‘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.
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.
Agnes and Wai-Chan are in their early 50s. They’re married with two children who are currently studying in the UK and US. Wai-Chan is originally from the UK but has worked in Hong Kong for over 20 years.
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.
Charlton House Wealth Management (collectively referred to as Charlton House, “we” or “us” in this policy) relates to Charlton House WM Limited (a company registered in Hong Kong under company number 3006014).