Business Details
24 Years
experience
Independent Financial Advisers in Wimborne
Chase Buckingham is a small but highly experienced team of financial planning professionals with decades of combined industry expertise. Established in Wimborne since 2002, we provide independent, client-focused advice tailored to individual objectives, prioritising trust, professionalism, and integrity. Our FCA-authorised status enables unrestricted access to the entire financial market, ensuring unbiased recommendations. We collaborate with solicitors, accountants, and other professionals to address complex legal and taxation matters, delivering holistic solutions.As a fee-based organisation, we maintain transparency through pre-agreed flat or hourly rates. Continuous professional development ensures our team remains informed on financial markets, legislative changes, and economic trends, maintaining our commitment to exceptional service. Our client-centric approach has fostered strong referrals from satisfied customers across the UK.
Services
Investment Planning
Retirement Planning
Protection Policies
Mortgage Advice
Inheritance Tax Planning
Later Life Planning
Insurance Solutions
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in independent financial planning.
- Our FCA-authorised status ensures unrestricted access to the entire market.
- We collaborate with legal and tax professionals for comprehensive solutions.
- Transparent fee structures with pre-agreed flat or hourly rates.
- Continuous professional development maintains cutting-edge industry knowledge.
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We design tailored investment strategies focusing on income, growth, or gifting objectives. Our expertise covers ISAs, unit trusts, offshore investments, and tax-efficient schemes. We prioritise risk assessment and liquidity needs to align portfolios with client goals.
Retirement Planning
Our retirement specialists review existing pension arrangements and create strategies for phased retirement or annuities. We explain tax-efficient withdrawal options while considering the impact of early access on future income.
Protection Policies
We provide comprehensive insurance solutions including life cover, critical illness, and income protection. Business-focused offerings address key person insurance, shareholder agreements, and loan protection requirements.
Mortgage Advice
As independent advisers, we access the entire mortgage market to find competitive rates. Our services include first-time buyer support, buy-to-let financing, and equity release solutions for over-55s.
Inheritance Tax Planning
We implement strategies using trusts, exemptions, and business property relief to minimise inheritance tax liabilities. Our advice considers seven-year gifting rules and two-year tax-efficient product options.
Questions
What areas do Chase Buckingham cover?
We operate from Wimborne, Dorset, providing services across the south of England and throughout the UK.
Are Chase Buckingham regulated by the FCA?
Yes, we are directly authorised and regulated by the Financial Conduct Authority (Register No: 195271).
How does Chase Buckingham charge for services?
We operate a transparent fee structure with pre-agreed hourly or flat rates, confirmed before any work commences.
Can they help with long-term care planning?
Yes, we provide advice on funding options for residential, nursing, or home-based care through immediate needs annuities and pre-funding strategies.
Do they offer mortgage advice?
As independent advisers, we offer whole-of-market mortgage advice including first-time buyer schemes and lifetime mortgages.
