Group Brochure

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

5

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.

7

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


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.

9

The continuity in the Thomas Carroll

team has helped the relationship

to blossom

Robert S MillerJ & B Sewing Machine Co Ltd


Rob Jones MBE

Regional Director

For Your Business

Corporate Risk Solutions and Business Insurance

Health, Safety and Employment Law



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.

13

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


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.

15

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



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.

17

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



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


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.

19

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



Personal Insurance

Club Signature




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


23

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


Mark EedyManaging Director

INVESTMENT

MANAGEMENT

SERVICE

SELF INVESTED

PERSONAL PENSIONS

RETIREMENT

OPTIONS ADVICE

TAX AND ESTATE

PLANNING

FAMILY PROTECTION


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.

25

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 Your Business


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.

27

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

29

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


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


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 [email protected]

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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