T&T News

It’s on! Come to our 2022 Masterclass!

It seems like ‘forever’ since our Masterclass of ’19 when we last met our lovely clients at Avallenau House for a morning of dynamic presentations and bucket loads of nice food! Every year since 2011, we have run our Masterclass annual event which is a bit ‘tongue in cheek’ as it is really anything but

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Darren Survives ‘Beastly Challenge’

I want to say a massive ‘thank you’ to all of my clients who helped to sponsor me in running the Preseli Beast on Saturday. Between us, we raised £1,880 (at the last count) for the British Red Cross Ukraine Humanitarian Appeal. This year has been a difficult one for my running, as I have

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Holly passes CF8 Long Term Care Exam

Huge congratulations to Holly who has just passed the CII exam in Long Term Care. This two-hour exam tested her knowledge in later life planning for clients who need to cover care costs. The cost of a residential home is now around £54,000 per year on average in the UK. In many cases, clients are

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Katy Passes CISI Professional Assessment   

Many congratulations to Katy who has today passed the tough CISI professional assessment on ‘Vulnerable Customers’. This is the professional assessment that both Bethan and Darren went through last year. Run by the Chartered Institute for Securities and Investments, this course seeks to concentrate on the legal rights of vulnerable people when they require financial

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Bethan Passes First CII Professional Exam!

In amongst all the current gloom, our little ‘dream team’ keep managing to come up with something to be cheerful about. Beth joined us in 2020 after a career in the NHS. It was quickly apparent to us that her analytical skills and fastidious attention to detail made her a perfect addition to the T&T

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Thomas and Thomas crowned Citywire Advice Firm of the Year 2022!

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.

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