Thomas and Thomas Welcomes New Trainee Planner Emma It is with great pleasure we can now tell our clients that we have taken on our new trainee financial planner – Emma Jones. I started trying to find someone with that ‘something special factor’ to join our small dynamic team right back in November 2016. I
Thomas and Thomas make the final cut for this years ‘Schroders 2017 Platform Awards’ – Leading UK Adviser Practice: We are delighted to share wonderful news with all of our clients. In May, we entered the prestigious Platform Awards under the leading adviser (small practice) category. Some of you may recall that we made these
The results of our 2017 Client Service Questionnaire When Lisa and I first set up Thomas and Thomas in November 2006, we wanted to deliver the best financial planning service in the country. This was an ambitious goal, as delivering financial advice is fraught with risk. The complex nature of our profession and the fact
Yesterday I travelled back up to London to attend the 2017 Professional Adviser Awards. Beneath a carpet of helium balloons sat hundreds of fund managers and financial planning firm directors as they nervously awaited the outcome of the awards. This was our first time of entering these particular awards which included a fairly thorough filtering
Wednesday, 23rd November 2016 The good news keeps coming at the moment for our small firm. Having made it to February’s finals for the ‘Professional Adviser 2017’ awards, we have now also just been informed by Citywire that we have made it into the New Model Adviser Top 100 2016. This award sifts through the
As our clients will know, we are different! Exactly 10 years ago, Lisa and I set out to build a financial planning practise that would deliver everything it promised and would hold a reputation as being the standard to achieve in our profession. Since then, we have gone to huge lengths to ensure that our
