Transcript
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
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 long-lasting 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.
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.
We would like to take you on our journey and we look forward to working with you in the future.
John Moore MBE
Chairman
A good, strong family-based
company that delivers a world-
class service
Dylan MatthewsCeltic Manor
www.thomascarroll.co.uk
Alison DaviesManaging Director
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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 DanielsScarlets
Business Insurance
For Your Business
For You and Your
Family
Corporate Financial Advice
Personal Insurance
Health, Safety and
Employment Law
Personal Financial Advice
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.
SWANSEA
PEMBROKESHIRE
LONDON
Regionally Based
CAERPHILLY
SWANSEA
PEMBROKESHIRE
HEREFORD
LONDON
SWANSEA
PEMBROKESHIRE
LONDON
Independent Advantage
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.
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.
Our independence ensures that we always have your best interests at heart.
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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.
Thomas Carroll were recommended
to us. They are efficient, organised
and attentive to our diverse needs
Paul Matthews Bartonsham Dairies
Brynmor WilliamsGroup Director
www.thomascarroll.co.uk
PhotographBritish Insurance Awards 2014
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.
Award Winning
UK INSURANCE
BROKER OF THE
DECADE
IFA FIRM OF THE YEAR
BEST SMALL
COMPANIES TO
WORK FOR 2015
UK Broker of the Decade
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.
We are proud to be named Broker of the Decade from many thousands of brokers in the UK.
IFA Firm of the Year
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.
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The continuity in the Thomas Carroll
team has helped the relationship
to blossom
Robert S MillerJ & B Sewing Machine Co Ltd
www.thomascarroll.co.uk
Rob Jones MBE
Regional Director
For Your Business
Corporate Risk Solutions and Business Insurance
Health, Safety and Employment Law
Corporate Financial Advice
www.thomascarroll.co.uk
Rhys ThomasManaging Director
Corporate Risk Solutions
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.
Real Estate
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.
Business Insurance
Designed to support business owners, our dedicated small business insurance team is always on hand to support you and your growing venture.
Legal Indemnities
Our specialist legal broking team has a streamline process for obtaining legal indemnity solutions in a cost-effective way.
Special Risks
We provide insurance solutions specifically designed for your organisation, whether it is a national franchise, charity, care home or motor trade business.
CORPORATE AND
COMPLEX RISK
BUSINESS INSURANCE
REAL ESTATE
LEGAL INDEMNITIES
SPECIAL RISKS
Corporate Risk Solutions and Business Insurance
For Your Business
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.
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The link between health and
safety services and insurance is invaluable
in reducing the Centre’s risk profile
Jonathon PoynerWales Millennium Centre
Gareth CottyDirector
For You and Your Family
www.thomascarroll.co.uk
Julie WatersGroup Director
Claims Management
Our experienced and dedicated claims management team prides itself on providing you with an immediate hands on service.
Business Claims
Knowing your business and the risks you face enables us to reduce the impact of any claim on your financial performance.
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.
Personal Claims
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.
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With you every step of the way…
Thomas Carroll has consistently
provided a personal and professional
service and has been extremely efficient in dealing with our varying demands
Nic IlstonACT Training
John NewnesClaims Manager
For Your Business
For You and Your Family
www.thomascarroll.co.uk
Richard PaskDirector
HEALTH AND SAFETY
EMPLOYMENT LAW
TRAINING
BUSINESS
CONTINUITY
PLANNING
Health, Safety and Employment Law
Employment Law
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.
Training
Our consultants run bespoke and nationally accredited training courses and regularly hold in-house courses based on client needs.
Business Continuity Planning
Business continuity planning is important for any business. With our guidance, you can steer your contingency and emergency plans to ensure business longevity.
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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.
Our aim is to help you improve overall business performance by developing clear and pragmatic solutions that work.
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
Kevin PriceManaging Director
For Your Business
For You and Your Family
www.thomascarroll.co.uk
PhotographLondon Office, Green Park House, 15 Stratton Street, London W1J 8LQ
SELF ADMINISTERED
PENSION SCHEMES
SELF INVESTED
PERSONAL PENSIONS
WORKPLACE
PENSIONS AND
AUTO ENROLMENT
INCOME PROTECTION
PRIVATE MEDICAL
INSURANCE
Corporate Financial Advice
Pension Schemes
We tailor workplace pension schemes and offer ongoing advice for directors and executives.
Our specialist team will work with you to ensure auto enrolment governance requirements of The Pensions Regulator are met.
Protection Benefits
Benefits such as death in service and income protection schemes can provide you and your employees with protection and peace of mind.
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.
Business Protection
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.
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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.
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 VirgoBrickability Limited
Mark EedyManaging Director
For Your Business
For You and Your Family
www.thomascarroll.co.uk
Personal Insurance
Club Signature
Personal Financial Advice
For You and Your Family
www.thomascarroll.co.uk
Claire HumphriesBranch Director
BUILDINGS AND
CONTENTS
JEWELLERY AND
PERSONAL EFFECTS
ANTIQUES AND
FINE ART
UK AND EUROPEAN
HOLIDAY HOMES
MOTOR, FAMILY FLEET
AND CLASSIC CARS
TRAVEL AND MARINE
Personal Insurance
For You and Your Family
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We take private insurance and your confidentiality seriously. We arrange valuations and security reviews to ensure your personal possessions are safe.
