Charlton Wealth Management

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.