Investing today for a brighter tomorrow
with Thomas Carroll Personal Financial Advice

Financial Advice
For You

Thomas Carroll Independent Financial Advisers were one of the first firms in Wales to achieve chartered status and we were recently awarded Chartered Financial Planners of the Year* and Retirement Planning Firm of the Year

Our Promise

Pension Advice
& Planning

For a long time, individuals have faced warnings that they’re not saving enough for retirement …

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Retirement Advice

Providing advice on the most suitable retirement options to meet your income needs and personal circumstances…

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Investment Management Service

Thomas Carroll Independent Financial Advisers offer an expert Investment Management Service …

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Healthcare

Thomas Carroll Independent Financial Advisers offer expert advice on Private Medical Insurance. …

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Protection for You and Your Family

Policies that you may wish to consider include life insurance, critical illness cover and income protection. …

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MoneyWorks | Spring 2017

In the latest edition of our moneyworks newsletter, Thomas Carroll Independent  Financial Advisers highlight...
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Your Guide to Tax Planning

In our latest brief,  Thomas Carroll Independent Financial Advisers provide you with a guide...
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Financial Scams: Don’t get caught out

In our latest brief Thomas Carroll Independent Financial Advisers highlight guidelines to help you detect...

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