Chase Buchanan Wealth Management
#1
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Thread Starter
Joined: Mar 2016
Location: SW Ontario
Posts: 474
Chase Buchanan Wealth Management
Hello All,
I have been approached by this company to discuss moving my UK private pension to one that this company manages. The company deals with expat pension pots.
The agent has provided me with links to FCA and CySec, as well as reports of the funds performance and a letter of authority to complete/sign.
I can see from CySec(Cyprus) the company licensed from 2015. But unable to see anything else, not sure if that is meant to be that way.
FCA I cannot see the company the company listed. But I do see the agent listed, again does not have the company name listed under there details.
Has any one heard or used this company?
Any other advice would be greatly welcomed/appreciated.
I have been approached by this company to discuss moving my UK private pension to one that this company manages. The company deals with expat pension pots.
The agent has provided me with links to FCA and CySec, as well as reports of the funds performance and a letter of authority to complete/sign.
I can see from CySec(Cyprus) the company licensed from 2015. But unable to see anything else, not sure if that is meant to be that way.
FCA I cannot see the company the company listed. But I do see the agent listed, again does not have the company name listed under there details.
Has any one heard or used this company?
Any other advice would be greatly welcomed/appreciated.
#2
Banned
Joined: Apr 2009
Location: SW Ontario
Posts: 19,879
Re: Chase Buchanan Wealth Management
Personally, I would avoid ANY company that approaches you (cold calling).. if you want to move your pension then do the required due diligence and choose a company for yourself, and approach them.
https://chasebuchanan.com/ / https://chasebuchanan.com/offices/canada/
You may find our wiki on the subject of use.. https://britishexpats.com/wiki/Trans...ions_to_Canada
https://chasebuchanan.com/ / https://chasebuchanan.com/offices/canada/
You may find our wiki on the subject of use.. https://britishexpats.com/wiki/Trans...ions_to_Canada
Last edited by Siouxie; Feb 8th 2021 at 2:12 am.
#3
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Joined: Oct 2010
Location: A Briton, married to a Canadian, now in Fredericton.
Posts: 4,854
Re: Chase Buchanan Wealth Management
Personally, I would avoid ANY company that approaches you (cold calling).. if you want to move your pension then do the required due diligence and choose a company for yourself, and approach them.
https://chasebuchanan.com/ / https://chasebuchanan.com/offices/canada/
https://chasebuchanan.com/ / https://chasebuchanan.com/offices/canada/
#4
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Joined: Sep 2017
Location: Halifax, NS
Posts: 345
Re: Chase Buchanan Wealth Management
I got approached by them on LinkedIn. They clearly didn't read my profile and see what I do for a living (financial planning) which doesn't suggest an eye for detail.
#5
Banned
Joined: Apr 2009
Location: SW Ontario
Posts: 19,879
Re: Chase Buchanan Wealth Management
UK pension investment company...
W1 Investment Group
#6
Re: Chase Buchanan Wealth Management
I don't know them but every so often I get contacted by some wealth management company via linked in - despite my LI profile making it clear that I don't want to be contacted on the subject. A search of the people contacting me on LI generally leads one to find that they were selling double glazing 3 months ago and now work for a dodgy outfit based in Dubai/Cyprus/AN Other juristiction. I just wouldn't deal with a anyone who cold calls on this subject.
IIRC IA Clarington have the only Canadian QROPS scheme registered at present and they only permit you to open one up of you are already 55.
IIRC IA Clarington have the only Canadian QROPS scheme registered at present and they only permit you to open one up of you are already 55.
#7
Banned
Joined: Apr 2009
Location: SW Ontario
Posts: 19,879
Re: Chase Buchanan Wealth Management
https://www.gov.uk/guidance/check-th...on-list#canada
ROPS Country Cidel Alternate Retirement Plan (“CARP”) Canada
IA Clarington Investments Inc Retirement Savings Plan (QROPS) Canada
IAG Saving and Retirement Plan RRSP-QROPS Canada
IA Clarington Investments Inc Retirement Savings Plan (QROPS) Canada
IAG Saving and Retirement Plan RRSP-QROPS Canada
#8
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Thread Starter
Joined: Mar 2016
Location: SW Ontario
Posts: 474
Re: Chase Buchanan Wealth Management
Thanks folks, for all the feedback, really appreciated.
