Our Promise

Thomas Carroll Independent Financial Advisers were one of the first firms in Wales to achieve Chartered status and we were recently awarded UK Firm of the Year* and Corporate Adviser of the Year*

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Mark Eedy Managing Director

This latest accolade represents our team’s sixth industry award in the past five years. Thomas Carroll IFA were named Chartered Financial Planners of the Year in 2009**. This was followed by Bankhall Retirement Planning Firm of the Year in both 2010 and 2011***, as well as Bankhall Corporate Adviser Firm of the Year 2012****.

Our independence means that you can trust our advice, it is always objective and impartial. Recommendation is solely based on your individual requirements and we view close relationships with our clients as essential.

Chartered Status means that you are dealing with a firm committed to the highest level of professional standards. Our financial planning advisers enjoy the highest level of technical qualifications and we adhere to strict Code of Ethics and Conduct. We stay ahead by ensuring our team of specialist advisers remain at the forefront of their profession with up to the minute knowledge of market conditions in this constantly changing sector.

*Sesame Bankhall Awards 2014 **Personal Finance Society 2009
*** Sesame Bankhall Group 2010 & 2011 ****Sesame Bankhall 2012

Click below to view the brochure, or dowload a PDF here

Pension
Scheme Design

We specialise in employee benefits service such as group arrangements for pensions, life assurance and other financial benefits …

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Shareholder
Protection

Shareholder protection insurance ensures continuity of the business in the event of a death of a key shareholder …

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Make a
Claim

At Thomas, Carroll we understand that it's when a claim or incident occurs that you need us most …

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