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
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
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
You can’t blink around here at the moment without someone passing an exam! Bethan sat the Chartered Insurance Institute (CII) R01 exam this week. This is a tough 2 hour exam that focuses on financial services regulations, rules of markets, planning decisions and much more. It has been the nemesis of several financial planners that
Darren and Katy travelled up to London for the first time since the pandemic this week; to challenge for the most prestigious award in financial services – Citywire’s New Model Adviser Firm of the Year. The award is open to some 6,000 advice firms around the UK and celebrates the very best in financial planning.
The best way to scare me is to put me on a rollercoaster. Call me a control freak but I spend the whole time wondering if the tracks may have come loose, or whether my safety bar has been properly maintained. The worse part of a rollercoaster for me is the upwards rise, as you