On Tuesday evening, I travelled back up to London for the massive Annual UK Platform Awards, hosted by Kate Silverton in the glitzy Park Lane Hilton Hotel. These Awards draw many of the big household financial names and seek to celebrate those firms who are ahead of their peers in terms of client experience, innovation,
Well, the summer holidays are over and my beloved coastal path is emptying of visitors. Lisa has been involved with a wonderful local charity called ‘Adam’s Bucketful of Hope’ in Haverfordwest. The charity was originally set up by Adam Thomas to promote blood and bone marrow donors for the treatment of blood cancers. Adam worked
Let’s be honest, the times they are slightly depressing! Markets have been challenging, politicians have been wobbling, purse strings have been tightening and the world seems to be a very frustrated and unhappy place. Against all of this backdrop, Thomas and Thomas are still busting a gut to try and deliver the ‘perfect’ financial planning
Training and developing my team is always something that I have found rewarding. However, there are those nervous moments when you wait for their exam results – asking yourself if you did enough personally to equip them with everything that they needed to gain that qualification they individually invested so much time in. In April,
Many congratulations to Katy who has successfully passed the CISI (Chartered Institute for Securities and Investments) Sustainable and Responsible Investment Professional Assessment. This assessment tested Katy on her knowledge around the regulation of Ethical Investments, the global investment bodies that work to create these regulations, the challenges to humanity and the planet, benchmarking ethical portfolios
We are delighted to share with all our clients that Bethan has today passed her R03 Personal Taxation paper from the CII Chartered Insurance Institute. The R03 Paper tests financial planning knowledge in the areas of income tax, capital gains tax, inheritance tax and the specific and complex taxation surrounding investment markets and products. It
