We are delighted to inform all of our clients that our trainee financial planner is no longer a trainee! Katy Owen joined Thomas and Thomas in 2014. Already having some experience in financial services, Katy proved a valuable addition to the team in a very short space of time. Her attention to detail and diligence
Well they don’t call it the ‘Beast’ for nothing! With my superman t-shirt making the wonderful locals of Maenclochog and Rosebush smile, I set off with around 70 other would be ‘Beast Tamers’ into the mountains to endure the 24 mile marathon of a lifetime. The sun was beating down as we climbed up through
We are extremely pleased to announce that Thomas and Thomas has made it into Citywire’s ‘Top 100’ UK IFA Firms – for the fourth consecutive year since the award was launched. This is an award that seeks to recognise the strongest contenders within the Independent Financial Adviser space across the whole of the UK. It
It is with huge pride that we can announce our trainee Financial Planner Katy has just passed the Chartered Insurance Institute (CII) Pensions R04 Paper. This paper is undoubtedly the hardest of the suite of six examinations that a qualifying financial planner faces. Katy passed it today at the first time of sitting. The R04
Anyone who knows our firm, knows that we take additional qualifications very seriously and we pride ourselves on being ahead of the pack in this area. So when Darren stated in January to the media that our firms’ goal this year would be to break all previous records in terms of sitting and passing exams
It has been hard to see any positive news in the financial world as we have watched markets tip ever downward over the past couple of weeks. To this end it was a welcome boost to hear that our trainee Financial Planner Katy has passed yet another important exam. Our heartiest congratulations to Katy who
