"Edward is my third advisor and the best one by a country mile. Any questions I have he replies straight away . He keep up to date with my investment and I’m happy he’s helping me"
"I understand why you are seeking first hand experience of Chase Buchanan, it is a huge decision when choosing someone to trust with your financial future. Lee Eldridge was unknown to me at first and I was very cautious, asking many questions about his background, experience, career success, track record and overall integrity. I wanted proof! Every query was dealt with in a transparent and direct..." Read more
"If we’re honest it’s not very often you feel completely at ease with someone from the financial world, especially if you have little or no prior knowledge as in my case - with investing. A good friend of mine recommended Quentin and she wasn’t wrong in doing so. Although I had spoken to and met with several other financial advisors to help with a recent inheritance, Quentin was definitely the one..." Read more
"We have found Quentin very good with our transactions in investing our money into savings and he keeps us up to date with any changes we need to know. Always there when you need to ask for advice."
"Chase Buchanan, and in particular its principal, Lee Eldridge, has managed our personal investment portfolio for several years now. We are very satisfied with the results and the service. Lee maintains regular contact with us, updating us on the investment environment and the performance of our portfolio, and involving us in strategy setting. The outcome has been growth in the upswings and protect..." Read more
"I have been active as an entrepreneur in Zürich for several years and have recognised Malcolm McDowell to be a great help both personally and professionally. Malcolm advised me on ways to release what appeared to be frozen assets from the UK and skilfully constructed in their transfer with no tax charge incurred. This has been a substantial help for my business during its start-up period. Further,..." Read more
"Malcolm’s knowledge areas spans a significant number of different subjects and so we’ve benefited from holistic financial planning, instead of having to research the market ourselves. Indeed this saves a lot of time and energy."
"As a UK expat domiciled in Alberta and planning to retire here, obtaining specialist pensions advice I trusted was a lot more difficult than I expected. The rules governing UK pension assets are complex and change regularly. Since 2015 I have received many enquiries from overseas fund advisors offering pension consolidation and investment services. Most of these services were genuine, but not all...." Read more
"I had been considering my pension options for a while, however, required assistance to fully understand the various options available to me. In connecting with Gillian Richards, who has provided excellent financial advice, my Financial Plans are now in place for my retirement. I am extremely happy with the service received from Gillian and am very grateful that Gillian is always proactive in keepi..." Read more
"Ian has been guiding me through the process of consolidating and investing pension funds I had accrued in the UK before moving to Canada. At each step he has been very supportive and has provided very clear guidance. Given the current times it has been very reassuring for me to have Ian looking after my investments. I would highly recommend entrusting Ian with your wealth management needs."
"I have put my financial planning in the hands of Rob over the past 3 years having lost a large proportion of my pension through poor investment advice from a previous adviser. Rob has been very sensitive to my past experience and worked tirelessly and diligently to ensure growth in my current portfolio. I was an expat when I first invested through Rob and have since returned to U.K. Rob’s experien..." Read more
"Malcolm McDowell has provided invaluable help with both my ongoing investments and my retirement planning. I find him to be thorough, professional and sensitive toward my specific requirements and issues. He is most knowledgeable in the field of UK pensions, which is of great benefit for good planning in today’s economic climate. I would recommend Malcolm McDowell to anyone seeking financial advic..." Read more
"We first made contact with Lee Eldridge and his team 4 years ago with a view to setting up a low risk investment portfolio to provide us with a sound financial basis for the future. Since that time, Lee has provided excellent financial advise and has been enormously helpful in setting us up with a successful portfolio which completely meets our requirements. He and his team are completely profess..." Read more
"I wish to formally record my sincere thanks to you and your colleagues at Chase Buchanan for your assistance over the past 12 months. The professional way in which you have dealt with the issues that were troubling me has been much appreciated. The level of comfort you have engendered has far exceeded my expectations to the extent that I am once again able to relax and enjoy life! I only wish I ha..." Read more
"We have always saved money and tried to contribute as much as possible into our pensions however with hindsight I realise that my approach to maximizing the return on our investments was very amateurish, it was only after we started to work with Lee as our advisor in April 2016 that I feel for the first time in my career our pensions and savings are working as hard for us as we are working to pay..." Read more
"I appreciate your calm and sensible manner, your patient advice, and your ability to speak plain English when discussing investments and financial matters."
"I can't recommend Ian highly enough at Chase Buchanan. From first contacting him to the help he is still giving me is 1st class. Every question/problem I've encountered he has help me no-end and is fully approachable with quick replies ,would fully recommend this company"
"It’s been my pleasure to have known John for over 6 years. He is personable, never fails to hear me, out a great listener but also assists me to get matters in the right perspective I’ve observed his career development with interest and my confidence in his advice has progressively grown over this time. Whilst my financial resources are relatively modest and I think fair to say somewhat complic..." Read more
"Honest, transparent and professional."
"Robert is excellent at what he does and sorted out my pension which had been left in a serious mess created by another company. He builds a good and lasting relationship with his clients because he listens to them as well as giving solid advice. A gentleman of complete integrity who works efficiently and tirelessly. He has a vast amount of experience within financial services which he uses to advi..." Read more
"The experience with Chase Buchanan has helped me realise a footballers’ career is a short one and getting my finances in shape as quickly as possible is essential."
"Have dealt with Ian at Chase Buchanan from the start. He took me though all the stages of consolidating my various works pensions and setting my pension up, and has helped with explaining thoroughly what the process is. He's also helped when some of my other pension schemes were dragging their feet. Ian has been a great support through thick and thin. I would recommend him and the business. Now..." Read more
"Just wanted to let you know that I am incredibly happy with the Portfolio Update you sent me recently. I can honestly say that my portfolio has made more profit in 3 months with you than 5 years with my previous company. Keep up the good work."
"I have been advised by Gillian Richards since August 2016, and have found her to be excellent. Gillian has kept in contact with me on a regular basis and kept me updated on the performance of my plans. Her knowledge and advice is outstanding in managing my funds. I have recommended Gillian to my friends and will continue to do so."
"I feel very fortunate to have had Quentin recommended to me as my financial advisor. He has travelled that extra mile in order to put my investments in place. Especially through a very difficult year in the middle of a pandemic. Quentin is always available if I have any questions either by telephone or e-mail and he is extremely reliable and professional. He gives me peace of mind knowing my inves..." Read more
"Prior to meeting Malcolm McDowell I already had several financial advisers but Malcolm really differentiated himself in his expertise on UK pensions. Malcolm has helped me take control and get the dormant pension assets I had left in England growing again, and I’ve been really impressed with the efficiency and professionalism of the process. Malcolm has shed light upon some disturbing deficiencies..." Read more
"Quentin has a well-earned reputation as an expert in his field, with many years experience in meeting the requirements of his clients. I have confidently recommended him to many of my own customers, as I know his advice is useful and correct. It is well worth contacting him if you have a related query."
"I had been considering my pension options which I did not fully understand. After meeting and chatting with Lee Eldridge I now have my financial plans in place. I am very happy with the service provided by Chase Buchanan. They keep me regularly informed and would recommend them to others."
"Quentin has been very helpful and knowledgeable with the advice he has given us in changing our investments. He has taken great care with explaining his recommendations and assisting us with the paperwork to complete the transaction. We feel very comfortable in recommending Quentin."
"I have been working with Ian for over a year and he has been an outstanding support. Thoroughly recommend."