Business Financial Advice

A Masterclass for Growing Businesses l Swansea

Posted on by Thomas Carroll

Looking to take your business to the next level? We are approaching cycle 2 of our Swansea Business Growth Masterclasses, a specialist hub which enables local business owners to benefit from key accounting, legal, insurance and finance advice under one … Continue reading

A Simple Insight into Employee Benefits l The Wheel of Wellbeing

Posted on by Thomas Carroll

Welcome to the Wheel of Wellbeing, Thomas Carroll’s simple insight into employee benefits designed with happy employees and employers in mind.. Click here to download and take a closer look at the Wheel of Wellbeing The wheel features a taster … Continue reading

Hoover Losses Widen After Pension Cost Hit l Defined Benefit Scheme Case Study

Posted on by Thomas Carroll

After being hit by more than £10m in pension costs, South Wales based appliance giant Hoover UK took headline news recently as their pre-tax loss widened to more than £12m. Following this news, Thomas Carroll Independent Financial Advisers issue a … Continue reading

Auto Enrolment

Posted on by Thomas Carroll

The Pensions Regulator undertakes AE spot checks In our latest brief Thomas Carroll Independent Advisers highlight The Pension Regulator (TPR) intentions to undertake Auto Enrolment (AE) spot checks over the coming months. The Pension Regulator  (TPR) will be visiting hundreds of businesses … Continue reading

IFA Team Shortlisted for Money Marketing Award

Posted on by Thomas Carroll

Our financial planning team are excited to announce that we have been shortlisted for a prestigious Money Marketing Award. The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading advisers and … Continue reading

Thomas Carroll Countryside l A Local and Independent Rural Insurance Solution

Posted on by Thomas Carroll

We have expanded our services to support the growth of rural communities and associated businesses, with the launch of Thomas Carroll Countryside. From our office on Victoria Place in Haverfordwest, Thomas Carroll Countryside will offer business owners and families linked … Continue reading

MoneyWorks | Spring 2017

Posted on by Thomas Carroll

In the latest edition of our moneyworks newsletter, Thomas Carroll Independent  Financial Advisers highlight the following financial matters: The Big Squeeze – As the cost of living looks set to soar over the coming year, we look at how to … Continue reading

Your Guide to Tax Planning

Posted on by Thomas Carroll

In our latest brief,  Thomas Carroll Independent Financial Advisers provide you with a guide to tax planning. The end of the tax year is approaching fast, so taking action before 6 April 2017 could save you money, allowing you to take … Continue reading

Appointments at Thomas Carroll Swansea

Posted on by Thomas Carroll

In line with business growth at Thomas Carroll Swansea, we have appointed insurance Account Manager Brian Watson and 3 new graduates, Lisa Williams, Alyn Pawlin and Patrick Allchurch. Previously with Jelf and Lorica, Brian brings a wealth of experience in … Continue reading

Auto Enrolment for Small Businesses

Posted on by Thomas Carroll

Enrol your employees and avoid hefty fines In our latest brief Thomas Carroll Independent Financial Advisers highlight the importance of planning early for Auto Enrolment and avoiding hefty fines. Enrolling your employees into a pension doesn’t need to be complicated … Continue reading

RT @NTWales Magical driving routes through Wales to try yourself from @Telegraph, including Blue Lagoon, @NTNorthPembs. telegraph.co.uk/trav…

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