Chase Buckingham

Wimborne Minster, United Kingdom Founded: 2002 • Age: 24 yrs
Offers personalized financial advice on investments, retirement, and protection.

About Chase Buckingham

Chase Buckingham is a Financial Services company based in Wimborne Minster (United Kingdom) founded in 2002. It offers personalized financial advice on investments, retirement, and protection. It operates on a B2C model. The company has 4 employees. Chase Buckingham offers products and services including Investment Planning, Retirement Planning, Protection Services, Mortgages, and Inheritance Tax Planning. Its focus areas include Finance, Wealth Management, Investment Planning and Retirement and Inheritance. Its legal entity is CHASE BUCKINGHAM PLC. Its competitors include abrdn, Mattioli Woods and Equiom Group.

Company details

Chase Buckingham Ltd delivers comprehensive financial planning services, focusing on personalized solutions for individual objectives. Based in Wimborne, Dorset, they provide advice on investments, retirement planning, mortgages, inheritance tax, and insurance. Their holistic approach serves clients across southern England, ensuring bespoke strategies to secure assets and plan for the future.

  • Headquarters Wimborne Minster, United Kingdom
  • Employees 4
  • Sectors
    Financial Services
  • Email
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  • Website chasebuckingham.com
  • Legal Name Chase Buckingham Plc
Key Metrics
  • Employee Count
    4

Products & Services of Chase Buckingham

Chase Buckingham offers a comprehensive portfolio of products and services, including Investment Planning, Retirement Planning, Protection Services, Mortgages, and Inheritance Tax Planning.

Investment Planning
Financial Advisory

Service for managing investment strategies and portfolios effectively.

Retirement Planning
Financial Advisory

Guidance on saving and preparing for retirement needs securely.

Protection Services
Financial Advisory

Advice on insurance and risk protection for personal assets.

Mortgages
Financial Advisory

Assistance in securing and managing mortgage options appropriately.

Inheritance Tax Planning
Financial Advisory

Strategies to minimize inheritance tax liabilities efficiently.

Competitors of Chase Buckingham

Chase Buckingham has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
abrdn.com1825Edinburgh, United Kingdom604
Multiple sectors are invested in by abrdn's private equity fund.
mattioliwoods.com1991Leicester, United Kingdom800
Wealth management services are provided by Mattioli Woods.
equiomgroup.com1978Douglas, United Kingdom67
Wealth management firm
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Detailed competitors of Chase Buckingham

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Web traffic of Chase Buckingham

Websites that share an audience with Chase Buckingham (chasebuckingham.com).

Similar websites

Websites whose visitors overlap most with Chase Buckingham. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
cheshire-trafford.co.uk
100%
View details

Top companies in Asset Management

3 companies that operate in the same segment as Chase Buckingham (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United KingdomUSD 6.37 B7,550
Universal banking and financial advisory services are provided globally.
1865London, England, United KingdomUSD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United KingdomUSD 78.79 B29,090
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Frequently Asked Questions about Chase Buckingham

Chase Buckingham was founded in 2002.

Chase Buckingham is headquartered in Wimborne Minster, United Kingdom. It is registered at Wimborne Minster, Dorset, United Kingdom.

Chase Buckingham has 4 employees.

Chase Buckingham Ltd delivers comprehensive financial planning services, focusing on personalized solutions for individual objectives. Based in Wimborne, Dorset, they provide advice on investments, retirement planning, mortgages, inheritance tax, and insurance. Their holistic approach serves clients across southern England, ensuring bespoke strategies to secure assets and plan for the future.

Chase Buckingham's top competitors include abrdn, Mattioli Woods and Equiom Group.

Chase Buckingham offers Investment Planning, Retirement Planning, Protection Services, Mortgages, and Inheritance Tax Planning.

Chase Buckingham operates through Chase Buckingham Plc.

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