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 and International UK residents who have a multi-national footprint.

Our regulated Hong Kong practice provides independent financial advice to British and International overseas residents. For further details, you can visit our dedicated Hong Kong website here.

British UK residents

Many of our clients are British UK residents whose professions take them all over the world. We help them enjoy their wealth now whilst preparing for retirement, wherever that may be.

International UK residents

International professionals who currently live and work in the UK often have complex financial lives. We help them to make the most of their wealth, utilising investment structures across different locations.

Contact

+44 (0)20 8004 4900

info@charltonhousewm.co.uk

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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.

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