Chase Buchanan Global Wealth Management

Risk Management and Compliance - Fully regulated wealth management advisors. - Authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15. - Services offered in the EU on a cross-border basis as per the provisions of MiFID. - Provides a Risk Disclosure and Warnings Notice. - Investing in financial instruments involves risk and may not be suitable for all investors; value of investments may go up as well as down, and past performance is not a reliable indicator of future results. Clients may lose part or all of their invested capital. Wealth Management and Financial Planning - Fully regulated wealth management advisors specializing in global wealth management solutions for expats across the globe. - Provides global finance solutions for those with a global lifestyle. - Offers financial advice for expatriates around the world from regulated European headquarters. - Services include Investments, Financial Planning, Retirement Planning (including UK Lifetime Allowance and Standard Fund Threshold guidance), SIPPS v QROPS, UK Pensions Transfers, US Connected Persons, Education Fees Planning, and Life and Critical Illness Insurance. - Offers free guides on topics such as Retirement Planning, SFT, UK Lifetime Allowance, Investment Scams, Health, Income & Life Protection, Education Fee Planning, and Offshore Investment. Asset Management - Offers investment services aimed at making the most of clients' money. - Features investment specialists available for discussion. Trading and Brokerage - No explicit mention of trading or brokerage platforms. Corporate Finance and M&A - Provides Corporate Services. Market Analysis and Research - Offers Financial Knowledge resources including global updates and opinions. Regulatory Environment and Governance - Fully regulated wealth management company. - Authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15. - Operates under the provisions of MiFID for cross-border services in the EU. - Provides information on regulations and company documentation. Economic Analysis and Forecasting - Offers Financial Knowledge resources and global updates that likely include economic analysis. Customer Relations and Experience - Focuses on providing trusted and simple financial advice. - Offers appointments and calls with investment specialists. - Features a Feedback & Reviews section. - Provides a Client Login for clients to access their accounts. Global Financial Systems - Provides global finance solutions and serves as global financial advisers supporting expatriates around the world. - Has international offices in multiple countries.