How we work

Ben Todd Photography
Portland Bill, Portland

How we work

Chase Buckingham aims to make the complex world of financial services simple. We achieve lifelong professional relationships with our customers and future generations by leading them through the maze of information and choice. Together we create bespoke, simple and rewarding solutions to suit your personal aims and objectives. At each stage of your ‘financial’ journey through life, your objectives and requirements may change. We will guide and advise you to a clear, personalised outcome.

Our Advice process

Initial Meeting

An opportunity for us to find out about you and your personal circumstances. We will discuss your requirements and goals, understand your existing financial situation and agree your attitude to investment risk. Equally importantly, it gives you the opportunity to get to know us and how we work. We will discuss our service proposition, the advice we give and how we are regulated.

Our initial meeting is free of charge and without obligation. All personal and financial information is treated in the strictest confidence and will not be shared with anyone else without your permission.

Researching and Preparing our Advice

Chase Buckingham will consider your personal circumstances and prepare a report based on:-

  • Your objectives and goals
  • Your attitude to investment risk
  • Your current tax position
  • The options available and how these fit with current legislation.


      A chance to discuss our recommendation and confirm you are happy to work with us. Chase Buckingham can agree the level of service you require, the associated costs and the paperwork necessary to proceed with our recommendation.

      Our Ongoing Commitment to you

      Chase Buckingham firmly believes that the long-term relationship that we have with our clients is the foundation of good financial planning. Our ongoing service proposition provides open and regular communication between us and you. Our commitment to you means that changes in circumstances, priorities and goals will be regularly reviewed to ensure that financial solutions are still appropriate. In addition, we provide updates and analyses of financial markets and review taxation and legislative issues where they impact on you and your pensions, investments and insurances.

    • Ben Todd Photography
      Durdle Door, Lulworth