08/11/2024
The importance of listening
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Wealth management services for British and International residents in the UK
Why choose us?We work with internationally mobile professionals
Charlton House was founded by David Snelling in 2019. As a dual resident of Hong Kong and the UK, David has experienced some of the currency, tax and investment challenges faced by internationally mobile professionals. David has also recognised the distinct lack of choice for people like him, who need financial advice across multiple jurisdictions.
So, Charlton House was established as a boutique wealth management firm to provide financial advice services to British and International residents in the UK. We are a small but dedicated team of financial experts located in both London and Hong Kong.
Our London office serves UK resident clients whilst our Hong Kong office serves clients based in the Far East.
Who we work with
International Portfolio Service
We’ve begun a working relationship with Morningstar CIO, a leading provider of investment data analysis and independent investment research.
Through its heritage with the financial consulting firm, Ibbotson Associates, which it acquired in 2008, Morningstar continues to be widely acknowledged as one of the leading authorities on the development of capital market expectations.
Financial advisers and other investment professionals turn to Morningstar for the tools that help them research, analyse and present their investment ideas.
What we do
As wealth managers, we do much more than simply manage your investments. Instead, we work with you to understand what your financial goals are, both now and in the future. Once we’ve understood your goals, we can put together a personalised financial plan that will help you to achieve them.
Your personalised plan will include a range of recommendations relating to your investment planning, tax planning, retirement planning and estate planning.
Contact us
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Legal
Charlton House Wealth Management Limited is an Appointed Representative of Julian Harris Financial Consultants Ltd authorised and regulated by the Financial Conduct Authority No. 153566.
Charlton House Wealth Management Limited’s Financial Conduct Authority reference no. is 924967.
Charlton House Wealth Management Ltd is registered in England & Wales. Company No. 12298629. Registered Office: The Clockhouse, Station Approach, Marlow, Bucks SL7 1NT. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses have been unable to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual’s unique circumstances.
Copyright © 2024 Charlton House Wealth Management Ltd
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