Our heartiest congratulations to our trainee Financial Planner Emma Jones who managed to successfully pass yet another key exam on Friday. Emma traveled to Cardiff early in the morning to sit the two-hour paper set by the Chartered Insurance Institute on Regulations and Ethics. This exam tests the candidates’ knowledge in regards to the very
When I set up our little firm with Lisa back in 2006, I was determined we would not just remain up to date with changes in the financial world – but that we would actually be at the forefront of them. I quickly realised that I would need to put some miles on the car
From time to time we like to share some of the information we hold about one of the funds within our client portfolios. As part of our ‘fund in the spotlight’ series, we have focused on a Property fund for a change. After speaking with Eoghan Gill – our Legal and General (L&G) consultant about
Congratulations to our trainee Financial Planner- Emma Jones – who successfully managed to pass the Chartered Insurance Institutes (CII) paper in Personal Taxation (R03) today! This is the third professional financial planning examination that Emma has managed to rack up in just six months which is a great achievement. The personal taxation paper is demanding;
Darren has been building bespoke ethical investment portfolios for his clients for the past 13 years or so. Upon joining Thomas and Thomas as a trainee financial planner, I was immediately fascinated by this area of investment. Since the launch of our unique ‘Pro-Ethical’ offering in January last year – we have seen a marked
Many of our long term clients have shrugged off the recent news about the falling FTSE. They have lived through far worse times and they know that equity markets are skittish and unpredictable animals that historically return to sanity once they have had a blow-out. However, the unpredictable short term nature of markets can make