We differ from other providers by ensuring that you receive independent advice and the very best cover at a competitive premium.
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.
I trust Thomas Carroll
on all counts
Jonathan Davies OBE
Club Signature Insurance Service is expertly customised for you, providing higher levels of individualised cover for buildings and personal effects.
Our unique service, developed to meet customer needs, provides you with a world of choice, exclusive benefits and bespoke cover.
Barrie McCarthyDirector
For Your Business
www.thomascarroll.co.uk
Mark EedyManaging Director
INVESTMENT
MANAGEMENT
SERVICE
SELF INVESTED
PERSONAL PENSIONS
RETIREMENT
OPTIONS ADVICE
TAX AND ESTATE
PLANNING
FAMILY PROTECTION
Personal Financial Advice
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.
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.
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.
Review Service
Our consultants will offer you regular reviews at your convenience. You will also benefit from market development updates which could affect your financial plans.
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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.
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
Louise EedyDirector
For You and Your Family
For Your Business
www.thomascarroll.co.uk
Dafydd JonesBusiness Development Executive
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.
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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Our Roots
We recruit, develop and retain talented and local experts who operate at the very peak of their profession.
We are very pleased with the
level of service and professionalism
shown by Thomas Carroll since
we started our partnership
David StockleyBrecon Carreg
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As members and advocates of Business in the Community we actively support a wide range of charities. Whilst celebrating our 40th anniversary we raised £80,000 for Tŷ 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.
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.
From day one Tŷ Hafan have
enjoyed fantastic support from everyone at
Thomas Carroll. The fundraising
has been invaluable
Wendy CollieTŷ Hafan
A - Z of Our Services
Here are some of the services we can offer you. Please contact us for further information.
Business Insurance
Agriculture and Farms
Aviation
Blocks of Flats
Business Interruption
Construction and Contracts Works
Credit Insurance
Data and Digital Risks
Directors’ and Officers’ Liability
Employers Liability
Engineering Inspection
Environmental Liability
Event Insurance
Fidelity Guarantee
Marine Cargo and Goods in Transit
Marine Hull and Liability
Medical Malpractice
Motor Trade
Motor Vehicle Fleet, Business Car and Van
Performance Bond
Personal Accident
Product Contamination
Product Guarantee
Product Liability
Product Recall
Professional Indemnity
Property and Asset Insurance
Property Owners and Landlords
Public Liability
Renewable Energy
Trustees Liability
Warranty and Indemnity
Legal Indemnity Insurance
Chancel Repair Liability
Defective Title
Judicial Review
Mines and Minerals
Restrictive Covenant
Right of Light
Village Green
Real Estate
Apartments and Block of Flats
Buildings Latent Defects
Commercial Real Estate
Mixed Portfolios
Property Owners Liability
Residential Landlord
Health, Safety and Employment Law Consultancy
Business Continuity Planning
Employment Law Management Services
Employment Law Training
Employment Law Consultancy
Health and Safety Management Services
Health and Safety Training
Health and Safety Consultancy
Safetyline Helpline
Corporate Financial Advice
Auto Enrolment and Workplace Pensions
Critical Illness
Death in Service
Employee Benefits
Group Pension Management
Hospital Cash Plans
Income Protection
Key Person Assurance
Partnership Protection
Private Medical Insurance
Salary Exchange
Self-Administered Pension Schemes
Shareholder Protection
SSAS/SIPP
Trustee Investment
Training (Health, Safety and Employment Law)
Accident Reporting and Investigation
Asbestos Awareness
CDM Awareness
Confined Space Awareness
COSHH Awareness
Developing Method Statements
Employee Safety Awareness
Fire Safety Awareness
Fire Warden
Health and Safety Awareness for Line Managers
IOSH Managing Safely Course
IOSH Working Safely Course
Managing Contractors
Manual Handling Awareness
Principles of Risk Assessment
NEBOSH National General Certificate
Safety for Directors
Work at Height
Personal Insurance
Antiques
Breakdown Cover
Contents
Classic Car
Family Fleet
Farms and Estates
Fine Art
High Value Home
Home
Holiday Home (UK and Europe)
Jewellery and Personal Effects
Listed Properties
Marine
Private Car
Private Event
Travel
Wedding
Yacht
Personal Financial Advice
Critical Illness
Death In Service
Family Protection
Income Protection
Investment Management
ISAs
Key Person Cover
Life Assurance
Long Term Care Planning
Pension Planning
Private Medical
Partnership Protection
Retirement Planning
Review Service
Self Invested Personal Pensions
Tax and Estate Planning
Trustee Investment Advice
Wealth Planning
Will Planning
e info@thomas-carroll.co.uk
w www.thomascarroll.co.uk
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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