T&T News

Bethan and Darren Pass CISI Vulnerable Customers Professional Assessment

Bethan and Darren Pass CISI Vulnerable Customers Professional Assessment: We are delighted to share the news that both Bethan and Darren sat the Vulnerable Customers Assessment this week and passed! The assessment from the Chartered Institute of Securities and Investment involved five study modules that Bethan and Darren undertook over the past few months. These

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Thomas and Thomas Family News

It has certainly been an interesting year so far and it isn’t over yet! We have had quite a few developments at Thomas and Thomas and we wanted to share two really positive pieces of news with you as we move into the last months of 2020 – so that you know our plans. Katy

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So how are we doing?

Darren reports on our annual client satisfaction questionnaire. This has surely been the toughest potential year for our little business since we launched back in 2006. The worst market crash of all time, coupled with the instruction to send staff home, could have been the ‘perfect storm’ for us. When the pandemic broke in March,

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Katy passes ACT Qualification

The Adviser Competence Training (ACT) from Worthstone Impact Academy is becoming viewed as the benchmark study material for impact and ethical investing in the UK. Launched by Gavin Francis (CEO of Worthstone) and supported by the Cabinet Office, this course considers the various different ways to support impact investing, including their risks, regulation and tax

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We are hiring!

Research Analyst Assistant (Administrative) – Training Provided.  Thomas and Thomas Wealth Management  Generous Package and Earning Potential (Hours negotiable)  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 many National Awards and are based right here in Pembrokeshire! We

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Join us for our Annual 2020 Investors Master Class!

Join us for our Annual 2020 Investors Master Mask-er-Class! Since the early years of Thomas and Thomas when we still used something called fax machines, and Zoom was a tasty ice-lolly, we have prided ourselves in putting together an annual client event which we lovingly called our ‘masterclass’. The first event was a nervous affair

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