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Portfolio and Market Update Q1 – 2023

Portfolio and Market Update Q1 - 2023
Listen to Tom’s review of Q1 2023
Please note that the viewer should not take our discussion and reference to the business, our holding in the business, or historical trades as a recommendation to buy. Please seek relevant advice before investing.

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.