Latest News

Move along folks – there’s nothing to see here……

The large falls in markets around the world over the past few days have been concerning.  Throughout June and July, it seemed as if the Global ‘tech’ market could only ever keep rising. Indexes such as the US Nasdaq which contains large tech names like Apple, Microsoft, Nvidia and Amazon – just kept on rising. 

Read More

Darren adds another qualification to the teams ‘armoury’

In an age of ever advancing technology, it can be easy to allow new developing ‘tech’ to simply take over human functions – without truly considering the impact of things like Artificial Intelligence on our everyday lives. There is probably nothing more boring than finance for many people – yet it has a huge influence

Read More

Beth does it again!

We are delighted to let all of our clients know that our exam success continues. Bethan passed the Chartered Insurance Institute (CII) exam in Pensions Administration (FA2) today. Beth has been quietly studying for this paper over the last few months. It tests knowledge around the administration of personal and occupational pensions as well as

Read More

Our ‘Post-Election Portfolio Analysis’

Well today’s announcement of a Labour Government brings no real surprises. At the point of writing this article; UK and Global Markets were relatively unaffected as they had seen this likely outcome for many months.  Sometimes ‘predictable’ is good – especially when it comes to the stability of our clients’ investment portfolios. So what is

Read More

Teleri Passes her first CII Diploma Exam

We are absolutely delighted to inform all of our clients that Teleri has passed her Chartered Insurance Institute R05 (Financial Protection) examination today. Teleri joined Thomas and Thomas at the end of February as a Trainee Financial Planner whilst completing the final dissertation for her Business Degree. In amongst all of this, she has found

Read More

The Results Are In!

Every year, we send out a simple online questionnaire to all of our clients – asking for their views on our service and some of the latest developments that might be having an impact on their experience as investors. These questions are carefully considered before we send them out – as we really want to

Read More

Brochure

Download our brochure

Find out much more about us and the way that we work.

Download