T&T News

Sophie Bags CII Diploma Investments Exam

We are absolutely delighted to let all of our clients know that Sophie successfully passed her R02 Investment Principles & Risk paper from the Chartered Insurance Institute at the end of last week. Sophie joined us in September, and is part of our future plans to have another qualified financial planner within the firm. These

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Darren feeds back on this years’ Client Ethical Investment Survey:

This years’ ethical survey went out to all 42 of our ‘Pro-Ethical’ client households.   We received 29 responses back which represented a 69% response rate which is still excellent but is a slight fall on last year. Reasons for the lower response rate (after chatting with some of our Pro-Ethical clients) are that our more

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Thomas and Thomas Awarded ‘Transparency Champion 2019’ from the NMA Top 100

The evenings have drawn in, mud and rain abounds and ‘Brexit’ seems more likely than finding a plumber to service my boiler! It was therefore extremely wonderful news to be informed that Thomas and Thomas have been awarded a very special accolade by the prestigious industry publication ‘NMA’. For the past eight years, thousands of

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Thomas and Thomas Pick Up ‘Highly Commended’ at UK ‘Leading Adviser Practise’ Awards.

I returned to London last night to attend the annual glitzy Schroders UK Platform Awards, presented by TV Host and Journalist Kate Silverton. Perhaps one of the hardest fought categories within the awards every year is the UK’s ‘Leading Adviser Practise’ which celebrates firms with 10 advisers or less from all around the UK. The

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Welcome to our new team member Sophie!

Welcome Sophie! We are delighted to announce that we have been joined by our new Trainee Financial Planner – Sophie. Katy, Lisa and I have been searching high and low for the past few months. Trying every job advertising site we could as well as Universities and Colleges. In the end, we found Sophie when

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The Class of ’19

Yesterday we held our 7th Annual Client Investors Masterclass at our Avallenau House Offices. I arrived early at 7.30 am to open up, all the preparation now complete, just a waiting game to welcome speakers, helpers and clients alike.  In truth I’d been awake several hours earlier – these events always make me nervous –

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