British UK residents
Many of our clients are British UK residents whose professions take them all over the world. They often have complex financial lives. For example, assets such as property or pensions may be held in different geographies and be subject to different tax regimes and currency fluctuations.
Their partner may be of a different nationality, and family members may live in different countries. Like most people, they want to enjoy their wealth now whilst preparing for retirement (wherever that may be).
Whether youā€™re currently living in the UK or an expat about to return, we can help. Weā€™ll spend time getting to know you, your situation and what you want to achieve in the short and long term. With our knowledge and experience, weā€™ll put together a plan that will help you to achieve your goals both now and in the future.
Weā€™ll advise you on the best ways to provide for your family, including how to protect them financially, should the worst happen. Weā€™ll steer you towards the most tax-efficient investment structures to provide for your future as well as pass on your wealth.
Why should you work with us?
Our dedicated financial advisers provide a personalised, one-to-one service to meet your financial needs. With skills honed over years of experience, as well as personal experience of living and working abroad, we understand the challenges and concerns you are likely to have.
Our advice is completely independent and impartial; weā€™re not tied to any providers as a restricted adviser or bank would be. No matter how complex your life is, weā€™re here to smooth the way and help you to achieve your financial goals.
How we can help
- Financial planning to meet the immediate and longer-term needs of you and your family
- Investment structures to help maximise your capital whilst considering your currency needs
- Tax planning to utilise assets you or your partner may have outside of the UK
- Retirement planning to make sure youā€™ll have the retirement you want
- Estate planning to ensure your wealth is passed on to the people who you want to receive it
Client stories
Weā€™ve been very reassured by how our moneyā€™s been managed ā€“ very transparent and open ā€“ and weā€™ve had our time back!
Andrew Russell, Hong Kong
With good advice and careful planning weā€™ve been able toā€¦transition back into a relaxed and enjoyable life here in the UK
Mr & Mrs Swift, Somerset, 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.
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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