Bringing the personal touch to wealth management

Nov 14 2007 By The Journal

WEALTH management experts aim to provide businesses with an extra-personal touch.

Iain Nicholson Investment Management – originally a department of Iain Nicholson & Co Solicitors – provides a bespoke wealth management service to clients not only regionally but nationally and internationally.

Located in the developing village of Ponteland, Northumberland, the business specialises in wealth management with a particular concentration on discretionary portfolio management for private clients and trusts.

The firm aims to have an overall view and involvement in the client’s financial matters and the client can enjoy the simplicity derived from having a comprehensive management of his or her affairs.

The company considers that a client needs not only an investment management service but a broader concept of wealth management.

The firm hopes that clients will consider their overall asset position including real property, fixed interest, equity-based investments and deposits and put this into a financial plan.

Iain Nicholson Investment Management will work with a client’s lawyers and accountants to achieve this goal.

Portfolios are managed on a discretionary or advisory basis.

The firm has managed portfolios for clients on a discretionary basis for many years taking into account the specific requirements of each individual client at the beginning and constructing a suitable portfolio.

The firm also appreciates the importance of investment management in retirement planning and is involved in the running of funds for self invested personal pension schemes (SIPPS).

The funds are run very stringently taking into account the individuals’ retirement age and pension requirements.

Tax efficient investing is important and we encourage the use of tax efficient investment, maintenance of existing PEP holdings and use of the ISA allowance.

Clients value the sensible and bespoke advice when planning for the future in an ever-complicated and global financial market.

For a free first financial consultation, contact Charles Nicholson at Iain Nicholson Investment Management Limited, 11 West Road, Ponteland; tel: (01661) 867809 or email: invest@iainnicholson.co.uk  

Iain Nicholson Investment Management Limited is authorised and regulated by the Financial Services Authority.