Gareth Nelson is the firms Principal Adviser and has over 20 years’ experience working in the financial services industry. Gareth is a fully qualified Financial Planner and holds the Diploma in Financial Services qualification, in addition to other notable accreditations. Gareth joined the firm in 2007, as an independent adviser and purchased the company in 2012 with business partner Julian Mandel.
Gareth is a proud father, husband and Past Chairman of Mid Sussex Round Table.
“Success is no accident. It is the product of hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing.” – Pele
Alex graduated with a Business Management degree from Staffordshire University in 2016. Alex joined the Charlton Wealth Management graduate program and through a combination of industry qualifications and gaining exposure to all areas of financial planning, Alex progressed to the role of FCA Regulated Independent Financial Adviser in 2019, while attaining Chartered status in the same year.
Outside of work you will find him either socialising, playing football or watching football.