Henry Spain Investment Services Market Harborough & Oakham Information

DISCRETIONARY INVESTMENT MANAGEMENT FOR FINANCIAL ADVISERS Close collaboration with our partners is at the core of client service, helping professional advisers to focus on the financial planning needs of their clients with the support of an experienced Investment Manager at their side. We understand the importance of serving you and your clients well and we pride ourselves on both the quality of advice given as well as the high level of service we deliver. THE POWER OF A POSITIVE PARTNERSHIP At the Henry Spain Investment Services Market Harborough and Oakham branches we recognise the importance of the existing relationship between a Financial Adviser and their client and we look to compliment this through our discretionary managed service which allows financial advisers to benefit from our global research and expertise. With access to our secure online system you can view your client portfolios at anytime and print reports that help you keep track of the progress towards your client's goals. We can also provide access to a full range of tax wrappers including ISAs, Pension wrappers including SIPPs together with a range of offshore portfolio bond wrappers. PROFESSIONAL CONNECTIONS We partner with other professionals such as solicitors and accountants who share our values and seek to offer the same high standard of quality advice. Working in tandem with other professionals helps our clients to gain a greater sense of perspective on their unique situation and needs. CONTACT DETAILS Henry Spain Investment Services 49a High Street, Market Harborough, Leicestershire, LE16 7AF Tel: 01858-898-023 Henry Spain Investment Services 3 Church Passage, Oakham, Rutland, LE15 6DR Tel: 01572-897-510 Web: www.henryspain.co.uk email: info@henryspain.co.uk Henry Spain Investment Services Limited is authorised and regulated by the Financial Conduct Authority.