Charles Nicholson Asset Management was established in 2016 to provide Discretionary Investment Management to an array of clients including Private Clients, Charities, Trusts and SIPPs.
Charles Nicholson Asset Management, a branch of Raymond James, emerged from a desire to provide excellent investment expertise to clients in a traditional manner where longevity of relationship, trust and personal service form the basis of all we do.
We never forget that our clients are at the heart of what we do and we welcome a strong, personal and interactive relationship for many years to come.
I have been managing client portfolios for over 20 years in the North East and throughout the country. I began my career working at a number of placements at some large fund and investment management companies before settling on private client investment management.
I was a founding director of Iain Nicholson Investment Management where as Investment Director I was responsible for asset allocation and management of client portfolios and more latterly Head of Newcastle for Sanlam Private Wealth. I am a Fellow of The Chartered Institute for Securities and Investments and a Chartered Wealth Manager.
My objective is to offer a personal approach where knowing you well is integral to fulfilling your requirements. No one is exactly the same and everyone has their own aspirations and needs. It is our responsibility to listen, understand and help you achieve your objectives.
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
Charles Nicholson FCSI
Chartered Wealth Manager
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.