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
You are invited! Book now! It is with great excitement that we can now announce the date for our next investors masterclass at Avallenau House. On Tuesday the 24th of July, from 10.00-12.30, we shall be running a lighthearted and friendly morning for our clients. We are absolutely delighted that we will be joined by David
In May this year, we sent out our annual client survey. This time we had ‘gone digital’ in the interests of saving trees. We wondered how our clients would respond and whether we would gain the same positive feedback as our past surveys. Historically we have posted questionnaires to a sample of clients that represent
We thought it might be useful for all of our clients to see the quarterly market commentary that we recently sent out to all of our ‘Proactive’ portfolio clients. What a volatile quarter this has been! Where do I begin? In the UK we have seen the FTSE 100 (London stock exchange biggest 100 companies)
