Investments do not need to be complicated. We look to match your goals and objectives with the right investment mix for you, making your money work smarter while you hopefully sleep well at night. If you are looking to make sense of your investments, and to understanding where your money is invested and why, then we would be delighted to help you reach your financial goals.
Services
At Henry Spain Investment Services, we are focused on delivering a proactive and personalised wealth management service to help our clients achieve what is important to them. Our offices are conveniently located in the heart of two market towns, where we provide local advice based on global research.
Our Discretionary Managed Service takes care of the day-to-day management of your portfolio allowing you to have peace of mind that we are taking full advantage of investment opportunities as they arise. An investment portfolio is tailored to your specific needs and will be within agreed parameters that aim to meet your investment objectives.
We start by understanding how much income you will need in retirement and work back to show you how much you either need to save or achieve in investment returns to meet your goal. Our cash flow reports help to identify how much of your retirement income target is already covered and what you need to do to achieve your objectives.
We find the service very competent and friendly. Especially useful is the on-line account which enables us to track the performance of all of our investments whenever we want. This also gives full transparency of charges, which we have not had before. Due to government changes to pensions in 2015 I contacted Henry Spain Investment Services at their Market Harborough branch.
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