Chase Buckingham plc offers comprehensive and personalised financial planning based on your individual objectives. Our carefully designed solutions aim to secure your assets and preserve your wealth for the future. Chase Buckingham are a professional, client-focused organisation based in Wimborne, Dorset but providing advice and services across the south of England and beyond.
We believe in an holistic approach to financial planning and create solutions which are bespoke for each individual. Throughout each stage of a customer's life our tailored, personalised service offers security and peace of mind for existing customers and future generations. In accordance with the Government's recommended advice to work from home where possible, we have made the decision to continue working remotely.
We believe in an holistic approach to financial planning and create solutions which are bespoke for each individual. Throughout each stage of a customer's life our tailored, personalised service offers security and peace of mind for existing customers and future generations. In accordance with the Government's recommended advice to work from home where possible, we have made the decision to continue working remotely.
Services
Chase Buckingham are a small but highly experienced team of individuals who have worked in the financial services industry for many years. We pride ourselves in offering an exceptional level of service which is both professional and personal. Our approach is friendly and client-focused, and we are regularly recommended by existing clients to family members, friends and colleagues.
Each client we work with is unique, therefore, every financial solution is tailored to the circumstances of each individual. Explaining how Budget announcements will impact on income, capital and taxation and how they may best be accommodated and utilised. Ensuring that investments are owned by the correct individual to avoid paying unnecessary tax.
The financial world can be extremely complex and overwhelming. At Chase Buckingham we help you to recognise your financial aspirations and provide ongoing advice, support and guidance. We are independent financial advisers and provide solutions from all products and services across the financial services market.
Chase Buckingham aims to make the complex world of financial services simple. We achieve lifelong professional relationships with our customers and future generations by leading them through the maze of information and choice. Together we create bespoke, simple and rewarding solutions to suit your personal aims and objectives.
In the last few years legislation surrounding pensions has created more choice about the way retirement savings may be taken. This has, in turn, made pensions an increasingly complex area, with many people holding multiple different types of pension plan. We can review all your existing arrangements and help you better understand your options.
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