British legal professionals
As a legal professional in Hong Kong, balancing business demands, being present with loved ones, and pursuing the pleasures of travel, hobbies and lifestyle is no small feat.
Time is precious, so it can be a challenge to dedicate yourself to anything else, let alone try to adequately apply yourself to an entirely different competency by looking after your financial planning and investments.
You may benefit from someone helping you make financial decisions, saving you time, and freeing up your headspace.
However, in Hong Kong, you recognise there is a lack of trust in the financial advice profession. So, how are you meant to optimise your investments or make tax-efficient changes?
Here, we offer more than just financial advice; we ultimately provide you with peace of mind that there’s a plan and everything is going to be all right. We alleviate the stress of your financial planning and investments, allowing you to focus on what’s most important to you and your professional life. You can set targets and lead a balanced life while attaining greater control over time, health, wellness and relationships.
Why should you work with us?
We’re focused on what the money is for rather than the money itself, and we will provide you with the security of knowing you can maintain your current lifestyle and continue to achieve your life goals as and when your income stops.
Our founder, David, has specialised in working with British expats since 2013. During this time, he has found that he naturally works well with lawyers, in part because he understands your challenges and the pressure on your shoulders.
How we can help
- Allow you to understand and set real goals and uncover what is truly important
- Act as a concierge service and save you time and energy
- Help you understand how much is enough and when you can retire
- Act as a sounding board and deliver what we promise.
Client stories
We’ve been very reassured by how our money’s been managed – very transparent and open – and we’ve had our time back!
Andrew Russell, Hong Kong
With good advice and careful planning we’ve been able to…transition back into a relaxed and enjoyable life here in the UK
Mr & Mrs Swift, Somerset, UK
Our Lawyer Panel
We understand that lawyers in Hong Kong generally need more trust in independent financial advisers. After legal recruiters, our profession is next on the list of culprits for bombarding you with unsolicited emails and phone calls. We have addressed this by forming our Lawyer Panel.
Our legal professional clients are all very happy with our work and a number have offered to form a panel. They will be available to give prospective legal clients an honest appraisal of their experience working with us.
While they do not want their names to be published here, at the right time in our process, we will be happy to introduce you to one or two of these clients so you can have a discussion over the phone or email, should you wish.
Contact us
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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).
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