About - Get to know us
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
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
Discretionary Investment Management
Pensions and Retirement Planning
Inheritance Tax Planning
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.
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 joined the Henry Spain team in June 2019 looking for a new career in the financial services sector after a successful background in Business Development and Estate Agency. With vast experience in customer facing roles Ben is highly focussed on customer service and client satisfaction.
After completing our internship programme Ben has qualified and progressed to the role of Wealth Manager helping clients manage their financial future in Rutland and surrounding areas. Day-to-day Ben is happy to assist 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 and plans to become further qualified in surrounding areas and take more exams in the future.
Client Relationship Manager
Ben Miles joined Henry Spain in 2021 to pursue a passion for investing and helping others. After graduating from the University of Lincoln, Ben moved into the e-commerce industry and helped to maintain a successful country clothing website, with a key aim of making navigation and accessibility easier for customers.
Having excelled in a number of exams, Ben now enjoys meeting clients at the Market Harborough Office, and finding out about our clients’ goals and aspirations.
Ben aims to continue to further develop his professional expertise within the business and help more people locally to meet their financial objectives.
Client Relationship Manager
Rebecca Hearn joined Henry Spain Investment Services in 2021 after working in pensions administration for over 3 years. From graduating De Montfort University with a First-Class Honours degree in Business and Management, Rebecca began working at a wealth management firm on an accelerated graduate scheme. She was a key provider of support to a team of wealth management advisors whilst managing all aspects of client affairs.
Based in the Oakham office, Rebecca is currently studying for her exams whilst providing pension administration support. Going forward, she is looking to gain exposure to advising by attending client meetings, learning how to help clients achieve their financial aspirations.
Client Relationship Manager
Simal Desai joined Henry Spain in January 2022 seeking to begin a career in the financial sector after graduating with a Masters of Law, and a Bachelor of Arts in Management Studies (Finance) from the University of Leicester.
Prior to joining Henry Spain, Simal spent 4 years working in the Legal sector alongside completing her degrees and has gained invaluable experience in maintaining and developing client relations.
On a day to day basis, Simal’s role consists of trading and she is currently in the process of obtaining a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. She intends to continue developing her knowledge and proficiency within the organisation with the view of qualifying as a Wealth Manager and aiding clients in meeting their financial goals.