Our Company
We provide Financial Planning and Wealth Management advice.
Professionals, business owners, individuals and families rely on us to to preserve and grow their long-term savings and investments.
Our Clients are at the core of our business and we support them in providing unbiased advice, based upon our core principles of integrity, honesty, trust and professionalism.
Our Advisers
GARETH NELSON BA HONS Dip PFS
PRINCIPAL IFA
“Money talks, but TRUE wealth whispers“
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 Williams BA (Hons) ALIBF Independent & Chartered Financial Adviser
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.
Our History
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1989 – Allen Charlton was established. The business was originally located at Wheel House in Hurstpierpoint High Street.
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2007 – Gareth Nelson joins Allen Charlton as an Independent Financial Adviser.
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2012 – Change of ownership. The business was acquired by the existing management team.
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2013 – Relocation of the main office to Kings Business Centre.
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2017 – Charlton Wealth Management was established.
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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.
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2021 – Charlton Wealth purchases office in Fox Hill, Haywards Heath.
Our firm has been providing Independent Financial Advice to both personal and corporate clients for over 30 years. Our client bank now extends the length and breadth of the UK, although predominately concentrated in London and the South of England.