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

Read More

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

Read More

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. 

Read More

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

Read More

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?

Read More

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,

Read More


Download our brochure

Find out much more about us and the way that we work.