award winning IFA

Two Thousand and Late…..

This is not 2008. The depressing communications from our Bank of England yesterday certainly made for gloomy reading, and for good reason. Nobody wants to be told that there is a recession on the way…’oh and by the way folks, it’s going to be a long one’. The media feeding frenzy then begun as reporters

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Darren Awarded Second ‘Fellow’ Accreditation

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

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It’s on! Come to our 2022 Masterclass!

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

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Thomas and Thomas Crowned ESG Clarity ‘ESG Adviser of the year 2022 UK and Europe’

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

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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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