Thomas Carroll Group plc is one of the UK’s leading independent providers of insurance broking, financial management, health, safety and employment law consultancy
Welcome With over 40 years’ experience in the industry, Thomas Carroll Group plc is one of the UK’s leading independent providers of insurance broking, financial management, health, safety and employment law consultancy. From private individuals to businesses and organisations from all sectors, we provide our clients with a proactive service built on professionalism, integrity and expertise. Our people work hard to understand your personal and business needs. We ensure that you, your employees, assets and liabilities are taken care of at all times.
Our client-focused ethos has resulted in strong and longlasting relationships which have seen our award winning group grow from strength to strength. In recent years we have moved closer to our clients, opening local offices in Swansea, Pembrokeshire, Hereford and London in addition to our headquarters near Cardiff.
A good, strong family-based company that delivers a worldclass service Dylan Matthews Celtic Manor
We would like to take you on our journey and we look forward to working with you in the future. John Moore MBE Chairman
Alison Davies Managing Director www.thomascarroll.co.uk
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Enjoy Our Group Approach As our client, you can enjoy a family of group services from an integrated team of specialists, making the management of your risks easier and more efficient.
Thomas Carroll’s friendly and efficient group approach, has allowed us to concentrate fully on our own business, with the knowledge that the many risks we insure, are in very capable hands Jon Daniels
For Your Business
Health, Safety and Employment Law
Business Insurance
Corporate Financial Advice
For You and Your Family
Personal Financial Advice
Personal Insurance
Scarlets
Regionally Based CAERPHILLY SWANSEA PEMBROKESHIRE HEREFORD LONDON
PEMBROKESHIRE SWANSEA
LONDON
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Chartered Status We hold Chartered status across all our insurance and financial advice companies. Chartered status is only achieved by companies who demonstrate commitment to maintaining the highest standards of technical competence and ethical conduct. What does this mean for you? The Charter is seen as a kitemark for trust and quality, which ensures you receive the highest standard of advice available.
It is reassuring to know that your affairs are looked after by an established firm, operating at the top of its profession.
Thomas Carroll were recommended to us. They are efficient, organised and attentive to our diverse needs Paul Matthews Bartonsham Dairies
Independent Advantage Our independence ensures that we always have your best interests at heart. You can rest assured that our advice is objective and impartial in all areas of our business and in the regions we operate. Our journey over the last ten years has been rewarding and we have grown without sacrificing core principles as a proud independent group.
Brynmor Williams Group Director
Photograph
British Insurance Awards 2014 www.thomascarroll.co.uk
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Award Winning Our UK industry awards give you the assurance that Thomas Carroll is a successful company of national reputation. We have won over 30 UK business awards since the late 1990s and are proud to be consistently ranked among The Sunday Times 100 Best Small Companies to Work For. UK Broker of the Decade
IFA Firm of the Year
At the 2014 British Insurance Awards at the Royal Albert Hall, filled with leading insurance professionals, Thomas Carroll Brokers was named UK Insurance Broker of the Decade.
At a prestigious financial services awards ceremony, Thomas Carroll Independent Financial Advisers was named UK Firm of the Year. This latest accolade represents the team’s sixth industry award in the past five years.
We are proud to be named Broker of the Decade from many thousands of brokers in the UK.
The continuity in the Thomas Carroll team has helped the relationship to blossom Robert S Miller J & B Sewing Machine Co Ltd
UK INSURANCE BROKER OF THE DECADE IFA FIRM OF THE YEAR BEST SMALL COMPANIES TO WORK FOR 2015
Rob Jones MBE Regional Director www.thomascarroll.co.uk
For Your Business Corporate Risk Solutions and Business Insurance Health, Safety and Employment Law Corporate Financial Advice
Rhys Thomas Managing Director www.thomascarroll.co.uk
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Corporate Risk Solutions and Business Insurance
As one of the UK’s leading insurance brokers, we provide you with a bespoke insurance solution, whatever the size of your company or the complexity of your risks. We pride ourselves on proactive market knowledge to protect your interests and also to pre-empt potential problems.
