Investment Management services

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.

Our Team

Contact Us

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