Katy was recently asked to put the following article together for the industry press: My introduction into ‘Ethical Investing’ began three years ago when I started working for Thomas and Thomas Financial Services. I have always considered myself passionate about environmental and ethical issues so I was very pleased to learn that my new employer
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
Katy Owen explores the Standard Life European Ethical Equity Fund As a welcomed distraction from all the political coverage of late, we thought it would be a good time for another instalment of our ‘Fund in the Spotlight’ series. In this issue we are looking at the Standard Life European Ethical Equity fund. This fund is
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
Thomas and Thomas make the final cut for this years ‘Schroders 2017 Platform Awards’ – Leading UK Adviser Practice: We are delighted to share wonderful news with all of our clients. In May, we entered the prestigious Platform Awards under the leading adviser (small practice) category. Some of you may recall that we made these
Last year, the Chancellor radically overhauled the tax reporting system for investments such as equities and fixed interest securities. This could have an effect on people holding equity or bond funds held in a collective investment account. For many years, the position was fairly simple. Basic rate tax was taken at source from both dividends
