Charlton House Wealth Management

I have been wanting to redress my work life balance for some time, but wanted to understand the status of my financial security before taking the plunge. My experience with financial advisors have been negative so far, but David, Brendan and Tat are so different! I went to them with ideas in mind, but they were insistent we go through things systematically. I felt the advice was objective and personalised. I now have a much idea of my future projections, and hopefully a tax efficient portfolio that have better prospects for growth. Onwards to plotting my next career move!
Feb 17th, 2023

I was referred to David Snelling of Charlton House by a professional contact for advice on what to do with some old UK retirement policies I contributed to in the 1980s before moving overseas. Although the amounts involved were modest, David provided a highly efficient, thorough and personalized service. He and his colleagues followed through on the transfer process with the original providers, who seemed determined to make the process as painful as possible, to a successful conclusion, consolidating a number of separate policies with different providers (including legacy London Life and Equitable Life policies which were basically dormant) into a more flexible vehicle with some potential for growth. I was particularly impressed with the time, care and attention devoted by David to getting to know me, including my financial position, risk appetite and financial goals, and the clarity of his advice - whilst KYC and suitability of advice are of course cornerstones of the regulatory regime, it is depressing how many IFAs pay them cursory attention at best.
Feb 1st, 2023

My family and I were considering an international relocation - to return the UK after time working overseas and so needed advice on both the tax and investment issues arising from that relocation. David and Tat were knowledgeable, reliable and helpful navigators on that journey. I applaud their availability and clarity. The advice and support that they have given has helped enormously and we have been enabled to make our decisions with both certainty and confidence.
Jan 11th, 2023

Charlton House have provided a superb service. As an expat who has lived in Hong Kong for the previous 8 years David and his team have provided solid advice from years of experience dealing with clients like myself. The tax efficient investment advice provided has been excellent as well as the investment platforms through which this can be best achieved. Highly recommended.
Dec 12th, 2022

Positive: Professionalism, Quality, Responsiveness
Dec 28th, 2021