About - Get to know us
Our Vision
To make a positive difference by offering a service of choice
Working with clients and their families to help them reach their financial goals
Creating a legacy of excellence
Our Values
Placing investors needs first and always doing the right thing
Honesty & Integrity
Continuity & Stability
We make quality long term investments and only invest in things we understand
Our Service
Discretionary Investment Management
Pensions and Retirement Planning
Inheritance Tax Planning
About us
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.
In a complex and changing world our clients find our personal and straightforward approach to investing refreshing. We plan to work with you over the long term and build a relationship of trust, where you can have confidence in the advice you receive.
If you like being treated as an individual, and want to receive a personalised service, then give us a call or visit one of our local offices to find out if we can help you.
Tom Spain
Director, Chartered Wealth Manager & Stockbroker
Tom Spain founded the business in 2010, naming the business after his father a man of integrity and exceptional leadership. Tom wanted to be able to manage client funds in the same way he does his own and to base his business in the heart of two rural local communities he feels a strong affinity with.
In his early career Tom worked as a stockbroker at Edward Jones, originally based in Canary Wharf London, it was not long until he was asked to found a practice in Leicestershire that grew to be one of the largest in the firm. When Edward Jones closed their business in 2009, Tom decided to continue to serve the local community and found his own practice. Many of Tom’s clients have worked with him from the very beginning and become his best advocates for his straightforward approach to investing in quality businesses.
Tom holds a variety of financial qualifications including the Chartered Institute for Securities and Investment’s level 6 qualification in Private Client Investment Advice & Management as well as the Chartered Insurance Institute’s Diploma in Financial Planning. Tom is a Chartered Wealth Manager and member of the Chartered Institute of Securities and Investment as well as a member of the Personal Finance Society.
How Tom helps clients day to day:
Tom specialises in helping individual clients and business owners in Leicestershire and Rutland with their investment and retirement planning needs. Tom is an expert in individual shares, fixed income and retirement planning including SIPPs. He spends a lot of his time thinking and reading as well as conducting investment research on the companies within client portfolios.
Ben Manship
Wealth Manager
Ben enjoys playing golf and snooker in his spare time and will always step up to team challenges in our quarterly team days. With experience in managing relationships with clients, Ben is highly focused on customer service and client satisfaction.
Ben day to day helps clients in Rutland and surrounding areas to manage their financial future and assists clients and business owners to achieve their financial goals and objectives. This could include planning for retirement, inheritance tax planning, saving for a house, or for private education fees.
Ben has completed his Diploma in Regulated Financial Planning from the Chartered Insurance Institute.
Ben Miles
Wealth Manager
Ben joined Henry Spain to pursue a passion for investing and helping others. Ben has always been local, and is committed to his cricket, he enjoys supporting the development of young players of the Billesdon Cricket Club.
Ben meets with clients at the Market Harborough Office, in order to help them to discover their financial aspirations. Actively listening and supporting the needs of clients with patience and a warm smile, Ben will be there to support any changes in circumstances where financial planning is required in retirement or inheritance.
Ben has completed his Diploma in Regulated Financial Planning from the Chartered Insurance Institute.
Blake Pain
Wealth Manager
Blake is a passionate advocate of helping people to help themselves which is why he has chosen to invest his accrued experience and knowledge into a future career within wealth management at Henry Spain Investments Services.
Blake’s background has taken him from Music Scholar to being one of the youngest elected leaders of a local authority within the country. Although Blake is no stranger to the world of corporate finance, having previously brokered Commercial Asset Finance, his years of public service and his membership of such bodies as the Leicester and Leicestershire Enterprise Partnership have underlined to him how important it is that people have the opportunity to access honest and affordable financial advice.
Blake believes that helping people to protect their financial health as they would their physical health is hugely important and is therefore looking forward to helping clients secure a healthy financial future.
Dev Panesar
Wealth Manager
Dev enjoys travelling and exploring the world with friends. Dev also enjoys going to the gym and cooking.
Dev joined Henry Spain following several years working in the banking sector and gaining valuable experience in managing client relationships. Dev has a degree in Business Management and Accounting and Finance. Together with his experience in helping clients, combined with his knowledge and interest in the industry, Dev hopes to help local clients plan and stay on track with their financial goals.
Dev has completed his Investment Advice Diploma from the Chartered Institute for Securities and Investment.
Rob Humphrey
Client Relationship Manager
Rob grew up in Market Harborough and has a strong connection with the town and surrounding area. Rob joined Henry Spain from the Asset Management industry, with a desire to pursue a career in financial planning, whilst being able to spend more time with his young family, after spending several years working in London.
Since starting a family, Rob understands the importance of creating financial stability for his loved ones and hopes to use his skills and experience to help others achieve this for themselves.
In his spare-time, Rob is enthusiastic about sports and is a keen football and rugby fan as well as a budding golfer. He is also at his happiest when taking long walks in the countryside with his Sprocker Spaniel Elton.