Business Financial Advice

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

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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

Free Auto Enrolment Workshops l 2017 Dates

Posted on by Thomas Carroll

If you employ less than 30 employees, your staging date for setting up a workplace pension will be fast approaching. Thomas Carroll Employee Benefits offer free auto enrolment workshops in Caerphilly, Swansea, Hereford and Haverfordwest. We provide a step by … Continue reading

MoneyWorks Newsletter – Issue 3 2016

Posted on by Thomas Carroll

In the latest edition of our MoneyWorks newsletter, Thomas Carroll Independent Financial Advisers highlight the following financial matters: Rough ride for annuities – Until recently annuities were the most common way for pension holders to arrange a retirement income. Don’t get … Continue reading

Auto Enrolment Update l What is the Story so Far?

Posted on by Thomas Carroll
Money jars

Since the start of automatic enrolment in 2012, 256,888 employers have now successfully started their duties according to the latest update from The Pensions Regulator (TPR). By mid-2017, 10 million workers will have been enrolled into a workplace pension. Thomas … Continue reading

RT @lincschick1977 Fantastic evening enjoyed @FfosLasRC with @thomascarrollgp guests, great company and a few winners amongst us 🐎💷🍾 pic.twitter.com/Dced…

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