Expat Wealth Management Firm, Chase Buchanan, Announces Free Information-Sharing Seminar for Expatriates in Tenerife
Specialist Expat Wealth Management Firm, Chase Buchanan, welcomes expatriates in Tenerife to join a free, in-person financial advice event hosted by local Private Wealth Manager, Adele Thomas
Chase Buchanan Wealth Management, a respected expert in wealth management and financial advice for international expatriates, welcomes Tenerife residents to a free, in-person financial advice event hosted by Adele Thomas on Thursday, 25th April 2024.
Hosted at the Barcelo Tenerife Hotel, the event will run from 10.30 am until 12.30 pm and cover an expansive range of topics, including tax, pensions, and investments. It will offer high-value insights and information for expats currently living in Tenerife and for regular visitors or second homeowners considering a longer-term relocation.
Complimentary Financial Advice Seminar for Expats in Tenerife
Adele Thomas is one of Chase Buchanan’s experienced local Private Wealth Managers, based at the firm's office in Arona, one of the nine European-wide offices managed by the international group. The seminar is open to all expatriates who would benefit from financial advice or guidance about managing their wealth, assets and pension funds when living in Tenerife as foreign nationals.
Hosted in partnership with guests from Prudential International and Novia Global, the event has been scheduled to address the growing demand for independent, trustworthy and personalised assistance, particularly for expats approaching retirement or whose financial plans have been hampered by changes to regulations post-Brexit.
Speakers will discuss the concerns of many expatriates regarding their ongoing financial stability and offer insights into the principles of good wealth management and retirement planning, which can help avoid risks and preserve income and pension wealth long into the future.
Industry-leading guests from Novia Global and Prudential International will offer supplementary insights into the best ways to approach strategic tax planning, make informed investment decisions, and optimise pension values.
Attendees are welcome to register for a ticket free of charge and are advised to book their place at their earliest opportunity to avoid disappointment.
The Importance of Financial Support for Tenerife Residents
Following over two decades of experience working in the financial sector, beginning with a role at NatWest Bank, Adele has lived in Tenerife for almost five years and leads the Chase Buchanan Canary Isles office.
She says, ‘This seminar is a fantastic opportunity for expats across Tenerife to gain insights, advice and knowledge about the huge importance of solid financial management. I enjoy nothing more than working with individuals and families here on the island and from other areas in the Canaries, helping them discover new ways to handle their investments and pensions to improve their financial futures.
Our focus is always on exceptional service and transparency. We ensure our clients make informed, clear decisions about the right way forward, understand our recommendations, and comprehend how each possible solution will benefit them.
All of the Chase Buchanan team are passionate about the value of local advice, ensuring foreign nationals receive support from professional expatriate specialists with a firm grasp of the tax environment here, in mainland Spain, and their home country. That scope of knowledge becomes fundamental to making future-proof financial decisions, with full oversight of the tax implications involved when juggling the complexities of cross-border pension transfers or international investments.'
Attending the Free Chase Buchanan April 2024 Tenerife Financial Advice Seminar
The partners joining Adele focus on a cohesive aim: to broaden access to unbiased advice and ensure international expats do not make decisions based on substandard advice or incur unnecessary tax exposure due to an insufficient understanding of their tax profile or tax residency status.
Novia Global will share essential pension basics and discuss how International Self-Invested Personal Pensions may be beneficial in helping expatriates navigate some of the common stumbling blocks linked with accessing a British pension from overseas.
Prudential International will be represented by Edny van den Broek, who will discuss advantageous investments that present a smoothed investment journey and explore the meaning and opportunities available through multi-asset investing.
The two-hour event will be packed with advice and information from these well-established expatriate financial advice specialists and is open to Tenerife residents at any stage of relocation.
Read more about Chase Buchanan - Chase Buchanan Wealth Management Partners With Your Overseas Home At Free Virtual Event
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.
Media Contact:
Chase Buchanan Ltd
+357 2501 0455
******
Source Company - https://chasebuchanan.com/