Our Services

Allen Charlton Wealth Management offer a range of tailored services for different types of clients. We ensure that the advice our clients receive is relevant, accurate and adaptable to their changing requirements.

We believe that great financial advice is central to building a more certain financial future for our clients. Our core values ensure that we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything that we do. We operate a transparent charging structure and put our client’s best interests at the heart of our business.

Below is a list of key areas of planning we are able to support our clients with:


     -     Investment Management (design, build and actively manage).

     -     Retirement Planning (design, build and actively manage).

     -     Inheritance tax planning and estate planning. *

     -     Life Cover and Critical Illness planning.

     -     Shareholder and Partnership Protection.

     -     Key Person Cover.

     -     Relevant Life Policies.

     -     Tax Efficient Investments (Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCTs and ISA’s).

     -     Cash Flow Planning 

     -     Providing for long term care solutions

     -     Company Funded Pension

     -     Auto enrolment and Company Benefit schemes

     -     Corporate Risk *

     -     Cash Management Service (Company, Charities, HNW, Unincorporated bodies, POA, SIPP, SSAS, Trusts) *

     -     Bypass Trusts (ideal for death in service and Pensions).

     -     Directors Service; Pension, Investment, Protection and exit planning strategies.

     -     School fees and University Planning. *
 
     -     Charities and Trustee Act 2000 advice

We believe that professional financial advice can add significant value to individuals and to businesses. Key to achieving this is our comprehensive ongoing review service, designed to create real value for our clients.

* NOT REGULATED BY THE FCA.

Allen Charlton Wealth Management Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

Allen Charlton Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 586054.

Registered in England and Wales under reference 8141709.

Registered office address

Allen Charlton Wealth Management Ltd
King Business Centre
Reeds Lane
Sayers Common
West Sussex
BN6 9LS
Tel : 01273 833 131
Fax : 01273 832 388