About us
Charlton House was founded by David Snelling in 2019. As a dual resident of Hong Kong and the UK, David has been living and working in both regions since 2014. Having experienced some of the currency, tax and investment challenges faced by internationally mobile professionals, David recognised that there is a distinct lack of choice for such people who need financial advice.
These people often have complex financial lives, with assets in different geographies, family living in different countries and partners of a different nationality to them. Like most people, they want to enjoy their wealth now whilst preparing for retirement, wherever that may be.
So, Charlton House was established as a boutique wealth management firm to provide financial advice services to British and International residents in the UK. Weā€™re a small but dedicated team of financial experts located in both London and Hong Kong.
With the team based in both locations, weā€™re able to work across time zones to deliver a seamless service to our clients. Regulated in both jurisdictions, we maintain high ethical standards and ensure that we do the right thing by our clients.
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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.
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