Business Details
24 Years
experience
Independent Financial Planning Services in Wimborne
Chase Buckingham is a professional, client-focused financial planning firm based in Wimborne, Dorset, serving clients across the south of England and beyond. Established in 2002, our team of highly experienced financial advisers offers independent, holistic solutions tailored to individual objectives. We pride ourselves on delivering a professional yet personal service, with a commitment to continuous development and expertise in financial markets, taxation, and legislative changes.Our independent status allows us to research products across the entire market, ensuring unbiased advice. We work closely with solicitors, accountants, and other professionals to address complex legal and taxation matters, providing reassurance and long-term security for clients and their families. All fees are transparently agreed in advance, and our service is built on trust, professionalism, and integrity.
Services
Investment Planning
Retirement Planning
Protection Policies
Mortgage Advice
Later Life Planning
Inheritance Tax Planning
Insurance Solutions
Details
- Year established: 2002
Highlights and features
- We are independent financial advisers authorised and regulated by the Financial Conduct Authority.
- Our team has decades of combined experience in financial planning and wealth management.
- We offer holistic, client-focused solutions tailored to individual financial goals.
- All fees are transparently agreed prior to service delivery.
- We collaborate with solicitors and accountants to address complex financial needs.
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
We help clients achieve financial goals through tailored investment strategies. Our expertise covers ISAs, unit trusts, offshore investments, and tax-efficient schemes. We assess risk tolerance, liquidity needs, and long-term objectives to create bespoke portfolios that align with individual aspirations and market opportunities.
Retirement Planning
Our retirement planning services focus on optimising pension savings and income strategies. We review existing arrangements, advise on tax-efficient withdrawals, and design phased retirement plans. From personal pensions to annuities, we ensure clients maximise their retirement income while navigating complex legislative changes.
Inheritance Tax Planning
We specialise in minimising inheritance tax liabilities through strategic gifting, trusts, and business property relief. Our solutions preserve wealth for future generations while maintaining client control over assets. We ensure compliance with evolving tax regulations and family-specific circumstances.
Protection Policies
We provide comprehensive protection against income loss, critical illness, and business risks. Our offerings include life insurance, income protection, and keyperson cover. We ensure policies align with family needs and business continuity requirements, offering peace of mind against unforeseen events.
Mortgage Advice
Our independent mortgage advice covers first-time purchases, buy-to-let, and equity release. We use whole-of-market software to find competitive deals. We explain risks like repossession and early repayment charges, ensuring clients understand long-term commitments and tax implications.
Questions
What financial planning services do you offer?
We provide investment planning, retirement strategies, inheritance tax solutions, protection policies, mortgage advice, and later life planning tailored to individual needs.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 195271.
How do you determine the best investment strategy?
We assess your financial goals, risk tolerance, liquidity needs, and tax position to create a bespoke investment plan aligned with your objectives.
Do you work with other professionals like accountants?
Yes, we collaborate with solicitors, accountants, and tax specialists to ensure comprehensive solutions for complex financial and legal matters.
What areas do you serve?
While based in Wimborne, Dorset, we provide services across the south of England and nationwide for clients with remote advisory needs.
How are your fees structured?
Fees are agreed in advance and can be fixed or hourly, ensuring transparency and alignment with the scope of work required.
