Financial Planning

The Mask-er-Class of 2020!

Well yesterday was certainly a different kind of annual client event for me. I bounced out of bed excited that the big yearly masterclass had arrived, and then wondered how it would be – not actually meeting with any of our lovely clients. I found myself pacing Avallenau House car park early that morning, waiting

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We are hiring!

Research Analyst Assistant (Administrative) – Training Provided.  Thomas and Thomas Wealth Management  Full Time or Part Time Hours Available – to suit candidate and business. Generous Package and Earning Potential Pension Employer Contribution 8% of salary All training and qualifications provided by employer Thomas and Thomas are a well-established Wealth Management firm. We have won

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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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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,

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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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Mastering the Class of 2018!

The cakes were all laid out……. parking spaces cleared…… nervous presenters pacing and……..Darren was jumping around in the car park beckoning clients in! How did our 2018 Investors Masterclass go? Yesterday we welcomed 20 clients and professional connections to our Avallenau House offices for our 2018 client event.  Our goal with these events is to

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