Charlton Wealth Management

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Charlton Wealth Management is a privately owned Independent Wealth Management Practice, offering Financial Planning Services to High Net Worth Private Clients, Corporate Organisations and Trusts.

Our Clients are at the core of our business and we support them in providing unbiased advice, based upon our core principles of integrity, honesty, trust and professionalism.

As a firm we aim to partner with leading organisations within their field, who support us in delivering value to our clients. We endeavour to identify and understand our clients specific requirements, to tailor solutions to meet their exact needs and continue to deliver value through developing trusted relationships.

Our History

Our firm has been providing Independent Financial Advice to both personal and corporate clients for over 28 years. Our client bank now extends the length and breadth of the UK, although predominately concentrated in London and the South of England.

  • 1989 – Allen Charlton was established. The business was originally located at Wheel House in Hurstpierpoint High Street.
  • 2007 – Gareth Nelson joins Allen Charlton as an Independent Financial Adviser.
  • 2012 – Change of ownership. The business was acquired by the existing management team.
  • 2013 – Relocation of the main office to Kings Business Centre.
  • 2017 – Charlton Wealth Management was established.