What makes us different?
Not all wealth management firms are equal, at Chase Buchanan we like to do things differently. Our overarching aim is to be the most trusted, client friendly wealth management company in the market.
Only qualified advisers
All our Financial Consultants are qualified to at least CySEC Advanced, CISI or CII Level 4 (in line with UK FCA standards), some hold Chartered Status Level 6 or 7 qualifications (post graduate professional level). They are further supported by our specialist tax experts, a Tax Barrister and Chartered Tax Advisors. This sets Chase Buchanan apart in the international wealth management market and you can be sure you will only deal with the most technically skilled advisors.
Advice in writing, with transparent and fair charges
All of our advice is confirmed in writing prior to any work being undertaken on your behalf, this includes all our fees and charges which are clearly outlined before you become a client.
Bi annual reviews
We are fundamentally focused on creating long term relationships rather than short term fees. Our commitment to our clients is to have a thorough review at least once every six months in addition to the typical access you would have to your adviser at all times via phone or email.
Regulated Investment Management
We only use regulated investments, located in regulated jurisdictions such as the UK, Europe and the USA. This means all of our clients’ money is managed sensibly and responsibly by qualified and regulated professionals.
All wealth management solutions are tailored for clients with a global lifestyle in mind ensuring tax and currency efficiencies are maximised. With offices across Europe, and from our 2 central administration centres in the UK and Cyprus we look after clients all over the world.