Why choose us?

We started Charlton House Wealth Management to specifically meet the needs of internationally mobile professionals who’ve lived and worked and held assets in the UK, or intend to do so in the future. As a boutique wealth management firm, we’re experts at meeting your needs, as it’s all we do.

Our advice is completely independent and impartial; we’re not tied to any providers as a restricted adviser or bank would be. We’re also regulated in both the UK and Hong Kong so, you can be confident that we maintain high ethical standards to ensure we do the right thing by our clients.

Our dedicated financial advisers provide a personalised, one-to-one service to meet your specific financial needs. With skills honed over years of experience, as well as personal experience of living and working abroad, we understand the issues and concerns you are likely to have.

And with the team based in both locations, we’re able to work across time zones to deliver a seamless service. No matter how complex your life is, we’re by your side to smooth the way and help you to achieve your financial goals.

Key reasons to work with us

  • We’re independent, so we can advise on the right financial products for your needs
  • Our team is based in London and Hong Kong so we can work across time zones
  • We provide a personal, one-to-one service
  • We’re regulated in both the UK and Hong Kong
  • We’re specialists – advising internationally mobile individuals and families, particularly those with a UK connection, is what we do
Client stories

We’ve been very reassured by how our money’s been managed – very transparent and open – and we’ve had our time back!

Andrew Russell, Hong Kong
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With good advice and careful planning we’ve been able to…transition back into a relaxed and enjoyable life here in the UK

Mr & Mrs Swift, Somerset, UK
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Not only is David good at financial management, he gave us advice on different ways to protect ourselves.”

Mr Chan and Ms Lee, London & Hong Kong
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David’s guidance has helped us achieve peace of mind and sleep soundly knowing our investments are in safe hands.

Mr & Mrs Cater, Cornwall, UK
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Wealth management explained

We recognise that there’s a lot more to managing your wealth than simply investing your money. Money is simply a means to achieving your goals, so we won’t make any recommendations until we understand what they are.

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