Business Details
16 Years
experience
Your Trusted Financial Partner for Investment and Retirement Planning
Established in 2010, Henry Spain Investment Services delivers bespoke wealth management solutions rooted in integrity and expertise. Our approach prioritises client needs, combining local insight with global research to craft investment strategies aligned with individual financial goals. With offices in Market Harborough and Oakham, we focus on building long-term relationships grounded in transparency and trust. Our team of qualified professionals specialises in discretionary portfolio management, pension planning, and inheritance tax mitigation, ensuring clients receive tailored advice suited to their unique circumstances.By maintaining a commitment to continuous client education and open communication, we empower individuals to navigate complex financial landscapes with confidence. Our fee structure remains clearly defined, eliminating hidden costs, while regular portfolio reviews and digital access tools provide ongoing visibility into investment performance. With decades of collective experience in the financial services industry, we remain dedicated to delivering outcomes that stand the test of time.
Services
Investment Management
Pensions Planning
Retirement Strategy
Inheritance Tax Planning
Discretionary Portfolio Management
Cash Flow Analysis
Online Portfolio Tracking
Details
- Year established: 2010
Highlights and features
- Over 15 years of combined experience in wealth management
- Personalised investment strategies aligned with client goals
- Transparent fee structure with no hidden charges
- Online portfolio access for real-time investment tracking
- Regular face-to-face reviews with dedicated investment managers
Associations and certifications
- Financial Conduct Authority
What people say
Competent and friendly service
Superior investment returns
Transparent charges visible
Expertise at end of phone
Personalised service approach
Services
Discretionary Investment Management
Our discretionary managed service handles day-to-day portfolio decisions while maintaining agreed investment parameters. Clients benefit from global research insights, regular performance monitoring, and tailored portfolio adjustments. Online access allows tracking of investments with transparent fee visibility and customisable reporting capabilities.
Pensions & Retirement Planning
We create cash flow projections to determine retirement income needs, review existing pension investments, and optimise tax-efficient withdrawals. Regular reviews ensure alignment with evolving personal circumstances and market conditions while maintaining long-term investment horizons.
Inheritance Tax Planning
Specialised advice focuses on transferring wealth efficiently through legal tax reduction strategies. Services include estate reviews, implementation of tax-exempt vehicles, and creation of legacy plans that align with clients' intergenerational wealth transfer objectives.
Cash Flow Analysis
Detailed projections identify gaps in retirement funding and track progress toward financial goals. The service integrates investment performance, tax implications, and regular savings contributions to create structured pathways toward achieving financial objectives.
Online Portfolio Tracking
Secure client portals provide real-time investment monitoring, valuation reports, and fee transparency. Users can analyse individual investment performance, generate custom reports, and maintain ongoing visibility of portfolio adjustments made by their designated investment manager.
People
Tom Spain
Director & Chartered Wealth Manager
Founded Henry Spain in 2010 after 8 years at Edward Jones. Holds Level 6 CISI qualifications and CII Diploma in Financial Planning. Specializes in individual shares, fixed income, and retirement planning strategies.
Ben Miles
Wealth Manager
Qualified with Chartered Insurance Institute Diploma. Focuses on helping Market Harborough clients with retirement and inheritance planning through active listening and patient client education.
Blake Pain
Wealth Manager
Combines corporate finance experience with public sector leadership background. Advocates accessible financial advice while specialising in wealth protection strategies and long-term financial health planning.
Rob Humphrey
Wealth Manager
Transitioned from asset management in London to focus on local financial planning. Applies industry expertise to create family financial stability solutions while maintaining client-focused service delivery.
Questions
What investment services do you offer?
We provide discretionary portfolio management, pension planning, inheritance tax mitigation, and cash flow analysis tailored to individual financial goals.
How do you charge for your services?
Our fee structure remains transparent with no hidden charges, clearly defined during initial consultation based on the service required.
Can I access my investments online?
Yes, all clients receive secure online access to track portfolio performance, generate reports, and monitor investment returns in real-time.
Do you offer retirement planning assistance?
We specialise in creating retirement income strategies, reviewing existing pensions, and optimising tax-efficient withdrawals through regular face-to-face reviews.
What qualifications do your advisers hold?
Our team includes Chartered Wealth Managers and qualified professionals with designations from the Chartered Institute for Securities & Investment and Personal Finance Society.
How are investment decisions made?
Decisions follow detailed client assessments of risk tolerance and goals, supported by ongoing research and quarterly portfolio performance monitoring.
