Welcome to Tees Investment Management Limited
Our aim is to understand the individual investment needs of each client and ensure that these needs are met.
How we can help
No matter how much you’re looking to invest, or what your ultimate goal might be, we can help you put together a portfolio that will help you make the most of your money. Whether you are looking to save for your retirement or your children's future, to achieve capital growth or generate income we can help.
What to do next
We build our service around your needs and your future. Starting with an initial call, email, or meeting, we will go through your objectives and the choices available, as well as any documents which need to be provided and forms to complete. This discussion need only take a short time and of course you can take as long as you like to consider our recommendations, or come back to us with any questions.
To find out more, give us a call – we offer a free consultation and can even visit you at home if that’s more convenient. Tell us what you want to achieve and we’ll let you know how we can help.
Our Investment Management system provides an online platform that enables clients to keep up to date with their portfolios. To login, please click here.
I am Head of Investment Management at Tees Investment Management Ltd, with almost 35 years’ experience in the investment industry, both internationally and in the UK. I am also a Chartered Member of the CISI (Chartered Institute of Securities and Investments). My expertise is in developing and implementing a broad spread of global and multi-sector investment strategies across a full range of client accounts - from private clients, charities and pensions, through to ISAs and trusts. My role allows me to ensure that my team focus upon a strongly embedded investment philosophy and process in building our bespoke investment portfolios and risk-monitored, asset allocation investment models. We work carefully to ensure they remain suitable for, and will continue to meet, the specific needs and objectives of our clients.
I provide advice to individuals and trustees on the most suitable and effective investment strategies. I am an Associate Member of the CISI (Chartered Institute of Securities and Investments) and have over 35 years’ experience in the capital markets, providing advice across a broad range of investment products and strategies. These include: trading on the London Stock Exchange floor, research sales in collective investments, equities and derivatives to institutional and hedge fund investors, corporate broking in the AIM market and ten years’ experience as a private client stockbroker.
I am an investment manager providing advice on a range of investment strategies and products to private clients and trustees on a discretionary basis. I am a Chartered Fellow of the CISI (Chartered Institute of Securities and Investments) with over 17 years’ experience in the investment industry. My area of specialism is in the creation and management of investment portfolios which are tailored to clients’ specific needs and objectives. This involves analysing the stock markets across the globe and being able to select and combine funds from an extensive range of collective investments.
Tees Investment Management Limited launched in February 2020 as an enhanced strategic relationship with Vartan Ravenscroft - a local Peterborough investment manager and part of the wider Guernsey-based Ravenscroft group.
Vartan Ravenscroft has a similar ethos and dedication to personal client relationships as we do, as well as commitment to the future continued success of all our investment clients.
Following the decisions of the UK Government all four of us are working from home.
We are available on our normal contact numbers and emails.
We are confident that we can maintain essential services. As always, if you have any questions or concerns please feel free to give us a call and we'd be happy to talk to you in more detail.