Charlton House Wealth Management

Independent Financial Adviser  16 D'Arblay Street, London, W1F 8EA
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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
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Offshore investments
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Lump sum
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Savings for children
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School fees planning
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EEA
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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)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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