2017 has certainly been a hectic year for our dynamic little team…… In January we successfully launched our brand new ‘Pro-ethical’ proposition which has been a roaring success for our clients now holding over £8 million in client funds. In February we received a ‘Highly Commended’ award from the Professional Adviser publication. Throughout the spring
Many congratulations to our trainee financial planner Emma who has successfully passed her R05 Financial Protection Examination from the Chartered Insurance Institute (CII) today. In October, Emma passed the first of the core six diploma qualifications, we really didn’t expect another pass before the end of 2017 – but then Emma is on a mission!
Many of our clients wanted to be swiftly informed when Katy’s new addition arrived! We want to pass on our heartfelt congratulations to Katy and Danny as they celebrate the arrival of their beautiful baby daughter – Rae. Born late on Saturday night, baby Rae is a healthy 7lbs 2 oz. Mum and baby are
On a rather grey Friday morning, we thought it would be nice to share with all of our much treasured clients that Thomas and Thomas was awarded a ‘Highly Commended’ from the judges of the 2017 Schroder UK Platform Awards. We entered the category for ‘Leading UK Advice Practise’ up against firms all around the
It is with great pleasure we can share the news with all of our clients that our latest team addition – Emma Jones – has successfully passed her RO2 Investment Principles and Risk Paper. The two hour exam took place today in Gloucester. The paper tested Emma’s knowledge in Markets, Asset Classes, Investment Types, Investment
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