Chase Buchanan

Chase Buchanan provides unbiased financial solutions across many jurisdictions to both private and corporate clients. We provide impartial wealth management and tax solutions to clients from many walks of life, locations and nationalities, our aim is to provide all our clients with the best quality of advice available in the industry.

We are not tied to any particular organisation so no bank, life or investment company influences the solutions we offer.

We place emphasis on handling clients’ affairs discreetly and responsibly and work internationally helping clients with UK pensions, investment strategies and reviewing existing investments or portfolios alongside tax planning with the help of our tax accountant and barrister.

We pride ourselves on providing the highest levels of service possible with a no strings attached approach to creating tailored financial solutions

Our Services

  • Regulated Financial Advice
  • Portfolio Reviews
  • Lump Sum Investment & Management
  • UK Pension Transfers (SIPPs & QROPS)
  • Irish Pension Transfers (IORPS)
  • Retirement Planning
  • Education Fee Planning
  • Regular Savings Plans
  • Personal & Corporate Tax Planning
  • Succession Planning including IHT Mitigation
  • Health, Income & Life Protection

 

Whatever your goals, we have the solutions to simplify and implement your financial plans and we look forward to sharing our knowledge and experience with you.

TESTIMONIALS 

“Ian has proved to be a very involved, open and friendly Client Adviser and for which, I am very grateful. Having confidence that one’s fund will be professionally invested and managed is vital.” Peter Kidman 

“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.” S Robertson

CONTACT

Website: Chase Buchanan

Email: alex.ives@chasebuchanan.com

Phone: +351 308 802 691 or +44 (0)7512 512068