‘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.
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.
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Charlton House Wealth Management Limited’s Financial Conduct Authority reference no. is 924967.
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