Charlton House Wealth Management
CH
Financial Advisors
Charlton House Wealth Management
2nd Floor, London W1F 8EA
# Charlton House Wealth Management
Charlton House Wealth Management is a boutique wealth management firm based in London's W1F postcode, serving British and international residents navigating complex multi-jurisdictional financial lives. Founded in 2019 by David Snelling, the firm emerged from firsthand experience of the challenges faced by expatriates and internationally mobile professionals—those with currency exposure, tax complications across borders, and investment considerations spanning multiple countries.
The firm specialises in working with two distinct client groups: British UK residents whose careers take them internationally, and international professionals currently living and working in the UK. Both segments typically face complicated financial situations requiring specialist advice that mainstream wealth managers rarely provide.
What distinguishes Charlton House is its genuine understanding of cross-border wealth management. Rather than offering generic advice, they develop personalised financial plans addressing investment planning, tax efficiency, retirement planning, and estate planning—all contextualised within international frameworks. Their partnership with Morningstar CIO demonstrates commitment to research-backed investment strategies informed by leading capital market analysis.
Operating from both London and Hong Kong offices allows them to serve clients across time zones and jurisdictions effectively. Testimonials highlight clients' appreciation for the peace of mind that comes from expert guidance on complex international wealth structures. The firm positions itself as a dedicated alternative to larger institutions, offering boutique-level attention to professionals whose financial needs demand genuine cross-border expertise.
Charlton House Wealth Management is a boutique wealth management firm based in London's W1F postcode, serving British and international residents navigating complex multi-jurisdictional financial lives. Founded in 2019 by David Snelling, the firm emerged from firsthand experience of the challenges faced by expatriates and internationally mobile professionals—those with currency exposure, tax complications across borders, and investment considerations spanning multiple countries.
The firm specialises in working with two distinct client groups: British UK residents whose careers take them internationally, and international professionals currently living and working in the UK. Both segments typically face complicated financial situations requiring specialist advice that mainstream wealth managers rarely provide.
What distinguishes Charlton House is its genuine understanding of cross-border wealth management. Rather than offering generic advice, they develop personalised financial plans addressing investment planning, tax efficiency, retirement planning, and estate planning—all contextualised within international frameworks. Their partnership with Morningstar CIO demonstrates commitment to research-backed investment strategies informed by leading capital market analysis.
Operating from both London and Hong Kong offices allows them to serve clients across time zones and jurisdictions effectively. Testimonials highlight clients' appreciation for the peace of mind that comes from expert guidance on complex international wealth structures. The firm positions itself as a dedicated alternative to larger institutions, offering boutique-level attention to professionals whose financial needs demand genuine cross-border expertise.
Services offered
Investment planningTax planningRetirement planningEstate planningMulti-jurisdictional wealth structuringCurrency risk managementPortfolio managementFinancial goal analysis