It is with great pleasure that we can announce Darren has passed the J11 Platforms Paper issued by the Chartered Insurance Institute. On the 13th of April, Darren went up to Swansea University to sit this fairly newly issued examination which tests the candidates’ knowledge about the pricing of investment platforms, their operating systems, legalities
It is with great pleasure we can announce that our Trainee Financial Planner Katy Owen has conquered her latest exam. The R01 Regulations and Ethics Paper from the Chartered Insurance Institute (CII) is a two hour examination that is renowned for its toughness. Katy has been locked away studying and sitting mock exams for the
On Wednesday the 7th of January, I travelled to the glamorous Westminster Plaza hotel in London for the 10th annual New Model Adviser Conference and Awards. The New Model Adviser community is recognized as the leading light in the Financial Planning profession; promoting qualifications, high service standards, profitability, innovation and reputation. Every year some 6,000
On Tuesday night, I attended the glitzy 2014 Platform Awards at the Park Lane Hilton in London. Upon entering this prestigious hotel I entered a throng of literally hundreds of directors and managers of financial companies all in their best evening attire.. This years’ event (hosted by Aberdeen Asset management) welcomed no fewer than 536
It is with great sadness that I have to report to our clients that our wonderful locum consultant, Byron, sadly passed away this weekend. Byron trained me in my early years as a young financial planner and later encouraged Lisa and I to launch Thomas and Thomas. In 2008 he joined us as our locum
