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 at Tilly Bailey & Irvine Solicitors.
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.