At Thomas and Thomas finance, we believe in starting with the most important person – YOU! Sadly, so many financial institutions seem to try and make you fit their solutions. We are different. Our commitment, as an IFA, is to offer you a financial advice experience like no other you have ever received. We take pride in knowing far more about our clients financial goals and dreams than any one else they have ever dealt with.
Our services
Fellow, Chartered and Certified Financial Planner
Cefa 1, Cefa 2, Cefa 3, J11 (Platform Paper), J10 (Discretionary Investment Management), Cemap, R04 (Retirement Planning), J06 (Investment Principles and Portfolio Management), CF2 (Investment and Risk), H15 (Financial Services Supervision), G10 (Taxation and Trusts), G20 (Advanced Investments), CF8 (Long Term Care Planning), ER1 (Equity Release), RO1 (Regulation & Ethics), The Certified Financial Planner paper issued by the Institute of Financial Planners April 08, Investment Management Certificate Part 1, R05 (Financial Protection) R03 (Personal Taxation), Granted Chartered Financial Planning status in June 2012, Granted CII Fellow status November 2015, Granted CISI Fellow status September 2022, Social Investment ACT Qualification (Worthstone 2018), CISI Vulnerable Customers 2021.
Darren has twenty-five years of qualified experience in financial services and has worked for major banking institutions and a high net worth niche IFA. He has contributed to many articles over that time in various newspapers and journals and believes passionately in bringing the status of a true independent adviser up to that of the specialist lawyer or accountant.
Financial Planner
R01 (Financial Services Regulation and Ethics), R02 (Investment Principles and Risk), R03 (Personal Taxation), R04 (Pensions and Retirement Planning), R05 (Financial Protection), R06 (Financial Planning Practice)
CISI Vulnerable Customers 2021.
We were delighted when Bethan joined us in 2020. Bethan is a highly organised individual with a career history in the NHS where she provided a first class service in various roles. Bethan qualified in 2023 as a fully regulated Financial Planner and now looks after some of our treasured clients at Thomas and Thomas. Her attention to detail and efficiency really helps us to maintain our award winning client service.
Governance and Audit
Investment Management Certificate Part 2, Cefa 1, Cefa 2, Cefa 3, Cemap, MAQ Mortgage paper, Advanced Cemap Certificate in Commercial mortgages (cecm).
Lisa has worked for a major high street Bank and also a Life Assurance company as a financial adviser and mortgage adviser. Lisa has also worked for the Local Authority Audit department and the Clinical Governance section of the NHS. Her organizational skills and administrative abilities are part of the reason that our clients are so well looked after.
Client Account Manager
R01 (Regulations and Ethics), R02 (Investment Principles and Risk), R03 (Personal Taxation), R04 (Pensions and Retirement Planning), R05 (Financial Protection), R06 (Financial Planning Practice), Social Investment ACT Qualification (Worthstone 2020), CISI Vulnerable Customers 2022, CISI Sustainable and Responsible Investment Professional Assessment 2023.
Katy joined the team in 2014 with a Degree from Cardiff University and experience working at a mortgage practise. Katy is a fully qualified financial planner and is well regarded within our profession as being a leading light for female financial planners. She is passionate about socially responsible investment and offers our clients a caring and extremely knowledgeable financial planning service.
Administration Assistant
Keeping it in the family is important to us at Thomas and Thomas. Carys started her role at the firm as our film star!
Carys now covers school holiday shifts at the firm and she has proven to be particularly adept at preparing client valuations, ISA work, fee maintenance and her speciality – preparing for the legendary Thomas and Thomas annual client masterclass.
If you are lucky enough to get Carys when you call up, make sure you ask for her recipe for lemon drizzle cake – it is (as the young people say) ‘epic’.
