Darren Lloyd Thomas of Thomas and Thomas Wealth Management outlines the key themes that are weighing on the FTSE 100 this week. Many market analysts love to use the phrase ‘market correction’ to calmly describe a technical crash. Crashes are a way of life for investment markets. The very nature of investing into business means
Katy Caine reports back on her visit to this years ‘Good Money Week’ in London. Last week, I attended the ‘Good Money Week’ in London. I was invited to represent Thomas and Thomas at the Aberdeen Standard event which is in its fourth year. It is a small event but it is gaining momentum. The
I am writing this as Lisa and I (somewhat wearily!) travel back from the Schroders 2018 Platform Awards. This was the fourth time that we entered this highly contested award that seeks to highlight the very best financial planning firms in the UK. It particularly focuses on the firms use of technology and innovation to
Since making it to ‘Fellow’ a couple of years ago, the exam front has been a bit quiet for Darren as he has been developing the business and helping the future generation get through their own professional qualifications. However, the new ‘Adviser Competency Manual’ or ACT issued by Worthstone and supported by the Cabinet Office,
A huge Congratulations to Emma who successfully passed her R04 Pensions examination by the Chartered Insurance Institute today! This was actually the fifth diploma exam that Emma had to sit and pass in order to build towards fully qualified financial planner status. Emma has been on nothing short of a mission to pass these incredibly
I know that many of our clients will have received letters in the past weeks, telling them of investment platform name changes. I wanted to offer some of our thoughts in regards to these changes – and to tell you of our plans at Thomas and Thomas to try and minimise disruption for our clients.