Chase Buchanan Private Wealth – Marbella

Tax & Financial Advisors · Marbella

English-speaking
Works with international retirees

Chase Buchanan Private Wealth – Marbella — Tax & Financial Advisors

Regulated private-wealth advisers providing cross-border financial, pension and tax planning for expatriates in Spain.

Why retirees choose Chase Buchanan Private Wealth – Marbella

Published Marbella office address and phone number on site.
Dedicated Spain teams in Marbella and Valencia for expat advice.
Advisers hold CySEC Advanced, CISI/CII Level 4 or higher as stated.
Spain-specific guides on residency, tax, pension transfers and Modelo 720.
Regulated advice under MiFID II / IDD and written reporting for clients.

About Chase Buchanan Private Wealth – Marbella

Chase Buchanan Private Wealth has a dedicated Spain team with offices in Marbella and Valencia offering financial planning, investment advice and retirement planning aimed at expatriates living in Spain. The firm emphasises regulated advice, cross-border tax and pension expertise, and delivers written reports and ongoing portfolio reviews.

The Marbella office address and phone number are published on the company site; advisers are described as holding EU/UK regulatory qualifications (CySEC Advanced, CISI/CII Level 4 and above) and the firm publishes Spain-specific guides on residency, tax and pension matters for expats.

Services

Retirement planning for expats (pension transfers, cash-flow modelling)
Investment advice and offshore investments
Cross-border financial planning and tax optimisation
Estate and succession planning including Spanish wills
Guides and residency/tax compliance support (Modelo 720 guidance)
In-person and remote adviser meetings (Marbella & Valencia)

How working with them works

The website describes that clients receive an initial discussion with an adviser, a full written report before decisions are made, fees disclosed up front, and ongoing portfolio reviews. (The site does not publish a detailed step-by-step onboarding process or fixed fee schedule.)

At a glance

Registrations: Advisers hold CySEC Advanced, CISI/CII Level 4 or above; regulated under MiFID II and IDD (as stated on the site).
Areas served: Marbella (Málaga) · Valencia

Frequently asked questions

Do you advise expatriates moving to or living in Spain?

Yes. The firm states it provides tailored financial services for expatriates in Spain with local teams in Marbella and Valencia and resources such as a Spain residency guide and expat tax guide.

Can you help with UK pension transfers to Spain?

Yes. The site explains pension-transfer guidance for SIPPs, ROPS and other options and offers tax-impact analysis and compliance support for transfers to Spain.

Will you help with Spanish tax and Modelo 720 reporting?

Yes. The site explicitly covers Spanish tax topics, outlines liabilities for residents and non-residents and states its advisers assist with Modelo 720 reporting and penalty protection.

Where is your Marbella office and how can I contact it?

The Marbella office is listed as Avda. Ricardo Soriano, 72; Edificio Golden Portal B, 1ª Planta, 29601 Marbella (Málaga). The published phone number is +34 951 350 977.

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Why retirees choose Chase Buchanan Private Wealth – Marbella

Published Marbella office address and phone number on site.

Dedicated Spain teams in Marbella and Valencia for expat advice.

Advisers hold CySEC Advanced, CISI/CII Level 4 or higher as stated.

Spain-specific guides on residency, tax, pension transfers and Modelo 720.

Regulated advice under MiFID II / IDD and written reporting for clients.

About Chase Buchanan Private Wealth – Marbella

Services

Retirement planning for expats (pension transfers, cash-flow modelling)

Investment advice and offshore investments

Cross-border financial planning and tax optimisation

Estate and succession planning including Spanish wills

Guides and residency/tax compliance support (Modelo 720 guidance)

In-person and remote adviser meetings (Marbella & Valencia)