Client Stories Archive - Charlton House

Rory: Retired partner of top HK law firm

Rory was previously the head of a financial services practice group at a leading Hong Kong law firm, he is now retired, and started working with Charlton House about three years ago.

Richard: ex-Partner of UK and HK law firm

Richard has been a client of Charlton House for five years. Richard and his family relocated from Hong Kong to Bristol, and needed help with financial advice and tax planning.

Kari Anne: International UK resident

Kari Anne has been a client of Charlton House for nearly two years, Kari Anne and her husband moved to the UK four years ago and at the same time, started looking at retirement options.

Andrew Russell: International overseas resident

‘Quintessential expats’ Andrew and his wife are British Citizens, born in Canada but living and working around the world. With several investments and assets in multiple jurisdictions, they approached us to help get their finances in order.

Richard & Carolyn Cater: British overseas residents

After a spending a lifetime in Asia and Australasia, Richard and Carolyn retired to Cornwall in 2012. As they were at pensionable age with two adult children, they wanted to secure their financial future back in the UK.

Robert & Sarah-Jane Swift: British overseas residents

Robert and Sarah-Jane moved to Hong Kong in 2003 to work as a Footwear Sourcing Manager. As the children came to the end of their education, they wanted to know their options for their return to the UK.

Client stories

Rory: Retired partner of top HK law firm

Richard: ex-Partner of UK and HK law firm

Kari Anne: International UK resident

Andrew Russell: International overseas resident

Richard & Carolyn Cater: British overseas residents

Robert & Sarah-Jane Swift: British overseas residents

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