Meet the team
Charlton House was established to provide wealth management services for British and International residents in the UK and in Asia. We are a small but dedicated team of financial experts located in both London and Hong Kong.
Our people are experts in the concerns and issues which impact on internationally mobile professionals. We are completely familiar with the regulations, documentation and processes in both the UK and Asia, so we know the best way to achieve your goals.
With team members based in both locations, we work across time zones to deliver a seamless service to our clients. Weā€™re dedicated to maintaining high ethical standards; doing the right thing by our clients.
What we all share is the desire to provide a personal, one-to-one service to all of our clients, wherever theyā€™re located. No matter how complex your life is, we are here to smooth the way and help you to achieve your financial goals.
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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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