Get in touch 0333 323 2649 HOME WHO WE ARE OUR SERVICES OUR TEAM NEWS CAREERS PRICING PAY ONLINE OUR OFFICES CATALYST YOUR MONEY MATTERS Home Your Money Matters TBI Investment Management & Wealth Planning 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 £60m. TBI Investment Management 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 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. 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. TBI Investment Management prides itself on its investment expertise and the high quality of its service, and the firm is a member of the Wealth Management Association. Please visit www.tbiinvestments.co.uk or call 01429 350346. TBI Investment Management is a trading style of TBI Investments Limited, which is part of the Tilly Bailey & Irvine group. TBI Investments Limited is authorised and regulated by the Financial Conduct Authority, reference 799931. The services provided by TBI Investment Management may place your capital at risk. BACK TO TOP TBI Investment Management & Wealth Planning Do you need help making a will? We have experts who can help. NEWS & OPINIONS "70% increase" in demand for Wills during coronavirus crisis March 2020 saw a 70% increase in demand for making a will. Tilly Bailey & Irvine Solicitors... TBI's award-winning Probate Solicitors re-accredited Tilly Bailey & Irvine Solicitors has again received re-accreditation under the Law... READ MORE BROWSE HOME WHO WE ARE OUR SERVICES OUR TEAM NEWS CAREERS PRICING PAY ONLINE OUR OFFICES CATALYST NEWSLETTER SIGN UP ACCESSIBILITY COMPLAINTS PROCEDURE TERMS & CONDITIONS PRIVACY POLICY COOKIE POLICY SITEMAP HEAD OFFICE Limited Liability Partnership Registered in England Number OC315000 VAT Number: 159 4523 87 Registered Office: York Chambers York Road Hartlepool TS26 9DP The term partner is used to refer to a member of Tilly Bailey & Irvine LLP or an employee with equivalent standing and qualifications. INFORMATION © 2018 Tilly Bailey & Irvine 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 Your choice regarding cookies on this site Clicking the Accept All button means you are accepting analytics and third-party cookies (check the full list). We use cookies to optimise site functionality and give you the best possible experience. To control which cookies are set, click Settings. Accept All Settings