We are delighted to let all of our clients know that we have recently welcomed Holly Rathband to our small team. Holly already holds the CII diploma in financial planning and we haven’t wasted time in signing her up to advanced financial planning exams already! Holly joins us with several years’ experience in financial services
It has certainly been a challenging year for businesses across the country as they have battled to continue to deliver good service in bad circumstances. ‘Working from home’ sounded idyllic for many companies back in 2020, but in reality, we have noticed service standards slipping; as many firms almost seemed to ‘hide behind Covid’. Thomas
Bethan and Darren Pass CISI Vulnerable Customers Professional Assessment: We are delighted to share the news that both Bethan and Darren sat the Vulnerable Customers Assessment this week and passed! The assessment from the Chartered Institute of Securities and Investment involved five study modules that Bethan and Darren undertook over the past few months. These
It has certainly been an interesting year so far and it isn’t over yet! We have had quite a few developments at Thomas and Thomas and we wanted to share two really positive pieces of news with you as we move into the last months of 2020 – so that you know our plans. Katy
Darren reports on our annual client satisfaction questionnaire. This has surely been the toughest potential year for our little business since we launched back in 2006. The worst market crash of all time, coupled with the instruction to send staff home, could have been the ‘perfect storm’ for us. When the pandemic broke in March,
The Adviser Competence Training (ACT) from Worthstone Impact Academy is becoming viewed as the benchmark study material for impact and ethical investing in the UK. Launched by Gavin Francis (CEO of Worthstone) and supported by the Cabinet Office, this course considers the various different ways to support impact investing, including their risks, regulation and tax
