
IFA wins chartered award
THOMAS, CARROLL IS RANKED FIRST IN WORLD OF CHARTERED FINANCIAL ADVISERS
7th January 2010
Thomas, Carroll Independent Financial Advisers has been announced as the top Chartered Financial Planning Company in the UK.
TCIFA won the accolade at the Personal Finance Society's inaugural Chartered Awards 2009, which recognises the contribution that its Chartered members are making towards increasing the professionalism of the industry.
Mark Eedy - Managing Director said:
"We are proud that a Welsh firm has become the first to win this important national title. Gaining Chartered status is an achievement in itself, this recognition goes even further. We invest heavily in the training of our staff, and it is incredibly rewarding to be recognised on a national level for our professional standards and qualifications. This will further enhance our appeal to potential clients throughout Wales, as a Chartered firm which practices to the highest professional standards."
Judges assessed the Company in three key areas - including its commitment to the professional qualification and development of its staff, its culture, ethos and ethics and the promotion of its Chartered status to clients and the wider public.
John Moore, Chairman of Thomas, Carroll Group plc added:
"In these tough economic times for the personal finance market, it is good to see that the industry is remaining positive and pro-active by celebrating hard work and commitment to the pursuit of the highest professional standards.
We see the ability to provide independent financial advice as a crucial attribute to the Groups provision of interlinked services from insurance broking to health & safety consultancy. We will continue to invest in the growth of this important division of Thomas,Carroll Group."
Chartered status involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.
Caption L-R Lisa Williams (Senior Administrator), Chris Brandon (Paraplanner), Mark Eedy (Managing Director), Louise Eedy (Director), Philip Dolphin (Senior Administrator), Peter White (Chartered Financial Planner).

Thomas, Carroll (Brokers) Limited, Thomas, Carroll Independent Financial Advisers Limited and Thomas, Carroll Management Services Limited are part of the Thomas, Carroll Group plc.Thomas, Carroll (Brokers) Limited is authorised and regulated by the Financial Services Authority and is entered on the FSA Register (www.fsa.gov.uk/register) ref 304860.
Thomas, Carroll Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority and is entered on the FSA Register (www.fsa.gov.uk/register)ref 450497.
Thomas, Carroll Group plc is registered in England no 869707.
Thomas, Carroll (Brokers) Limited is registered in England no 4062827.
Thomas, Carroll Private Clients Limited is registered in England no 04072637.
Thomas, Carroll Private Clients Limited is an Authorised Representative of Thomas, Carroll (Brokers) Limited.
Thomas, Carroll Independent Financial Advisers Limited is registered in England no 2142023.
Thomas, Carroll Management Services Limited is registered in England no 5860158.
Registered office Pendragon House, Crescent Road, Caerphilly, CF83 1XX
