Charlton House Wealth Management

Independent Financial Adviser  16 D'Arblay Street, London, W1F 8EA
check
FCA authorised
Last authorised 19th October 2020
Charlton House provide bespoke financial planning to internationally mobile individuals. Our experienced and qualified team can help you with investing, wealth management, tax planning, protection planning and pension & retirement planning.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Rest of world
Meet our advisers
David Snelling
Director & Financial Advisor
Nick Robinson
Chartered Financial Planner & Director
About us

Charlton House was established as a boutique wealth management firm to provide financial advice services to British and International residents in the UK. We are a small but dedicated team of financial experts located in both London and Hong Kong.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

16 D'Arblay Street, Soho, London, W1F 8EA

Similar advisers near you

Independent Financial Adviser 0 mi
Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.
 
Independent Financial Adviser 0.12 mi
Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.
 
Independent Financial Adviser 0.22 mi
Welcome to Supportive Financial Planning … if tax is taxing … if money is a worry, we're here to help
 
Independent Financial Adviser 0.35 mi
We are passionate about your investments, saving you tax and helping you achieve your goals.