health and life are vital to your earnings potential and the future of your family, without properly protecting your finances, you may be putting them at risk.
This is one area of financial planning people often ignore and it’s crucial; you need to know what happens if you are sick, injured or worse – are you leaving your family in a secure financial situation? Most overseas contracts don’t have the same level of benefits as those in the UK so make sure your family are always protected, no one thinks it will happen to them but of course it can, and if it does you don’t want the extra worry just peace of mind.
Download our Health, Income and Life Protection guide and find out more.
“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