Latest News

Our Annual Investors Masterclass – Save The Date!

We are delighted to announce the date of our annual Investors Masterclass as the 9th of July 2019.

Our clients will know that we love to hold a special session once a year where we share financial planning tips, ideas and updates. We always invite a ‘star fund house speaker’ and this year we have a cracker!

Join us to hear from Sarasin Investments who will share more on Food and Agriculture investing and their ‘house view’ outlook for markets. Darren will give his usual update on portfolios and economic sentiment, whilst Emma and Katy will run their own mini sessions on subjects ranging from Pensions to Platforms.

We will also be trying something new this year, asking our very own professional connections to share some brief Legal and Accounting tips for your consideration.

As usual, the morning is completely free to our clients and will include more food and drink than you can realistically consume in one go! The term ‘Masterclass’ is tongue in cheek – as we deliberately aim to make each of the short sessions really enjoyable and straightforward.

Places are allocated on a ‘first to book basis’ and we will open for bookings in the next couple of months. If you really want to be there – just let us know and pop it in your diary.

Very best wishes

The Thomas and Thomas Team


Download our brochure

Find out much more about us and the way that we work.