‘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.
Robert and Sarah-Jane moved to Hong Kong in 2003 to work as a Footwear Sourcing Manager. As the children came to the end of their education, they wanted to know their options for their return to the UK.
Agnes and Wai-Chan are in their early 50s. They’re married with two children who are currently studying in the UK and US. Wai-Chan is originally from the UK but has worked in Hong Kong for over 20 years.
After a spending a lifetime in Asia and Australasia, Richard and Carolyn retired to Cornwall in 2012. As they were at pensionable age with two adult children, they wanted to secure their financial future back in the UK.
Charlton House Wealth Management Limited is an Appointed Representative of Strabens Hall Ltd which is Authorised and regulated by the Financial Conduct Authority (reference no. 461795).
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.