- Lucy First Name
- Brand Last Name
- Chase Buchanan Company Name
- Urbanização Vila Sol, Lote 35, Vila Sol Plaza, Loja 6,7 and 8, 8125-307 Quarteira Billing Address
- 980658330 VAT Number
Chase Buchanan is a highly regulated wealth management company.
We specialise in providing global finance solutions for those with a global lifestyle.
We are global financial advisers, supporting expatriates around the world from our regulated European headquarters.
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 client’s wealth management and tax needs all under one roof.
Our mission is to help our clients plan for their future and provide insight and advice that enables them to achieve their life goals. We provide clear, unbiased, jargon free advice and unparalleled ongoing support and reviews.
We are highly focused on developing long term relationships and making sure we meet our client’s expectations every step of the way. With that in mind we only use regulated providers, products and funds, in regulated jurisdictions and we will only act for clients where we can represent their best interest at all times.
We have offices around Europe, clients globally and a team that can support your needs wherever you are.
– Investments
– Financial Planning
– Retirement Planning
– Pensions
– Insurance
– Corporate Services
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