PASSION IS WHAT DRIVES US
T H I S I S YO U R S TAG E T O
THRIVE I T ’ S YO U R T I M E T O
SHINE 100
A message from our CEO Rhys Thomas
It’s safe to say, we have come a long
Over the decades the business has
story - or even write your own
way since my father Evan Thomas
become larger and stronger and
chapter. We work hard and play hard
and Terry Carroll founded the
without any doubt our people are our
but always strive for this to be a
company in 1972. We have grown
greatest asset and the secret to our
personally rewarding place to work.
from a small provincial broker, to a
success. Take this opportunity to be the best
large group of companies providing a range of insurance, risk and wealth
Every person here has the chance to
you can be and enjoy a long and
management services across multiple
progress and is given a stage to thrive.
fruitful (there’s plenty of fruit about)
regional offices.
We want you to be part of a succession
future at Thomas Carroll.
plan which maintains our independent From the first day of trading, Thomas
future for the next generation.
Carroll has been built on strong moral values, always putting our clients first
You have an opportunity to play an
and treating colleagues as family.
active part in the Thomas Carroll
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Welcome to the family.
MANA GING RISK
PROTE CTING WEALT H
ENGAG ING PE OPLE
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Core Purpose This is our core purpose and it defines who we are, what we do and why we do it. We apply this mission to both our internal and external relationships at Thomas Carroll.
Managing risk
Protecting wealth
Engaging people
By providing a comprehensive range
Group-wide, our services help
People are fundamental to the
of personal insurance, commercial
businesses, business owners and
DNA of Thomas Carroll and are a
insurance and health & safety, we help
private individuals plan for the future,
crucial component to our success
businesses and their owners identify
ensuring their wealth provides a
as a business. We are committed
and manage risk. We ensure peace of
platform for growth and that their
to investing time in our clients and
mind that Thomas Carroll will be with
people are protected too.
establishing long-lasting relationships.
them throughout the journey.
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WHAT we dO Thomas Carroll is a leading insurance, risk and wealth management firm in Wales, Hereford and London. We offer a range of business and personal services to a variety of clients, ensuring peace of mind every step of the way.
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EST. 1972 BUSINESS
HEALTH AND
WEALTH
SAFETY
INSURANCE
Management EMPLOYEE BENEFITS
PERSONAL
INSURANCE
£10m
I N E XC E S S O F
40%
TURNOVER
I N E XC E S S O F
OF OUR PEOPLE HAVE WORKED HERE FOR OVER
10 YEARS
£1m PROFIT
THOMAS CARROLL BROKERS (TCB)
and that’s the bottom line!
We employ over
140 people
THOMAS CARROLL INDEPENDENT FINANCIAL ADVISERS (TCIFA) THOMAS CARROLL PRIVATE CLIENTS (TCPC)
OF OUR PEOPLE HAVE A
THOMAS CARROLL MANAGEMENT SERVICES (TCMS)
PROFESSIONAL QUALIFICATION
THOMAS CARROLL BROKERS SWANSEA (TCBSA)
12,000 CLIENTS HAVERFORDWEST •
SWANSEA •
CAERPHILLY •
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NEWPORT •
HEREFORD •
LONDON
OurValues Our brand values derive from the way we do business and how we relate to our
A voice you can trust
A passion for business
We have built a reputation as a trusted
We enjoy what we do and are always
partner and our breadth of experience
going the extra mile for our clients, to
ensures peace of mind for regulators,
provide the best service possible, now
clients and colleagues.
and in the future.
colleagues and clients, all day every day.
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A partner for life
An eye on the future
A stage to thrive
We nurture strong relationships that
We continually adapt, embracing new
We are all about giving our clients the
last. We build loyalty and friendships
technology and trends so that we can
best advice and helping our employees
with colleagues, clients and partners.
remain industry leaders.
achieve career aspirations, providing a platform for growth and longevity.
We are in it for the long run.
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Meet our directors, who between them, head up our 5 subsidiaries and 6 regional offices. They are a friendly bunch and passionate about providing a platform for growth.