For Your Business
For You and Your Family
The link between health and safety services and insurance is invaluable in reducing the Centre’s risk profile Jonathon Poyner Wales Millennium Centre
Corporate Risk Solutions
Legal Indemnities
Our corporate risk management team advises on a multitude of technically complex risks, including marine, aviation, manufacturing, agriculture and large tourist attractions, to name but a few.
Our specialist legal broking team has a streamline process for obtaining legal indemnity solutions in a cost-effective way.
Real Estate
We provide insurance solutions specifically designed for your organisation, whether it is a national franchise, charity, care home or motor trade business.
Working with local and national developers and investors across the UK, our property team offers a wealth of knowledge and experience on real estate and insurance matters.
Special Risks
Business Insurance Designed to support business owners, our dedicated small business insurance team is always on hand to support you and your growing venture.
CORPORATE AND COMPLEX RISK BUSINESS INSURANCE
Gareth Cotty Director
REAL ESTATE LEGAL INDEMNITIES SPECIAL RISKS
Julie Waters Group Director www.thomascarroll.co.uk
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Claims Management
For Your Business
With you every step of the way‌ Our experienced and dedicated claims management team prides itself on providing you with an immediate hands on service.
For You and Your Family
Thomas Carroll has consistently provided a personal and professional service and has been extremely efficient in dealing with our varying demands Nic Ilston ACT Training
Business Claims
Personal Claims
Knowing your business and the risks you face enables us to reduce the impact of any claim on your financial performance.
When a claim or an incident occurs, we understand that is when you need us most. Your dedicated claims executive is on hand to help you and your family minimise personal disruption and damage.
We strive to exceed your expectations at every stage and target ourselves on speedy claims settlements. No matter what the incident, we have the expertise to help and will support you every step of the way.
John Newnes Claims Manager
Richard Pask Director www.thomascarroll.co.uk
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Health, Safety and Employment Law
Thomas Carroll Management Services is one of the UK’s leading health, safety and employment law consultancies and the first consultancy of its kind to be awarded BS: OHSAS 18001, for occupational health and safety management systems. Health and Safety Working with the private and public sectors, our innovative approach will provide you with confidence to deal with the management of health and safety effectively.
For Your Business
For You and Your Family
The structure enables Yankee Candle leadership to implement and manage an excellent health and safety system, with Thomas Carroll providing guidance and support Yankee Candle
Our aim is to help you improve overall business performance by developing clear and pragmatic solutions that work. Employment Law
Business Continuity Planning
Our employment law and HR management service will dovetail with your existing arrangements and allow you to manage personnel effectively, from recruitment to exit interviews.
Business continuity planning is important for any business. With our guidance, you can steer your contingency and emergency plans to ensure business longevity.
Training HEALTH AND SAFETY
Our consultants run bespoke and nationally accredited training courses and regularly hold in-house courses based on client needs.
EMPLOYMENT LAW TRAINING BUSINESS
Kevin Price Managing Director
CONTINUITY PLANNING
Photograph
London Office, Green Park House, 15 Stratton Street, London W1J 8LQ www.thomascarroll.co.uk
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Corporate Financial Advice
For Your Business
Our award-winning team of specialist advisers remain at the forefront of the profession, with in-depth knowledge of the financial markets. You have the benefit of a team actively managing your financial affairs. We can help you and your employees to find optimum financial solutions. Attractive reward packages are a way of investing in your people, with additional benefits becoming increasingly important in business today.
For You and Your Family
We have no hesitation in recommending Thomas Carroll for their knowledge and expertise when setting up or reviewing a pension scheme or any employee benefit arrangements Alan Virgo
Pension Schemes
Business Protection
We tailor workplace pension schemes and offer ongoing advice for directors and executives.
Our dedicated team can offer solutions to protect your business in the event of the death or ill health of a shareholder or an individual who is key to the ongoing success of your business.
Our specialist team will work with you to ensure auto enrolment governance requirements of The Pensions Regulator are met.
