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