Our firm has been providing Independent Financial Advise 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.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Charlton Wealth Management Limited is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial services Register (www.fca.org.uk/register) under reference 149826.
Charlton Wealth Management Limited registered in England and Wales under reference: 8141709