Charlton Wealth Management

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Gareth Nelson BA Hons DipPFS

Money talks, but TRUE wealth whispers

Gareth Nelson is the firms Principal Adviser and has over 15 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

(01273) 833131

Our History

Our firm has been providing Independent Financial Advice 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.

Our Timeline

  • 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.