Financial advice for expats in Tenerife

Chase Buchanan is a highly regulated Wealth Management company with offices all over Europe, who opened their first office in the Canary Islands in Los Cristianos, in the south of Tenerife, in 2022.  Since then, it has gone from strength to strength supporting expats who have chosen the island as their home.

Local Private Wealth Manager, Adele Thomas, who is based in Tenerife and works from the Los Cristianos office, will be hosting a seminar open to all expatriates seeking advice, offering a unique opportunity to gain invaluable financial guidance.

On Thursday, April 25th, she will be hosting a seminar for Chase Buchanan at the Barcelo Tenerife Hotel in Golf del Sur from 10:30am to 12:30pm, with guest speakers from Novia Global and Prudential International.

Throughout the seminar, attendees will have the opportunity to glean insights from Adele and her distinguished guests, who bring a wealth of experience and knowledge, offering invaluable advice on optimising pensions, strategic tax planning, and making informed investment decisions tailored to the unique circumstances of expats in Tenerife.

Novia Global will be covering some ‘need to know’ pension basics whilst discussing how International SIPPs have enabled expats to navigate some of the difficulties they’ve historically faced when accessing pensions from outside the UK.

Edny van den Broek of Prudential International will be discussing multi-asset investing and the benefits of investments that offer a smoothed investment journey.

Adele, a familiar face among Tenerife residents, brings a personal understanding of the challenges expats may encounter and is readily available to provide bespoke assistance.

Adele began her financial career in 2003 when she joined NatWest Bank in the UK, before moving to Tenerife five years ago and now running the Tenerife office of Chase Buchanan, where she enjoys helping British expats in the Canary Islands with their pensions and investments by providing transparent advice alongside an excellent level of service.

One of the most pressing concerns for expats is ensuring their financial stability in the long term, especially concerning retirement planning and wealth management. With her extensive expertise and local knowledge, Adele, understands the importance of having a local advisor who is not only intimately acquainted with the intricacies of Tenerife's financial landscape, but also engages closely with the expat community.

Chase Buchanan has offices across Europe with key locations in mainland Spain, Portugal, Cyprus, Malta, and the UK, in addition to its offices in the USA and Canada. These offices all support British expats and foreign nationals living overseas with holistic financial and tax advice.

As a market leader in expat financial advice with on-the-ground expertise, Chase Buchanan looks forward to welcoming you.

Please register your interest in this event at https://www.eventbrite.co.uk/e/financial-advice-for-expats-in-tenerife-tickets-863646518987