CHAIRMAN
CHIEF EXECUTIVE OFFICER
JOHN MOORE MBE
RHYS THOMAS
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thomas carroll brokers
MANAGING DIRECTOR
DIRECTOR
GARETH COTTY
SIMON BRADWICK
thomas carroll independent financial advisers
MANAGING DIRECTOR
MARK EEDY
DIRECTOR
LOUISE EEDY
DIRECTOR
STEPHEN FRANCIS
thomas carroll private clients
MANAGING DIRECTOR
ALISON DAVIES
DIRECTOR
BARRIE MCCARTHY
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DIRECTOR
CLAIRE HUMPHRIES
thomas carroll management services
MANAGING DIRECTOR
DIRECTOR
KEVIN PRICE
RICHARD PASK
NON-EXECUTIVE DIRECTOR
ROGER DAVIES
thomas carroll brokers swansea
DIRECTOR
MARK SULLIVAN
DIRECTOR
JEFF PARTRIDGE
DIRECTOR
CHARLOTTE GWENTER
thomas carroll group
DIRECTOR
JULIE WATERS
GROUP DEVELOPMENT DIRECTOR
BRYNMOR WILLIAMS
GROUP DEVELOPMENT DIRECTOR
ROB JONES MBE
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NON-EXECUTIVE DIRECTOR
NIGEL DAVIES
NON-EXECUTIVE DIRECTOR
GARETH WILLIAMS
IRA
NC
MADE
TC>F
NC TC>F
MADE IRA
Happy and healthy people are vital to the success of our business
INCO E PROTECTIM ON
£
– we couldn’t do it without you! We take pride in the comprehensive benefits package
LONG SERVICE AWARDS
we offer, to make sure you and your family are taken care of.
HOSPITAL
SUBSIDISED LUNCHES
CASH PLAN
DEATH IN SERVICE PERSONAL
FR
EE
ACCIDENT
NCE
HOLIDAY ALLOWA
25 28 +2 MIN.
12
AFTER 3 YEARS
WEDDING YEAR
STUDY LEAVE
STU TUTODRY S
REW FOR PAASRDS S EXAMSING
Benefits •
Hospital Cash Plan includes
Employee Benefit Trust offers
extra annual leave after 15 years
dental and optical benefits,
every employee a share in
and 20 days extra annual leave
consultant fees and a range
Thomas Carroll.
after 20 years service.
of operations, private scans,
•
•
tests, sports massages, therapies
programme, which is designed to
counselling support helpline to
and treatments. This plan
give you a comprehensive view of
employees including face to face
automatically provides some
the business and market and to
cover for dependent children and
ensure you develop and maintain •
salary paid in the event of death or permanent total disablement.
£250 for Certificate, £1,000 for Diploma and £2,000 for Advanced Diploma or Chartered status. •
days holiday and 28 days holiday
Pension 5% contribution from
after 3 years. •
employee.
•
Long service bonus awards
Professional membership fees paid as well as exam entry.
•
Study leave will give you a minimum of 4 days per subject.
Annual leave is a minimum of 25
and then 75% of gross salary. Thomas Carroll and 3% from
Personal Accident 2 x annual
Rewards for passing exams
four times your salary. Income Protection Benefit
counselling. •
your expertise.
Death in Service cover will pay
provides full salary for 6 months •
Employee Assistance Programme offers a 24/7
additional premiums.
•
•
programme offers you a personal
can include partners subject to •
Training and development
diagnosis appointments and
•
Study tutors and materials are paid for.
•
Employee discounts with
includes 2 extra days annual leave
selected discounts extended to
after 10 years of service, 5 days
family members.
Treats •
Free fruit
•
1 charity volunteering day per annum
•
Indian head massage
•
Weekend trips away and treats
•
Cycle-to-work scheme
•
Subsidised lunches
•
Social events
•
2 additional holiday days if you
•
Annual luxury holiday prize
•
Your Birthday off
get married
draw – a week in Madeira
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Our list of industry awards
British Insurance Awards
Chartered Institute Insurance Awards
showcases the achievements
Insurance Broker of the Year 2018
Promoting the Profession 2016
of our dedicated teams and
Broker of the Decade 2014 Best Companies to Work For
talented people. Royal Mint Supplier Awards
Sunday Times Top 100 Best Small
Business Supplier of the Year 2017
Companies to Work For 2005-2015
Overall Supplier of the Year 2017 Sesame Bankhall Group Caerphilly Business Forum Awards
Corporate Adviser of the Year 2014
Large Business of the Year 2017
Firm of the Year 2014
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The future at Thomas Carroll is
What do we do with profits?
bright. We have the opportunity to grow and create new and
•
Distribute dividends to all
fulfilling opportunities for
Employee Benefit Trust
everyone in the group.
shareholders (that is pretty much all people after around 18 months
The ambition is to grow to £20 million turnover by 2027
Annually we review our direction and strategy to ensure we remain ahead of the competition. More importantly, we review client care and ensure we exceed expectations.
employment). •
and most importantly reinvest profits back into the business
Looking ahead
•
and our people.