Brickability Limited
Protection Benefits Benefits such as death in service and income protection schemes can provide you and your employees with protection and peace of mind.
SELF ADMINISTERED PENSION SCHEMES SELF INVESTED
Health and Well Being Private medical insurance, cash plans and employee assistance programmes are valued benefits and can help to minimise business disruption and ensure the wellbeing of your colleagues.
PERSONAL PENSIONS WORKPLACE
Mark Eedy
PENSIONS AND
Managing Director
AUTO ENROLMENT INCOME PROTECTION PRIVATE MEDICAL INSURANCE
www.thomascarroll.co.uk
For You and Your Family Personal Insurance Club Signature Personal Financial Advice
Claire Humphries Branch Director www.thomascarroll.co.uk
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Personal Insurance
For Your Business
We provide a complete private insurance solution for you and your family. We have been appointed to manage the personal insurances of directors, business owners and employees for many years. We take private insurance and your confidentiality seriously. We arrange valuations and security reviews to ensure your personal possessions are safe.
For You and Your Family
I trust Thomas Carroll on all counts Jonathan Davies OBE
We differ from other providers by ensuring that you receive independent advice and the very best cover at a competitive premium.
BUILDINGS AND CONTENTS
Club Signature Insurance Service is expertly customised for you, providing higher levels of individualised cover for buildings and personal effects.
JEWELLERY AND PERSONAL EFFECTS ANTIQUES AND FINE ART
Our unique service, developed to meet customer needs, provides you with a world of choice, exclusive benefits and bespoke cover.
UK AND EUROPEAN
Barrie McCarthy
HOLIDAY HOMES
Director MOTOR, FAMILY FLEET AND CLASSIC CARS TRAVEL AND MARINE
Mark Eedy Managing Director www.thomascarroll.co.uk
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Personal Financial Advice
Our wealth planning and investment team will ensure you receive the highest standard of advice from leading experts. Together we will understand your requirements and agree which investment proposition best serves your interests and future aspirations. Investment Management Service Through detailed consultation and regular reviews, we discuss your investment outlook. This bespoke service allows us to construct a portfolio with only you in mind.
Review Service
For Your Business
For You and Your Family
I enjoy sound advice delivered in a way that cuts out the mystery and jargon. The service is excellent and no matter who I speak to, I feel that I am a valued, long standing client Rob Burnett
Our consultants will offer you regular reviews at your convenience. You will also benefit from market development updates which could affect your financial plans.
Retirement Planning At retirement, we can help you to work your way through complex and evolving legislation to meet your retirement and investment goals. All your options are carefully considered to suit your changing circumstances.
INVESTMENT MANAGEMENT
Tax Planning We have access to specialist tax planning schemes and can work with other professional advisers to ensure the optimum outcome for you. Our advice is tailored to maximise tax reliefs and tax planning opportunities.
SERVICE SELF INVESTED PERSONAL PENSIONS
Louise Eedy Director
RETIREMENT OPTIONS ADVICE TAX AND ESTATE PLANNING FAMILY PROTECTION
Dafydd Jones Business Development Executive www.thomascarroll.co.uk
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Our Roots
We recruit, develop and retain talented and local experts who operate at the very peak of their profession. We believe our team is our greatest asset. We employ over 130 people at our local offices and each one is a shareholder in the business. This fosters tremendous engagement and a continuity of service that you benefit from. We take pride in our ever-growing graduate programme.
We are very pleased with the level of service and professionalism shown by Thomas Carroll since we started our partnership David Stockley Brecon Carreg
With professional and personal development training schemes an active social committee, complimentary fruit baskets, our own in-house gym and ‘Cwtch’ Cafe, we ensure everyone at Thomas Carroll is fully supported in a happy and focused working environment.
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Making a Difference
Responsible business practice is at the forefront of everything we do. Our commitment to supporting the communities in which we operate is an important part of our ethos. As members and advocates of Business in the Community we actively support a wide range of charities. Whilst celebrating our 40th anniversary we raised 贈80,000 for T天 Hafan Hospice for Young Lives. Our support of local communities is passionate and diverse, from the arts and grass root sports sponsorship, to professional rugby, football and cricket.
