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.
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