We are delighted to inform all of our clients that Darren has successfully achieved the latest qualification for the Thomas and Thomas team. The Chartered Institute for Securities and Investments (CISI) have awarded Darren the title of ‘Chartered Fellow Financial Planning’ which is considered the pinnacle of qualifications for Financial Planners in the UK. This
It seems like ‘forever’ since our Masterclass of ’19 when we last met our lovely clients at Avallenau House for a morning of dynamic presentations and bucket loads of nice food! Every year since 2011, we have run our Masterclass annual event which is a bit ‘tongue in cheek’ as it is really anything but
Last night, Darren and Lisa travelled up to London to attend the ESG Clarity Awards. These Awards focus on fund houses and financial firms who are pushing ahead when it comes to providing investment solutions for clients that seek to behave in a way that doesn’t harm society or the environment. Thomas and Thomas is
We are delighted to inform our clients that we have been nominated for an Award from ‘ESG Clarity’ for the best ESG Advisers in the UK 2022. The submission process for this Award involved explaining in detail the approach that we take to screening funds for our clients and the journey that our Ethical clients
We met today for our 4th annual Thomas and Thomas Beach Clean. Once again, we decided that Newgale Beach was the best place, due to parking and the vast amount of pebbles that trap debris from the sea. We were joined by seven wonderful client volunteers this morning, as we braced ourselves against the strong
Right now, the world really does seem a complete mess. Stock markets around the Globe have been in ‘reverse’ mode for all of this year so far and you would be completely forgiven for thinking the gloomy results for portfolios is now written in stone. We have our quarterly Proactive and Pro-Ethical reviews starting next
