Later Life Planning

Investment Planning

Protection

Insurance

Inheritance Tax Planning

Retirement Planning
Mortgages
The financial world can be extremely complex and overwhelming. At Chase Buckingham we help you to recognise your financial aspirations and provide ongoing advice, support and guidance. We are independent financial advisers and provide solutions from all products and services across the financial services market.
Investment Planning
Whether you are looking to invest for income, growth or to gift money, we provide professional advice and access to the best investment solutions.
Retirement Planning
Whether you are building your retirement savings, are approaching retirement or have reached retirement age, we can help you with a suitable strategy.
Protection
Family protection is the foundation of financial planning and should ideally be an individual’s first priority. If you have a business, people are your most important ‘asset’. We offer a comprehensive range of business and personal insurance protection policies. 
Mortgages
For most people a mortgage is the largest financial commitment they will ever make. Choosing the right product is essential and cost saving. 
Later Life Planning
Meeting the cost of residential and nursing care in later life is a growing issue for many people. With individuals living longer many will require some form of long-term care. 
Inheritance Tax Planning
Preserving wealth to pass on as much of your estate to your loved ones by minimising the impact of inheritance tax is a key concern for many. 
Insurance
Whether you are insuring yourself, your business or your home, we can find the most appropriate and price competitive product.
The financial world can be extremely complex and overwhelming. At Chase Buckingham we help you to recognise your financial aspirations and provide ongoing advice, support and guidance. We are independent financial advisers and provide solutions from all products and services across the financial services market.
Investment Planning
Whether you are looking to invest for income, growth or to gift money, we provide professional advice and access to the best investment solutions.
Retirement Planning
Whether you are building your retirement savings, are approaching retirement or have reached retirement age, we can help you with a suitable strategy.
Protection
Family protection is the foundation of financial planning and should ideally be an individual’s first priority. If you have a business, people are your most important ‘asset’. We offer a comprehensive range of business and personal insurance protection policies. 
Mortgages
For most people a mortgage is the largest financial commitment they will ever make. Choosing the right product is essential and cost saving. 
Later Life Planning
Meeting the cost of residential and nursing care in later life is a growing issue for many people. With individuals living longer many will require some form of long-term care. 
Inheritance Tax Planning
Preserving wealth to pass on as much of your estate to your loved ones by minimising the impact of inheritance tax is a key concern for many. 
Insurance
Whether you are insuring yourself, your business or your home, we can find the most appropriate and price competitive product.
Ben Todd Photography
Durdle Door, Lulworth