Charlton House Wealth Management

Independent Financial Adviser  16 D'Arblay Street, London, W1F 8EA
FCA authorised
Last authorised 20th June 2022
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
Pension consolidation
Pension drawdown
Pensions & retirement planning
Pensions review
Pensions transfer
Offshore investments
Lump sum
Savings for children
School fees planning
Rest of world
Meet our advisers
Mr David Snelling
Director & Financial Advisor
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)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

16 D'Arblay Street, Soho, London, EC3V 1LT

Similar advisers near you

Independent Financial Adviser 0.07 mi
Smarter Financial Thinking. Where expertise meets innovation and technology to provide a first class advice service suited to an ever changing world.
Independent Financial Adviser 0.11 mi
We serve one purpose; to help you make the most of your money.
Independent Financial Adviser 0.15 mi
Restricted - whole of market 0.17 mi
Without clients, no business will survive. At Palantir Financial Planning Ltd we work tirelessly to ensure that all our clients receive the best quality financial advice. The key to understanding any client is to have an open and honest dialogue"