Financial Planning

The Beach Clean is ON! May the fourth be with you!

We thought the best date to hold our 4th annual beach clean was May the 4th this year. Many of our clients have come to help us over the years, as we scour the sand and stones at Newgale Beach for Plastic Bottles, Fishing Tackle, Cans, Flip-Flops and other mystery items! The point of our

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Beth Grabs Another CII Qualification!

Huge Congratulations to Bethan who has just passed the R04 Pensions Paper from the Chartered Insurance Institute (CII). Beth had been studying for this tough Pensions exam over the past few months and managed to bag a successful pass on the first attempt which is no mean feat. Trust me – this was the one

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No More Bailey-Out’s!

The past few weeks have most certainly been a concerning rollercoaster for UK Bond markets. The media have absolutely loved it! It’s been a complete feeding frenzy. Anywhere you turn, you will hear the repeated assertion that the Government Mini Budget ‘caused’ Gilt yields to rise to dangerously high proportions, thus hurting Gilt prices and

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Darren Awarded Second ‘Fellow’ Accreditation

We are delighted to inform all of our clients that Darren has successfully achieved the latest qualification for the Thomas and Thomas team. The Chartered Institute for Securities and Investments (CISI) have awarded Darren the title of ‘Chartered Fellow Financial Planning’ which is considered the pinnacle of qualifications for Financial Planners in the UK. This

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Our 2022 Beach Bash!

We met today for our 4th annual Thomas and Thomas Beach Clean. Once again, we decided that Newgale Beach was the best place, due to parking and the vast amount of pebbles that trap debris from the sea. We were joined by seven wonderful client volunteers this morning, as we braced ourselves against the strong

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Stick with the plan!

Right now, the world really does seem a complete mess. Stock markets around the Globe have been in ‘reverse’ mode for all of this year so far and you would be completely forgiven for thinking the gloomy results for portfolios is now written in stone. We have our quarterly Proactive and Pro-Ethical reviews starting next

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