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Accountability, Transparency and Trust

As investment managers, we never forget that our clients are our business and we welcome a strong, personal and interactive relationship for many years to come.

Investment, Wealth and Asset Management

Our aim is to help you make your next financial decision the right one. Find out more about the services we can offer you.

Who we are

Charles Nicholson Asset Management was established in 2016 as a branch of Raymond James in Newcastle upon Tyne to provide Discretionary Investment Management to an array of clients including Private Clients, Charities, Trusts and SIPPs. Our aim is to provide excellent investment expertise to clients in a traditional manner where longevity of relationship, trust and personal service forms the basis of all we do.

Who we are

Asset Management

We are Discretionary Fund Managers managing portfolios for clients including:

  • Private Clients
  • Trusts
  • Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSAS)
  • Charitable Trusts

What we do

Get in touch

We're based near Ponteland in Newcastle upon Tyne. If you would like to get in touch to discuss anything please call the office on 0191 303 9320 or 07922 573873.