TBI Investment Management & Wealth Planning
TBI Investment Management is your most flexible service for all savings and money matters.
Part of the Tilly Bailey & Irvine group, TBI Investment Management provides discretionary management of individual portfolios for private investors, trusts, pension funds (including SIPPs and SSAS) and charities. Current funds under management are around £50m.
TBI Investments services include:
Discretionary portfolio management including ISAs
Full nominee service
Automated income payments
Full Capital Gains Tax service
Consolidated tax certificates
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.
Peter Jackson is the head of the department; he is a Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment (the CISI). Peter has 28 years of managing discretionary money for private clients, 19 years 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 six years.
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.