The Latest Webinar from Chase Buchanan Private Wealth Management and A Place in the Sun Available Now
— Specialists in expat financial advisory services, Chase Buchanan Private Wealth Management, have launched their latest complimentary online webinar, now available in partnership with A Place in the Sun.
The webinar, Avoiding Costly Mistakes Abroad: An Expert’s Guide to Expat Financial Planning, is hosted by presenter Liz Rowlinson, with a straightforward Q&A format that addresses the most common questions and concerns of expats living overseas.
Chase Buchanan’s Most Recent Webinar Clarifies Key Financial Management Considerations
Chase Buchanan is represented in the webinar by Edward Deane, part of the firm’s Advisory Team, who specialises in assisting clients with overcoming the challenges of living, working and retiring abroad.
As the latest webinar in a series of free publications and resources aimed at empowering expats and highlighting errors and mistakes that can derail financial plans, the episode covers several aspects of relocating and managing finances at different life stages.
It also looks at common myths and misconceptions, which create barriers preventing expats from accessing professional, reliable support, including beliefs that:
International financial advice is only available or suited to the wealthiest families
Personalised financial planning guidance is prohibitively expensive
UK financial advisers have the knowledge and ability to handle all international issues
There are high risks associated with international advice
Viewers are led through the Chase Buchanan onboarding process and given insight into what the relationship between a wealth manager and a client looks like, emphasising that advice is fully tailored to the individual’s life stage, aspirations, current assets, and circumstances.
Edward explains that financial management is strongly focused on providing guidance on how to ensure a client is financially secure, fully informed, and has access to reliable guidance on areas such as tax efficiency and the timing of moves or retirement.
First Hand Testimonials Within the Expert’s Guide to Expat Financial Planning Webinar
Liz invites Phil Lynch, a Chase Buchanan client, to the webinar to share his own experiences as an expat working alongside the firm. He explains that, having worked abroad in Saudi Arabia, he faced recurring issues when seeking proper guidance on how to manage pension transfers.
Having been recommended Chase Buchanan by a friend and concerned about the aggressive tactics deployed by localised advisors, Lynch contacted the company and was impressed by their grasp of the complexity of the situation and the importance of regulatory compliance across all relevant jurisdictions.
Phil says that Chase Buchanan has ‘Taken the time to understand me and my family’s particular circumstances’ and ‘exceeded expectations in two areas. Chase Buchanan worked hard to take costs out of my financial plan’ and ensured that investments made for his children were ‘ready for their investment journeys in life.’
Lee Eldridge, Group CEO and Head of Investment Advisory at Chase Buchanan Private Wealth Management, says, ‘Many thanks to Ed and Liz for this excellent webinar, and to Phil for contributing his time to share thoughts about the real-world impacts smart, tailored advice can make to expats in securing their financial futures.
Financial planning mistakes are, unfortunately, far from rare, but they’re also avoidable with the right support and the relevant knowledge about tax regulations, pension products and investment routes in all applicable countries, something that is demonstrated so clearly within this discussion.’
The webinar is freely available now and is just under 30 minutes long. Links to complete a contact form to get in touch with Chase Buchanan or submit a question, and access to a complimentary downloadable Financial Advice for Expats brochure are also provided.
About Chase Buchanan Private Wealth Management
Chase Buchanan is an independent provider of dedicated financial advisory and wealth management support for expatriates around the world, with multiple offices across Europe and North America, assisted by a UK-based Administration Centre.
The firm offers clients personalised guidance with a comprehensive range of financial planning areas, including cross-border taxation, real estate, investments, and pensions.
Further resources, including downloadable guides and articles, are published regularly on the Chase Buchanan website, within a searchable Knowledge Hub.
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About the company: Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, the UK and the USA.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15 and offers its services in the EU on a cross-border basis as per the provisions of MiFID.
Chase Buchanan Insurance Services, Agents & Advisors is authorised and regulated by the Cyprus Insurance Companies Control Service with License No 6883 and offers services in the EU on a cross-border basis as per the provisions of the Insurance Distribution Directive (IDD).
Investing in financial instruments involves risk and may not be suitable for all investors. The value of investments may go up as well as down and past performance is not a reliable indicator of future results. You may lose part or all of your invested capital.
Contact Info:
Name: Hollie Harvey
Email: Send Email
Organization: Chase Buchanan Ltd
Website: https://chasebuchanan.com/
Release ID: 89182529
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