Chase Buchanan is an active international wealth management network targeting expatriates with tax and pension advice. FOS complaints have focused on structural suitability regarding insurance-linked investments and cross-border pension wrappers.
Start your free assessment →Chase Buchanan is a large global wealth management network providing tax, pension, and investment advice to British expatriates. The firm operates across multiple jurisdictions and has particular depth in European expat markets.
FOS complaints against Chase Buchanan have focused on the suitability of insurance-linked investments recommended within pension structures, the downside volatility of cross-border investment wrappers, and the appropriateness of DB pension transfer advice for clients who subsequently found their retirement position materially worse than if they had remained in their original scheme.
A formal complaint to Chase Buchanan is the required first step. Chase Buchanan must respond within 8 weeks.
No capThe FOS has jurisdiction over complaints against Chase Buchanan's UK-authorised entity relating to pension transfer suitability and investment advice.
Up to £455,000The FOS six-year absolute clock runs from the date of advice. For Chase Buchanan clients advised before 2019, act immediately to assess which time-limit routes remain open. See redressadvisory.com/time-limits for the full limitation framework.
Yes. Suitability complaints are not limited to DB transfers. Where an adviser recommended an investment product that was unsuitable for your circumstances, attitude to risk, or capacity for loss — regardless of whether a DB transfer was involved — you may have a valid complaint.
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