
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
- SectorsFinancial Services
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- Website chasebuckingham.com
- Legal Name Chase Buckingham Plc
- Employee Count4
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.
Service for managing investment strategies and portfolios effectively.
Guidance on saving and preparing for retirement needs securely.
Advice on insurance and risk protection for personal assets.
Assistance in securing and managing mortgage options appropriately.
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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Chase Buckingham
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Web traffic of Chase Buckingham
Websites that share an audience with Chase Buckingham (chasebuckingham.com).
Websites whose visitors overlap most with Chase Buckingham. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| 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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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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.