Henry Spain

At Henry Spain Investment Services, we are dedicated to delivering a proactive and personalised wealth management service to help our clients achieve what is important to them. Our experienced team, led by Director Tom Spain, Chartered Wealth Manager & Stockbroker, takes the time to understand each client's unique goals and objectives, creating tailored portfolios to help fulfill their long-term investment needs.

Our Services

We offer a comprehensive range of services designed to help our clients make the most of their investments. Our expertise includes Discretionary Investment Management, Pensions and Retirement Planning, and Inheritance Tax Planning. We believe that investing should be straightforward and stress-free, which is why we provide a holistic service that takes into account each client's individual circumstances and goals.

Our Approach

We take pride in our personal and straightforward approach to investing, which is based on global research and local advice. We understand that every client is unique, and therefore, we take the time to understand their goals, risk tolerance, and investment objectives before creating a tailored portfolio. Our aim is to build long-term relationships with our clients, based on trust, integrity, and a deep understanding of their needs.

Our Values

At Henry Spain Investment Services, we are committed to our core values, which include placing our clients' needs first, doing the right thing, and providing continuity and stability. We believe in honesty and integrity, and we only invest in things we understand. Our goal is to make a positive difference in our clients' lives, creating a legacy of excellence that will last for generations to come.

Our Expertise

With years of experience in the financial industry, our team has the expertise and knowledge to provide expert guidance on a range of investment matters. We have a deep understanding of the complexities of the investment market, and we are committed to staying up-to-date with the latest research and trends. Our clients can have confidence in the advice they receive, knowing that it is based on our extensive knowledge and expertise.