Thomas Carroll Independent Financial Advisers Ltd have expanded our wealth management division, creating capacity to grow assets under management from £300m to £500m over the next 5 years.
We offer advice on pension funds and investments, focusing on wealth management and complex financial planning advice for private individuals and business owner managers linked to our corporate employee benefits arm.
Mark Eedy, Thomas Carroll Group Board Director and Managing Director of Thomas Carroll Independent Financial Advisers said:
“It is becoming increasingly common to see individuals whose biggest asset is their pension fund and in a changing economy, managing a large pension pot and maximising returns can be a challenge.
The existence of our employee benefits team means we can also offer in-house financial planning advice to employees of our corporate clients, making our business model unique.
A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.”
Our Independent Financial Advisers team reported an 11% increase in profit after tax for the financial year ending December 2017. Mark added:
“Having the ability to respond quickly to market events and regulatory changes is a vital part of what we do.
We have appointed five new people in 2018, creating the capacity we need to continue to provide a first-class service to clients and achieve growth aspirations.
Future proofing our business by employing a qualified and experienced team is part of our succession plan and growth strategy.
Our success to date has been built on forming trusting and long-lasting relationships with private individuals and owner managers across South Wales and further afield.”
For further information or advice, please contact our wealth management team on 02920 853788 or at firstname.lastname@example.org.