Why choose us?
We started Charlton House Wealth Management to specifically meet the needs of internationally mobile professionals with a connection to the UK, who need financial advice. 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 sales agent or bank would be. We’re also regulated in both Hong Kong and the UK so you can be confident that we maintain high ethical standards to ensure we do the right thing by our clients.
Our dedicated financial advisers provide a personalised, one-to-one service to meet your specific financial needs. With skills honed over years of experience, as well as personal experience of living and working abroad, we understand the challenges and concerns you are likely to have.
And with the team based in both locations, we’re able to work across time zones to deliver a seamless service. No matter how complex your life is, we’re by your side to smooth the way and help you to achieve your financial goals.
Key reasons to work with us
- We’re independent, so we can advise on the right financial products for your needs
- Our team is based in London and Hong Kong so we can work across time zones
- We provide a personal, one-to-one service
- We’re regulated in both Hong Kong and the UK
- We’re specialists – advising internationally mobile individuals and families, particularly those with a UK connection, is what we do
Client stories
The team at Charlton House don’t just offer advice, they’ve become the people I rely on for my family’s future
Richard
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
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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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