COVID-19 Notice: Thomas Carroll remain committed to putting our clients at the forefront of what we do. In light of Caerphilly county being placed under local lockdown from 6:00pm on 8th September 2020, we wanted to remind you that we are fully operational whilst working from home, so that we can continue to provide the same quality service that you normally enjoy from our team. To find a contact number for a member of our team, please click here.

Visit our COVID-19 risk management updates and advice hub here. If you’re in business, we have produced a number of guides, checklists and templates to help with your return to work preparations and ensuring your workplace is safe for your employees in these challenging times.

Close

The right investment portfolio will be designed to reflect your attitude to risk and your tax position. It should also meet your requirement to generate income, growth or a combination of both.

Your investment portfolio should be tailored to your circumstances and requires good, tax efficient returns and diversification to protect you against pitfalls.

Thomas Carroll Wealth Management offer an investment management service that includes:

  • An assessment of your investment objectives and attitude to risk
  • Construction of an appropriate portfolio of investments
  • Regular reviews of your investment portfolio and financial goals
  • A designated investment adviser to provide you with continuity of service and liaise with your other professional advisers

Related News: