I am writing this as Lisa and I (somewhat wearily!) travel back from the Schroders 2018 Platform Awards. This was the fourth time that we entered this highly contested award that seeks to highlight the very best financial planning firms in the UK. It particularly focuses on the firms use of technology and innovation to
Since making it to ‘Fellow’ a couple of years ago, the exam front has been a bit quiet for Darren as he has been developing the business and helping the future generation get through their own professional qualifications. However, the new ‘Adviser Competency Manual’ or ACT issued by Worthstone and supported by the Cabinet Office,
A huge Congratulations to Emma who successfully passed her R04 Pensions examination by the Chartered Insurance Institute today! This was actually the fifth diploma exam that Emma had to sit and pass in order to build towards fully qualified financial planner status. Emma has been on nothing short of a mission to pass these incredibly
I know that many of our clients will have received letters in the past weeks, telling them of investment platform name changes. I wanted to offer some of our thoughts in regards to these changes – and to tell you of our plans at Thomas and Thomas to try and minimise disruption for our clients.
The cakes were all laid out……. parking spaces cleared…… nervous presenters pacing and……..Darren was jumping around in the car park beckoning clients in! How did our 2018 Investors Masterclass go? Yesterday we welcomed 20 clients and professional connections to our Avallenau House offices for our 2018 client event. Our goal with these events is to
We wanted to let all of our clients know that we have become aware of Government partial refunds for Powers of Attorney made between the 1st of April 2013 and the 31st of March 2017. As we have referred so many of our clients to competent lawyers over the years, we know that you may
