Suggestions
Malcolm Manager
Private Wealth Manager - Inheritance Tax Expert - Expat Pensions Specialist - Irish Pensions Specialist
Malcolm McDowell is a highly experienced Private Wealth Manager at Chase Buchanan Ltd, specializing in financial advice and portfolio management for expatriates.1 He began his career in Financial Services in 2001 and has since worked in various countries including Eastern Europe, the Netherlands, Switzerland, the UAE, and Germany.1 Malcolm is now based permanently outside the UK with his family.1
As a Private Wealth Manager, Malcolm offers comprehensive financial planning services, including:
- Retirement planning
- Lump sum savings
- Investment planning
- Education fee planning
- Critical illness and family protection
- QROPS and SIPPS1
Malcolm is particularly known for his expertise in pensions-related financial planning.3 He has launched a specialist expat LTA (Lifetime Allowance) advisory service2 and has published guides on topics such as the Standard Fund Threshold calculation for Irish pensions.3
With his global perspective and experience working with clients in 28 countries, Malcolm is well-equipped to advise on the challenges and opportunities facing those who work overseas.1 He is passionate about rapid and sustainable financial growth and takes pride in empowering his clients to manage and grow their personal and pension portfolios.1
Clients appreciate Malcolm's sensible and fair investment advice, as well as his ability to grow savings and protect assets from tax liabilities, even in challenging market conditions.1 He is qualified to provide advice on all aspects of personal financial planning and welcomes anyone interested in creating or reviewing their financial plans to contact him directly.1
