Latest News

It’s back to the ‘Beast’ for Darren!

A few years ago, I raised money for Cancer Research thanks to our wonderful clients. I ran the Preseli Beast – which is a marathon foot race across bogs, rocks, fields and streams – taking in climbs that total one and a half times the assent of Snowdon.  Something has possessed me to put my

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Please join us for our Thomas and Thomas Beach Clean

I think you’ll agree that Pembrokeshire’s Beaches are gorgeous – but unfortunately plastic litter is becoming a far too familiar sight along our coastline. Plastic litter can originate from various places such as being dropped locally – either intentionally or accidentally – but most of it is brought in by high tides after travelling many

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The results of our 2019 Ethical Investment Survey are in!

Last month we sent out our annual ‘Pro-Ethical’ questionnaire to all of our Pro-Ethical clients.  We wanted to know what ‘ethical investment’ looks like collectively to our clients. Once again we used Survey Monkey to create a very simple questionnaire that allowed our clients to select measures of importance from 0-3 for various potential investments. 

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Our Annual Investors Masterclass – Save The Date!

We are delighted to announce the date of our annual Investors Masterclass as the 9th of July 2019. Our clients will know that we love to hold a special session once a year where we share financial planning tips, ideas and updates. We always invite a ‘star fund house speaker’ and this year we have

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Positive News in a Negative Market

It’s tough out there right now for investors.  We know that markets will recover, but you would be forgiven for feeling a trifle negative currently.  We are seeing that our client portfolios have currently managed to reduce the full impact of FTSE 100 losses – but is there anything more we can feel positive about?

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Storms Ahead or Opportunity?

Darren looks back on 2018 and considers what may come in 2019 for our firm and our clients. Our Team: Katy returned to the team from maternity leave in June and within days it was as if she had never been away!  Her knowledge and personality make her a huge asset to our clients. Meanwhile,

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