Peter Jackson
  • Peter Jackson

  • Investment Manager

Qualification:

Nottingham University, BA (Hons) 1973, IMC 1994, CISI PCIAM Level 6, 2013. 

Career History:

Oil industry 1976 to 1986

Barclays Bank 1986 to 1987

Maunby Investment Management 1987 to 1996

Tilly Bailey & Irvine 1996 to Present 

Experience and Expertise:

For 28 years, I managed private client discretionary portfolios for individuals, including, Trusts, small Pension schemes (SIPPs and SSASs) and charities using a full range of investments.

Corporate Social Responsibility/Pro Bono/Community Relations:

Chairman of Finance and Governor ,Primary school , Leeds,1992 /2008

Professional Memberships/Directorship:

TBI is a member of the WMA, the Wealth Managers’ Association

I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI ) and, under its auspices, a Chartered Wealth Manager