Ethical Investments

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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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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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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Darren Passes Social Investment ACT Qualification

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,

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Emma Jones reports on our latest ethical investment client survey:

Darren has been building bespoke ethical investment portfolios for his clients for the past 13 years or so. Upon joining Thomas and Thomas as a trainee financial planner, I was immediately fascinated by this area of investment. Since the launch of our unique ‘Pro-Ethical’ offering in January last year – we have seen a marked

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Brochure

Download our Ethical Brochure

Download our short ethical brochure to get a good idea of our approach and offerings.

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