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March 2022 Update – Year in Review 2021

March 2022 Update - Year in Review 2021

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.