0330 038 8941
Based in Market-Harborough
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FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Tom has not received any client reviews in the past 12 months
Tom has not received any reviews in the last 12 months
Tom has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Tom has not yet added their qualifications to their profile
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Tom has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Tom has not received any client reviews in the past 12 months
Tom has not received any reviews in the last 12 months
Tom has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tom has not yet added their qualifications to their profile
Qualifications not yet added
Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has not yet added their fees to their profile
Fees not yet added
Tom has not yet added their fees to their profile
Do you need help with your pensions or Investments? After years of helping clients I am well aware that one of the toughest choices of investing is knowing who to trust! If you value being kept involved in the investment process, understanding where your money is invested and why, then I would be delighted to see how we could help you reach your financial goals. What I do day to day: I specialise in helping individual clients and business owners in Leicestershire and Rutland with their investment and retirement planning needs. I am an expert in individual shares, fixed income and retirement planning including SIPPs. I spend a lot of time thinking and reading as well as conducting investment research on the companies within client portfolios. VISION & VALUES: Our vision is about placing investors’ needs first and working with individuals, businesses or charities to help them reach their financial goals. Our investment approach is driven by time-tested principles of focused quality research, portfolio diversification and a disciplined long-term horizon. In an ever changing market, we still believe in building portfolios of enduring quality and helping clients to avoid the pitfalls that erode wealth. WHAT MAKES OUR OFFERING DIFFERENT? If you like being treated as an individual, and want to receive a personalised service, then the branch I founded in Market Harborough may be right for you. Our offices are conveniently located on the High Street, providing local face to face advice based on global research. COULD YOU BENEFIT FROM A FREE SECOND OPINION? We are committed to offering a model service where people go away empowered by knowledge to make the right decisions and gain the most from their hard earned savings. We don’t charge anything for an initial consultation and if we cannot help you we will point you in the right direction. So if you need to talk to an expert team of individuals, you owe it to yourself and your family to get in touch. Best regards. Tom Spain Chartered Wealth Manager & Stockbroker
Offers available through VouchedFor
Contact Tom through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tom's clients
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Adviser Disclaimer
Henry Spain is authorised and regulated by the Financial Conduct Authority. Risk warning: with investing, your capital is at risk.