Another year has flown by somewhere and we wanted to check that all of our 207 clients are still really happy and satisfied with our service. When Lisa and I started Thomas and Thomas 20 years ago, we wanted to stand out as truly exceptional when it came to the service that we would provide.
Huge congratulations to our Teleri who has just passed the Financial Services and Ethics Paper from the LIBF (London Institute of Banking and Finance). This was not an easy exam and Tel spent the past six months intensely studying FCA regulations, policies and reasoning. Her knowlege was tested in areas such as Fiscal and Monetary
Every year, we ask all of our clients to ‘score’ their experiences. We want to know how they find our response times, financial planning, annual reviews, team members and overall journey. We take this survey to heart because – for us – it’s personal. This year, we sent out survey links using ‘Smart Survey’. These
As many of our clients will know, Beth joined us from the NHS in 2020 with no experience in financial services at all. Beth is an extremely organised mother of two who expertly balances her life commitments and has been a real asset to our T&T team. Beth looks after some 70 of our treasured
Thomas and Thomas crowned Citywire’s ‘New Model Adviser’ Firm of the Year 2025. Every year, firms from all around the UK enter the annual ‘New Model Adviser’ publication Awards run by Citywire. The initial process whittles these entries down to the Top 100 Financial Planning firms in the UK. These Top 100 are then cut
We are delighted to report that Tel successfully passed her CII (Chartered Insurance Institute) Professional Assessment in ESG and Sustainable Investment Advice yesterday afternoon! This is a new Professional Assessment launched by the CII to help build Financial Advisers knowledge around investing Ethically and Sustainably for their Clients. It ran across five foundation modules which
