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.

About Us

Who we work with

British UK residents

Many of our clients are British UK residents whose professions take them all over the world. They often have multiple jurisdictional and currency considerations.

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International UK residents

International professionals who currently live and work in the UK often have complex financial lives. We help them to make the most of their wealth, utilising investment structures across different jurisdictions.

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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.

What We Do
Client stories

We’ve been very reassured by how our money’s been managed – very transparent and open – and we’ve had our time back!

Andrew Russell, Hong Kong
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With good advice and careful planning we’ve been able to…transition back into a relaxed and enjoyable life here in the UK

Mr & Mrs Swift, Somerset, UK
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Not only is David good at financial management, he gave us advice on different ways to protect ourselves.”

Mr Chan and Ms Lee, London & Hong Kong
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David’s guidance has helped us achieve peace of mind and sleep soundly knowing our investments are in safe hands.

Mr & Mrs Cater, Cornwall, UK
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