Invest in personal training,
This is a dynamic and exciting place
learning and development.
to work where every voice is heard
Keep up with technology advancements.
•
Salary review in line with performance.
•
Spruce up our offices and work areas to remain fresh and modern.
•
Look for new people and teams who can make a difference.
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to help shape the future direction of Thomas Carroll.
Our Offices 1. Caerphilly 2. Swansea 3. Haverfordwest
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4 2
1
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4. Hereford 5. London 6. Newport
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Platform for Growth We work hard to create a working environment in which you can flourish and thrive. Being Chartered and competent in all parts of the business is unique and ensures we provide the best possible advice to our clients. Leadership development
TC Academy
Succession planning is always at the
We invest in people, recruiting and
forefront of our mind. Learning and
engaging local talent. Our graduate
personal development is important to
academy gives the next generation the
us, it ensures our people are given the
opportunity to develop and progress
right tools and support to reach their
at an accelerated pace.
full potential.
Help our people to achieve Through training, development and open communication we work together to help our people achieve their future career ambitions.
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Equal Casting Creating a healthy and
Our commitment to delivering an
balanced working environment
equal opportunities code of practice
where colleagues thrive is
means we treat our people fairly,
central to our core values. We believe in developing
regardless of; •
Age
•
Disability
matter your background or
•
Gender reassignment
characteristic.
•
Marriage or civil partnership
•
Pregnancy and maternity
•
Race
•
Religion or belief
•
Sex
•
Sexual orientation
talent across the group, no
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Want to be an expert? You’re in good company‌
You can watch our award-winning #CHOOSECHARTERED video by visiting www.thomascarroll.co.uk and searching the hashtag. Filmed at Thomas Carroll, it explains everything you need to know about what being a Chartered company means for our employees and our clients. Chartered status is only achieved by companies who demonstrate commitment to maintaining the highest standards of technical competence and ethical conduct.
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Thomas Carroll Charitable Trust TCCT
There are plenty of
In order to best support local
To increase awareness and local
opportunities for you to get
community initiatives, Thomas Carroll
involvement, support requests are
involved in charitable activities
has launched our charitable trust.
welcomed from clients, business
through our Thomas Carroll Charitable Trust.
contacts, employees and friends. Our Each of our offices select an annual
dedicated TCCT committee is on-hand
charity. By encouraging involvement
to assess requests for charities, grass
from all employees, additional funds
root sports teams, local schools, litter-
raised during events, sporting
picking and community regeneration
challenges, dress-down days and
projects.
raffles are also added to the pot so you can help make a difference on your
tcct@thomas-carroll.co.uk
doorstep.
#TCCTrust
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Our commitment to the environment Thomas Carroll recognise that our day-to-day activities affect the environment around us. Our policy is designed to reduce the impact we have on our planet by considering the resources we consume and the waste we produce. Here’s a few examples of how we contribute towards a sustainable future for our environment in our daily work life.
Comply with environmental legislation
Encourage efficient travel including carsharing for meetings and cycle-to-work schemes
Source sustainable products whenever possible
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Strive to continually improve our environmental performance through regular reviews and communication
Promote efficient use of power, resources and materials to reduce waste
What our clients say.
“I GET A PERSONAL SERVICE AND FEEL THAT I AM A FRIEND.”
“Nothing is too much trouble for Thomas Carroll. My account manager is quite outstanding.”
“THOMAS CARROLL HAVE TRANSFORMED OUR HEALTH & SAFETY WITHIN THE BUSINESS AND ALSO REDUCED COSTS.”
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What our colleagues say.
“People are at the heart of the Thomas Carroll brand - both employees and clients.”
“WE’RE LOCAL, WE’RE INDEPENDENT AND OUR SERVICE OFFERING HELPS US COMPETE WITH THE BEST.”
“OUR STRENGTH IS OUR REPUTATION AND STANDING WITHIN OUR INDUSTRY.”
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Professional. Independent. Friendly. Helpful. Reliable. Knowledgeable. Honest. Experienced. Efficient. Approachable. Local.
How people describe us, both internally and externally. Client and employee survey 2017
www.thomascarroll.co.uk