Client stories

Andrew Russell: International overseas resident

‘Quintessential expats’ Andrew and his wife are British Citizens, born in Canada but living and working around the world. With several investments and assets in multiple jurisdictions, they approached us to help get their finances in order.
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Kari Anne

My name is Kari Anne. I've been a client of Charlton House, coming up to two years, and the name of my adviser is David Snelling. Me and my husband moved to the UK four years ago and at the same time, we started looking at retirement options.
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Richard

I've known David for a decade and I've been a client of Charlton House for five years. David and Brendan look after me and my family very well.
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Rory

My name is Rory. I was previously the head of a financial services practice group at a leading Hong Kong law firm, Deacons. I'm now retired, and started working with Charlton House about three years ago.
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