Who we work with
As a boutique wealth management firm, we don’t try to be all things to all people. Instead, we channel our skills and experience to help those people who will benefit from our advice the most. We therefore focus on working with British residents and British citizens who live overseas with a multi-national footprint.
Our regulated Hong Kong practice provides independent financial advice to British and International residents who live in Hong Kong and APAC region. For further details, you can visit our dedicated Hong Kong website here.
Contact us
Sitemap
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.
Production