I did also follow up with a friends pension adviser in the UK, and he said to be cautious also as it seemed to be more sales orientated.
I did also follow up with a friends pension adviser in the UK, and he said to be cautious also as it seemed to be more sales orientated.
#10
Forum Regular
Joined: Dec 2011
Posts: 193
Re: Chase Buchanan Wealth Management
Hello All,
I have been approached by this company to discuss moving my UK private pension to one that this company manages. The company deals with expat pension pots.
The agent has provided me with links to FCA and CySec, as well as reports of the funds performance and a letter of authority to complete/sign.
I can see from CySec(Cyprus) the company licensed from 2015. But unable to see anything else, not sure if that is meant to be that way.
FCA I cannot see the company the company listed. But I do see the agent listed, again does not have the company name listed under there details.
Has any one heard or used this company?
Any other advice would be greatly welcomed/appreciated.
I have been approached by this company to discuss moving my UK private pension to one that this company manages. The company deals with expat pension pots.
The agent has provided me with links to FCA and CySec, as well as reports of the funds performance and a letter of authority to complete/sign.
I can see from CySec(Cyprus) the company licensed from 2015. But unable to see anything else, not sure if that is meant to be that way.
FCA I cannot see the company the company listed. But I do see the agent listed, again does not have the company name listed under there details.
Has any one heard or used this company?
Any other advice would be greatly welcomed/appreciated.
#11
Just Joined
Joined: Feb 2022
Posts: 3
Re: Chase Buchanan Wealth Management
Hello All,
I have been approached by this company to discuss moving my UK private pension to one that this company manages. The company deals with expat pension pots.
The agent has provided me with links to FCA and CySec, as well as reports of the funds performance and a letter of authority to complete/sign.
I can see from CySec(Cyprus) the company licensed from 2015. But unable to see anything else, not sure if that is meant to be that way.
FCA I cannot see the company the company listed. But I do see the agent listed, again does not have the company name listed under there details.
Has any one heard or used this company?
Any other advice would be greatly welcomed/appreciated.
I have been approached by this company to discuss moving my UK private pension to one that this company manages. The company deals with expat pension pots.
The agent has provided me with links to FCA and CySec, as well as reports of the funds performance and a letter of authority to complete/sign.
I can see from CySec(Cyprus) the company licensed from 2015. But unable to see anything else, not sure if that is meant to be that way.
FCA I cannot see the company the company listed. But I do see the agent listed, again does not have the company name listed under there details.
Has any one heard or used this company?
Any other advice would be greatly welcomed/appreciated.
<snip>
Last edited by Bob; Feb 28th 2022 at 10:46 pm. Reason: Sorry, but as a forum we have to be careful about allowing people to post allegations. Thx.
#12
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Joined: Dec 2016
Location: St Catharines, Ontario From Bournemouth UK
Posts: 417
Re: Chase Buchanan Wealth Management
Avoid at all costs.
#13
Just Joined
Joined: Feb 2022
Posts: 3
Re: Chase Buchanan Wealth Management
My last message was heavily edited by christmasoompa to be careful about "allowing people to post allegations". Trust me they are totally founded and supported by evidence and will soon be exposed on a website. If anyone else requires further information or has been affected by either Chase Buchanan or Finsbury Financial / International you are welcome to contact me and join our action group.
#14
Just Joined
Joined: Feb 2022
Location: Portugal
Posts: 3
Re: Chase Buchanan Wealth Management
My last message was heavily edited by christmasoompa to be careful about "allowing people to post allegations". Trust me they are totally founded and supported by evidence and will soon be exposed on a website. If anyone else requires further information or has been affected by either Chase Buchanan or Finsbury Financial / International you are welcome to contact me and join our action group.
#15
Just Joined
Joined: Feb 2022
Posts: 3
Re: Chase Buchanan Wealth Management
@happy_pt I will message you when I can as at the moment private messaging is restricted to those who have at least 3 posts on the forum. I am fairly new to this myself but not to the dealings of Lee Eldridge / Finsbury Financial (and the spurious Finsbury International) which is what Chase Buchanan were previously called in the UK.