March 2022 Update – Year in Review 2021

Tom Spain Director, Investment Manager & Stockbroker

Published: 15 March 2022

Year in Review 2021: Listen to Tom’s review of our portfolio performance.

2021 proved to be a satisfactory year for client portfolios.

01-01-2021 to 31-12-2021 our portfolios performed: Cautious 14%, Balanced 15%, Growth 16%, and IHT AIM 30%.

Tom Spain

Director, Investment Manager & Stockbroker

Tom founded the business in 2010 and 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.

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment.

Before contemplating any investment, you should consider whether you require any advice from a financial adviser which we would be happy to provide. Tax benefits and allowances described above are based on current legislation and HM Revenue & Customs practice and depend on personal circumstances. These may change from time to time and are not guaranteed.

Tom Spain

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment.

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