Finding a trusted financial adviser
Whether you require assistance with utilising investment structures in various regions, planning for retirement, or seeking overall financial guidance, finding the right adviser can profoundly shape your financial future.
Our goal is to streamline the process for you, alleviating any challenges in selecting your preferred financial adviser, whether it's with us or another firm. We're simply here to assist you every step of the way.
What do we do to provide clarity?
We aim to be upfront and transparent about the inner workings of our business, consistently reviewing and refreshing all aspects. Our commitment is to ensure you have all the information you need right from the start, delivered with clarity and openness.
We understand how important cost is when you are choosing a financial adviser to work with. That is why we have chosen to be in the minority of firms that disclose their fees online.
Due diligence resources
When searching for a financial adviser, you naturally want to take all necessary steps to ensure that itโs going to the right partnership. It can be a minefield, so to help you with this, we have provided a selection of free resources.
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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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