Latest News

Emma Qualifies with Final Financial Planning Exam

It is with some pride we can tell all of our clients today that our trainee Financial Planner Emma Jones has received her final exam results today and she passed! Emma has been on a grueling 18 month challenge, taking Six Financial Planning Exams from the Chartered Insurance Institute (CII).  This last exam (R06) was

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Darren Wins National ‘Impact Champion’ 2018 Award.

We thought that all of our clients would love to share in Darren’s news. Yesterday, he traveled to London to speak at the Annual Impact Investment Academy and Awards where he was also awarded ‘Individual Financial Adviser of the year 2018’. This Award was given by a panel of five independent judges who considered many

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Katy Investigates the New Probate Fees

  • 06/11/2018

The New Probate Fees – Just Another Death ‘Tax’? More details are emerging from last weeks’ budget which Darren reported on at the time. Today probate fees caught our eye and we see this as an issue that could affect our client’s estates. What are probation fees?  A fee which is paid when administering someone’s

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What did today’s budget offer our Clients?

  • 29/10/2018

Mr Hammond’s 2018 budget, delivered to Parliament today, was billed as one of the toughest political juggling acts of a generation. With the Prime Minister having basically ‘spent the budget’ in her conference speech, the pressure was on for the Chancellor to deliver an ‘end to austerity’.  Comparisons were being drawn to the time when

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What’s happening to the FTSE today?

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

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How ‘Good’ is your investment?

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

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