Charlton House Wealth Management Limited

This firm operates as an appointed representative of Julian Harris Financial Consultants and JULIAN HARRIS ADVISER NETWORK LIMITED. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

David Snelling
IRN DXS01796
- Employed By (since 1 Oct 2025)
- Employed By (30 Jun 2020 to 5 May 2022)
Nicholas James Robinson
IRN NXR16722
- Employed By (15 Oct 2020 to 26 Nov 2020)
Tat Yeung Wong
IRN TXW00431
- Employed By (since 28 Nov 2025)

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.