Allen Charlton was established. The business was originally located at Wheel House in Hurstpierpoint High Street.
Gareth Nelson joins Allen Charlton as an Independent Financial Adviser.
Change of ownership. The business was acquired by the existing management team.
Relocated to the Kings Business Centre, in Sayers Common.
Charlton Wealth Management was established.
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.
Charlton Wealth purchases office in Fox Hill, Haywards Heath.