Chase Buchanan Portugal

Chase Buchanan is a financial advisory company regulated within the EU by CySEC (287/15) with permission under MiFID to passport to all EEA Member States, including the UK (FCA 762546). In addition, Chase Buchanan USA is regulated via the Beacon Global Advisor Network by the SEC (Securities and Exchange Commission).

Chase Buchanan provides unbiased financial and tax planning solutions across many jurisdictions to both private and corporate clients. We provide impartial wealth management and cross border 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.

Chase Buchanan is 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 cross border and estate planning with the help of our specialist tax team and tax barrister.

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