Client stories

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

I've known David for a decade and I've been a client of Charlton House for five years. David and Brendan look after me and my family very well. I originally knew David as a client. Our family relocated from Hong Kong to Bristol, and I needed help wi

My name is Kari Anne. I've been a client of Charlton House, coming up to two years, and the name of my adviser is David Snelling. Me and my husband moved to the UK four years ago and at the same time, we started looking at retirement options.

‘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.

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 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.