Business owners are often surprised by the allowances, benefits and strategies they can apply to their business and employees at very little additional cost.

Putting flexible financial plans in place now can help you ensure the security of your personal and business requirements in the future.

At Thomas Carroll, we provide you with peace of mind so you can concentrate on the day to day running of your business, providing an ideal platform for growth.

The various services below offer an insight in to financial planning areas for business owners, to help you consider and develop the best possible programme for you and your business.

Benefits

  • Protecting key people, employees and shares
  • Maximising lawful reliefs and allowances
  • Investments and growth
  • Attracting and retaining employees
  • Succession planning and exit strategy
  • Financial planning that complements legal, tax and accounting advice

The Thomas Carroll Difference

  • A range of services tailored around the complexity of your needs
  • Over 45 years of experience advising business owners
  • A transparent approach to providing you with information and costing
  • A Chartered and independent team you can trust
Testimonials

We are very pleased with the level of service and professionalism shown by Thomas Carroll since we started our partnership.

David Stockley, Brecon Carreg

The Benefit of working with Thomas Carroll is that I have experts that I can call upon at any time and always receive sound advice.

Andrew Housley, Eurogroup

Thomas Carroll provide a very professional, friendly and helpful service.

Chris Williams, Biotage

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Meet our Financial Planning Team
Mark Eedy
Managing Director
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Louise Eedy
Director
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Stephen Francis
Director
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Lee Browning
Paraplanner
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Beryl Clark
Paraplanner
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Stephanie Cross
Client Account Manager
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Francesca Harris
Client Account Manager
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Peter White
Chartered Financial Planner
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Emma Smith
New Business Manager
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Lisa Joanne Williams
Client Account Manager
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Tom Bevan
Paraplanner
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Craig Butler
Chartered Financial Planner
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