Latest News

Thomas and Thomas Ethical Investments Nominated for Best ESG Adviser 2022

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

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Our 2022 Beach Bash!

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

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Stick with the plan!

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

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Darren Survives ‘Beastly Challenge’

I want to say a massive ‘thank you’ to all of my clients who helped to sponsor me in running the Preseli Beast on Saturday. Between us, we raised £1,880 (at the last count) for the British Red Cross Ukraine Humanitarian Appeal. This year has been a difficult one for my running, as I have

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Bethan Bags another Professional Qualification!

You can’t blink around here at the moment without someone passing an exam! Bethan sat the Chartered Insurance Institute (CII) R01 exam this week. This is a tough 2 hour exam that focuses on financial services regulations, rules of markets, planning decisions and much more. It has been the nemesis of several financial planners that

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Holly passes CF8 Long Term Care Exam

Huge congratulations to Holly who has just passed the CII exam in Long Term Care. This two-hour exam tested her knowledge in later life planning for clients who need to cover care costs. The cost of a residential home is now around £54,000 per year on average in the UK. In many cases, clients are

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