From day one T天 Hafan have enjoyed fantastic support from everyone at Thomas Carroll. The fundraising has been invaluable Wendy Collie T天 Hafan
A - Z of Our Services Here are some of the services we can offer you. Please contact us for further information. Business Insurance
Health, Safety and Employment Law Consultancy
Personal Insurance
Agriculture and Farms Aviation
Business Continuity Planning
Breakdown Cover
Blocks of Flats
Employment Law Management Services
Contents
Business Interruption
Employment Law Training
Classic Car
Construction and Contracts Works
Employment Law Consultancy
Family Fleet
Credit Insurance
Health and Safety Management Services
Farms and Estates
Data and Digital Risks
Health and Safety Training
Fine Art
Directors’ and Officers’ Liability
Health and Safety Consultancy
High Value Home
Employers Liability
Safetyline Helpline
Home
Engineering Inspection
Antiques
Holiday Home (UK and Europe)
Environmental Liability
Corporate Financial Advice
Jewellery and Personal Effects
Event Insurance
Auto Enrolment and Workplace Pensions
Listed Properties
Fidelity Guarantee
Critical Illness
Marine
Marine Cargo and Goods in Transit
Death in Service
Private Car
Marine Hull and Liability
Employee Benefits
Private Event
Medical Malpractice
Group Pension Management
Travel
Motor Trade
Hospital Cash Plans
Wedding
Motor Vehicle Fleet, Business Car and Van
Income Protection
Yacht
Performance Bond
Key Person Assurance
Personal Accident
Partnership Protection
Personal Financial Advice
Product Contamination
Private Medical Insurance
Critical Illness
Product Guarantee
Salary Exchange
Death In Service
Product Liability
Self-Administered Pension Schemes
Family Protection
Product Recall
Shareholder Protection
Income Protection
Professional Indemnity
SSAS/SIPP
Investment Management
Property and Asset Insurance
Trustee Investment
ISAs
Property Owners and Landlords Public Liability Renewable Energy Trustees Liability Warranty and Indemnity
Legal Indemnity Insurance
Key Person Cover
Training (Health, Safety and Employment Law)
Life Assurance
Accident Reporting and Investigation
Pension Planning
Asbestos Awareness
Private Medical
CDM Awareness
Partnership Protection
Long Term Care Planning
Confined Space Awareness
Retirement Planning
Chancel Repair Liability
COSHH Awareness
Review Service
Defective Title
Developing Method Statements
Self Invested Personal Pensions
Judicial Review
Employee Safety Awareness
Tax and Estate Planning
Mines and Minerals
Fire Safety Awareness
Trustee Investment Advice
Restrictive Covenant
Fire Warden
Wealth Planning
Right of Light
Health and Safety Awareness for Line Managers
Will Planning
Village Green
IOSH Managing Safely Course
Real Estate
IOSH Working Safely Course
Apartments and Block of Flats
Managing Contractors
Buildings Latent Defects
Manual Handling Awareness
Commercial Real Estate
Principles of Risk Assessment
Mixed Portfolios
NEBOSH National General Certificate
Property Owners Liability
Safety for Directors
Residential Landlord
Work at Height
Caerphilly Office Pendragon House, Crescent Road Caerphilly CF83 1XX t
+44 (0)29 2088 7733
Swansea Office Elm House, Tawe Business Village Enterprise Park, Swansea SA7 9LA t
+44 (0)1792 795 265
Pembrokeshire Office 17 Victoria Place, Haverfordwest Pembrokeshire SA61 2JX t
+44 (0)1437 776 775
Hereford Office Broadway House, 32 – 35 Broad Street Hereford HR4 9AR t
+44 (0)1432 359 500
London Office Green Park House, 15 Stratton Street, London W1J 8LQ t
+44 (0)20 3036 0232
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info@thomas-carroll.co.uk
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www.thomascarroll.co.uk