Latest News

Thomas and Thomas Awarded ‘Transparency Champion 2019’ from the NMA Top 100

The evenings have drawn in, mud and rain abounds and ‘Brexit’ seems more likely than finding a plumber to service my boiler! It was therefore extremely wonderful news to be informed that Thomas and Thomas have been awarded a very special accolade by the prestigious industry publication ‘NMA’. For the past eight years, thousands of

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Katy Caine considers the value of inherited ISA allowances for clients:

The Individual Savings Account (ISA) made its debut on April 6 1999 as the successor to the Personal Equity Plan (PEP) and Tax Exempt Special Savings Account (TESSA). Annual allowances have increased gradually since the creation of the PEP from £2,400 (in 1987) to a current £20,000 (2019/20) per annum. To this end, savers have

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The October Blues

You must be feeling it right now. The mornings are cold and damp, the evenings are stealing the sunlight and that’s before they put the clocks back! Stock markets are like an oversensitive friend, things are great on the up, but be very careful when they are feeling wobbly.  October is a notoriously difficult month

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Thomas and Thomas Pick Up ‘Highly Commended’ at UK ‘Leading Adviser Practise’ Awards.

I returned to London last night to attend the annual glitzy Schroders UK Platform Awards, presented by TV Host and Journalist Kate Silverton. Perhaps one of the hardest fought categories within the awards every year is the UK’s ‘Leading Adviser Practise’ which celebrates firms with 10 advisers or less from all around the UK. The

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Welcome to our new team member Sophie!

Welcome Sophie! We are delighted to announce that we have been joined by our new Trainee Financial Planner – Sophie. Katy, Lisa and I have been searching high and low for the past few months. Trying every job advertising site we could as well as Universities and Colleges. In the end, we found Sophie when

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The Class of ’19

Yesterday we held our 7th Annual Client Investors Masterclass at our Avallenau House Offices. I arrived early at 7.30 am to open up, all the preparation now complete, just a waiting game to welcome speakers, helpers and clients alike.  In truth I’d been awake several hours earlier – these events always make me nervous –

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