Mortgages Financial Services Business Services Insurance Accountants Chase Buchanan Wealth Management – private wealth management provides trusted financial advice to help you make good decisions and to make the most of your money. With an expert team to help expats in Portugal manage their wealth and taxation efficiently, providing global solutions to those with a global lifestyle
 
Chase Buchanan can advise on:

• Private Client Investments;
• Pensions and Retirement Planning;
• SIPPS v QROPS;
• Expat Tax Planning;
• Expatriate Mortgages;
• Education Fees Planning;
• Health, Income and Illness Protection Arrangements;
• Corporate Services;

Why choose Chase Buchanan Wealth Management for your expat financial advice in Portugal?
One size does not fit all, particularly when it comes to finances. That is why Chase Buchanan focuses on your individual needs and circumstances to ensure delivery of strategic, relevant advice on taxation, investment, pensions and more.

Chase Buchanan is a highly regulated wealth management company. Each team advisor holds excellent professional accreditations and is regulated to the highest standards. The local Algarve team, with offices at Vila Sol near Vilamoura, is dynamic, expert and committed to providing tailored and accurate advice and suggestions to help their clients efficiently manage their finances. Check the gallery below to meet the Algarve team.

Supported by in-house tax advisory specialists, the team works to optimise your taxation efficiencies, help you choose the best products, and select the most secure investment propositions for you.

Wealth management requires a suite of advice, targeted to each aspect of your finances. The Chase Buchanan team are proud to come together to provide comprehensive services, drawing on expertise from every area of investment, financial and taxation knowledge.

Being a privately owned firm allows scope to recommend products, and provide advice from a wide range of investment opportunities, with a commitment to only every recommending actions that are based on your unique circumstances and that are in your best interest.
 
Chase Buchanan Wealth Management advisors work with clients throughout the stages of their investment strategy, providing honest, open advice. Every fee is disclosed for approval before work taking place, and an annual report is a transparent way of ensuring you stay firmly in control of your finances.
 
The local Algarve team based near Vilamoura are on hand to answer any questions you may have about any aspect of their services. There is also a series of free guides available on a range of subjects such as residency, tax guides and pensions, which you can download:

• Expat Guide to Taxes in Portugal
• Portugal Residency Guide
• UK Expats' Guide to Retiring in the EU
• Guide to International Pension Transfers
• The Little Booklet of Investment Scams

And take a look at the excellent Chase Buchanan videos packed with advice on moving to Portugal and the financial and tax considerations of that move. 

• Chase Buchanan Portugal Advice videos

 






If you would like to find out more about Chase Buchanan Wealth Management, products or services – please contact info@chasebuchanan.com or click the ENQUIRY button above.
Or you can schedule a call with a consultant via the Chase Buchanan website.
 
Chase Buchanan has offices in Portugal and around Europe, helps clients globally, and has a committed team that can support your needs wherever you are.

Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15.
Chase Buchanan Ltd offers services in the EU on a cross-border basis as per the provisions of MiFID.
 
 

Contact

• Click for Phone Number +351 308 802 691