Chase Buckingham

Chase Buckingham is a dedicated and highly knowledgeable team of financial professionals with many years of experience in the industry. We take great pride in delivering a personable and high-quality service that is both professional and friendly. Our clients often recommend us to their friends, families, and colleagues, which speaks volumes about the level of satisfaction they have with our services. Based in Wimborne, Dorset, since 2002, we serve clients across the south of England and beyond.

As an independent business authorised by the Financial Conduct Authority, we have the freedom to research products and solutions from the entire market. Our advisers and non-advising staff are committed to providing the highest level of professional service, backed by continuous professional development. This ensures that we stay well-informed on financial markets, current affairs, and legislative changes at both the national and international levels. This knowledge is crucial in delivering a comprehensive and holistic service to our clients.

At Chase Buckingham, we regularly collaborate with solicitors, accountants, and other professional bodies on behalf of our clients and their families. This partnership ensures that complex legal and taxation issues are dealt with expertly at the appropriate time. We are a fee-based organisation, and all fees are confirmed prior to any work being carried out. Our clients can choose between a flat rate or an hourly rate, whichever they prefer.

Our Services

At Chase Buckingham, we offer comprehensive and personalised financial planning services based on your unique objectives. Here is a detailed description of the services we provide:

• Investment Planning: We provide expert investment advice that is tailored to your individual needs and risk tolerance. Our goal is to help you grow and preserve your wealth for the future.
• Retirement Planning: We help you plan for a comfortable and secure retirement. We will review your existing pension arrangements, recommend suitable adjustments, and help you make the most of your retirement savings.
• Protection: We offer a range of protection products, including life insurance, critical illness cover, and income protection. These products provide financial security for you and your family in the event of an unexpected illness or injury.
• Mortgages: Whether you are a first-time buyer, moving home, or looking to remortgage, we can help you find the best mortgage deal for your individual circumstances.
• Later Life Planning: We can help you plan for your later years, including equity release, long-term care fees, and estate planning.
• Inheritance Tax Planning: We offer expert advice on inheritance tax planning. Our goal is to help you minimise your inheritance tax liability and preserve your wealth for future generations.
• Insurance: We offer a range of insurance products, including home insurance, car insurance, and travel insurance.

Our Values

At Chase Buckingham, we are guided by the following values:

• Trust: We are committed to building long-lasting relationships based on trust and integrity.
• Professionalism: We maintain the highest standards of professionalism in everything we do.
• Expertise: We have the knowledge and experience to deliver expert financial advice.
• Personal Service: We offer a highly personalised service that is tailored to your individual needs.
• Partnership: We work in partnership with other professionals to ensure that our clients receive the best possible advice and service.