Chase Buchanan Wealth Management Announces Team Expansion in Spain to Meet Growing Demand
Specialist financial advisers Chase Buchanan Wealth Management expands team in Spain with two new financial advisers
Chase Buchanan Wealth Management, a global network of specialist financial advisers and wealth managers focusing on professional services for expatriates, has welcomed an additional two colleagues to its Spanish team in a bid to expand capacity to keep pace with sustained demand.
The firm has offices throughout Europe and North America, assisted by a UK Administration Centre. It has grown rapidly in recent years as more expatriates and cross-border citizens seek independent, reliable, and long-term assistance managing their taxes and financial affairs.
Introducing Chase Buchanan’s New Spanish Advisory Team Members
Richard Duncan and Sadie Webb have both been appointed to Chase Buchanan’s team in Spain, with offices in Javea, on the Costa Blanca and Marbella, on the Costa del Sol, and an additional hub in Tenerife providing financial assistance and tax management services for expats living or relocating to the Canary Islands.
This addition strengthens the local team of financial advisory specialists to seven in-country professionals, each with varied areas of expertise. All have an in-depth knowledge of the tax landscape in Spain, the implications for expats transitioning to Spanish residency from overseas, and a reputation for clarity, transparency, and quality.
Sadie is a qualified accountant with first-hand experience as an expat who relocated to Andalusia from Derbyshire and offers client-centric financial planning, working on tax-efficient investment strategies, international pensions and retirement management.
Richard relocated to southern Spain five years ago and brings his experience as an accredited Financial Planner, having worked with several UK accountancy and Chartered IFA firms. He joins Chase Buchanan with a commitment to providing reliable support with estate planning, tax management, retirement and investment.
Understanding Demand for Independent Wealth Management in Spain
Spain has long been one of the most popular overseas destinations for expats relocating from the UK and across Europe, owing to the warm, welcoming climate, the diverse islands, metropolitan cities and quiet rural regions, and the pace of life that appeals to retirees, professionals, families and those purchasing a Spanish property.
The long-term impacts of Brexit appear minimal, with an estimated 523,000 people emigrating to Spain from the UK in the 12 months to December 2023, including British, EU and non-EU citizens who had previously been resident in Britain.
However, the changes to freedoms of movement, cross-border pension transfer regulations, and the application of double tax treaties have added to the complexity of an international move and the tax and financial considerations for UK citizens buying real estate in Europe but who remain UK residents.
Visa rules and the need to fully understand how tax residency applies and how this may influence an expat's tax profile, income streams, and exposure to additional tax liabilities have driven many expats to seek fully autonomous guidance to ensure they comply with all applicable rules, without paying unnecessarily high tax burdens.
This demand has already prompted Chase Buchanan to open a second office in mainland Spain, followed by its Tenerife branch, with this new expansion of the wealth management team intended to expand access to personalised advice and guidance from a highly accomplished professional team.
Group CEO and Head of Investment Advisory at Chase Buchanan, Lee Eldridge, says, ‘We are delighted to welcome Sadie and Richard to our Spanish team and to continue investing in growth and service expansion. Like many of our outstanding advisers, Sadie and Richard are qualified, accredited, and experienced accounting and private wealth professionals. They will help to add further value to our clients and give us extra capacity to work with new families and individuals wishing to optimise their tax profile and financial management.’
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About Chase Buchanan Private Wealth Management
Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15.
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