Chase Buchanan Wealth Management
Financial Advisors in Marbella
- Speaks English
- Unclaimed listing
- Marbella
About
Global wealth management firm providing specialist financial advice for expatriates living in Spain. Authorised and regulated by the Cyprus Securities and Exchange Commission (CIF Licence 287/15), offering services across the EU on a cross-border basis. Expertise in UK pension transfers (SIPPs, QROPS), retirement planning, investment management, tax planning, and estate planning for British and international expats. Comprehensive services include cross-border tax advice, wealth management, inheritance and succession planning, property investment guidance, and education fees planning. The firm helps clients navigate the complexities of Spanish tax residency, Modelo 720 declarations, and the interaction between UK and Spanish tax systems. Multilingual advisers provide personalised, long-term financial relationships with a focus on transparent, unbiased advice.
Specialties
- General Services
Languages
- English
Other locations
Chase Buchanan Wealth Management also has 3 branches in Spain.