Investments & Wealth Planning

TBI Investment Management is your most flexible service for all savings and money matters. This service allows us to handle your financial assets and other investments, not just through the process of buying or selling them.

The success of the service is due to building strong personal relationships with clients and the high quality of the investment team – the core team has been together for over a decade and has an average of twenty years’ experience in the securities industry.

Current funds under management are around £60m.

Investment Management services

TBI Investment Management provides discretionary management of individual portfolios for private investors, trusts, pension funds and charities.

Our services include:

Discretionary portfolio management including ISAs
Full nominee service
Automated income payments
Full Capital Gains Tax service
Consolidated tax certificates

Call: 01429 350 346

Our Team

Peter Jackson is the head of the team; he is a Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment (the CISI). Peter has over 30 years of managing discretionary money for private clients, over 20 of which have been within the Tilly Bailey & Irvine group.

Richard Robson is an investment manager and the operations manager. He is a Member of the Chartered Institute for Securities and Investment. He has been with the Tilly Bailey & Irvine group since 1998 and an investment manager for over 10 years.

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Individual client reports are provided on a quarterly basis, and the team at TBI Investment Management liaise with your accountants, financial advisers, and other professional contacts as necessary. Although investments are managed by the investment team, the close involvement of Tilly Bailey & Irvine’s private client lawyers maintains the connection between a client’s financial and legal affairs.

Please call us on 01429 350 346 or visit our dedicated website below.

TBI Investments

Contact us for more details on how we can help.

Hartlepool: York Chambers, York Road, Hartlepool. TS26 9DP
Stockton: 11 Bridge Road, Stockton-on-Tees. TS18 3AD
Wynyard:12 Evolution,Wynyard Park, Wynyard .TS22 5TB
Barnard Castle:8 Newgate, Barnard Castle. DL12 8NG

Hartlepool: York Chambers, York Road, Hartlepool. TS26 9DP
Stockton: 11 Bridge Road, Stockton-on-Tees. TS18 3AD
Wynyard: 12 Evolution, Wynyard Park, Wynyard .TS22 5TB
Barnard Castle: 8 Newgate, Barnard Castle. DL12 8NG

Email: info@tbilaw.co.uk

0333 444 4422

Limited Liability Partnership Registered in England Number OC315000

VAT Number: 159 4523 87

SRA number: 439536

Tilly Bailey & Irvine LLP is a limited liability partnership registered in England (number OC315000) and is authorised and regulated by the Solicitors Regulation Authority.

The Legal Ombudsman is an independent and impartial scheme set up to help resolve legal service disputes. Their website can be viewed at WWW.LEGALOMBUDSMAN.ORG.UK

Investment Management services

Our Team

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Contact us for more details on how we can help.