Many congratulations to Katy who has today passed the tough CISI professional assessment on ‘Vulnerable Customers’. This is the professional assessment that both Bethan and Darren went through last year. Run by the Chartered Institute for Securities and Investments, this course seeks to concentrate on the legal rights of vulnerable people when they require financial
In amongst all the current gloom, our little ‘dream team’ keep managing to come up with something to be cheerful about. Beth joined us in 2020 after a career in the NHS. It was quickly apparent to us that her analytical skills and fastidious attention to detail made her a perfect addition to the T&T
Darren and Katy travelled up to London for the first time since the pandemic this week; to challenge for the most prestigious award in financial services – Citywire’s New Model Adviser Firm of the Year. The award is open to some 6,000 advice firms around the UK and celebrates the very best in financial planning.
Yesterday afternoon, Holly sat down to the J10 Discretionary Investment Management Paper from the Chartered Insurance Institute (CII). Due to current restrictions, she was unable to go to an exam centre and so extremely strict conditions were set up in one of our conference rooms with multiple web cameras positioned for an invigilator in America
Christmas is supposed to be a time of rejoicing. Spending time in love and unity as a family. For children up and down the country, the excitement builds as they look forward to what Father Christmas might bring on the 25th of December. However, for some children, this Christmas looks totally different. There are many
We are absolutely delighted to inform all of our clients that Thomas and Thomas has made it into the Citywire ‘New Model Adviser’ Top 100 Firms for 2021. This is a real achievement, as many Independent Financial Advisers right across the UK go through the Citywire selection process. Their analysis considers the levels of
