We recognise that different investors have distinct needs. We offer a broad range of assets and tax wrappers so that we can select the investments that are right for you.
We combine this unbiased approach with cutting edge technology, research and administration to create tailor-made financial solutions to meet your individual requirements.
We are Discretionary Investment Managers meaning day-to-day investment decision making for your portfolio is delegated to Charles Nicholson Asset Management. We look after portfolios for:
- Private Clients
- Trusts
- Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS)
- Charitable Trusts
Many of these clients come to us directly, however, we also work closely with financial advisers, accountants and solicitors to ensure a seamless management of a client's overall affairs.
We like to keep in touch with our clients. We have considerable expertise in running a wide range of assets within a portfolio and our clients entrust us to do this, however we like to meet up and engage with clients. We report to clients twice yearly and also have regular catch ups by phone or meeting.