About Us
Our History
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
Relocated to the Kings Business Centre, in Sayers Common.
2017
Charlton Wealth Management was established.
2019
Charlton Wealth employee awarded Chartered Associate status by the London Institute of Banking & Finance, one of the most prestigious titles in the wealth management industry.
2021
Charlton Wealth purchases office in Fox Hill, Haywards Heath.