Allen Tomas & Co Financial Management Ltd
Dersingham, Norfolk
(8)
Dersingham, Norfolk
(8)
Allen Tomas & Co Financial Management Ltd are proud to be a firm of Chartered Financial Planners, representing the small number of firms who have achieved Chartered status.
We advise, plan and manage investments for individuals, trustees and businesses, with the ethos of our Company being to build long and loyal client relationships, looking after our clients through our ongoing management service.
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8 customer reviews
Thomas Olesen
I wouldn't hesitate to recommend Allen Thomas & Co to look after anyone's personal finances.
Reviewed on Facebook
Fraser Carruthers
Handled my financial affairs with great professionalism and success for the last 10 years. Thoroughly recommended.
Reviewed on Facebook
Jan Johnson
Looking after my father's affairs as he is in a home. I have had complete confidence in all the advice that has been given to us over the past six years and wouldn't go anywhere else. They are a great team. Highly recommended More...
Reviewed on Facebook
A Google User
Throughout our dealings with Ben and his team we have always been impressed with the professional approach the team takes, would highly recommend.
Reviewed on Google Maps
David Bird
Such a brilliant company to deal with. My financial pension planning ran as smooth as clockwork and made this confusing issue very easy for me to understand. Many thanks to Allen Tomas & Co Financial Management Ltd for making this such a great experience. More...
Reviewed on Google Maps
Linda Field
I cannot fault the service Allen Tomas and Co has provided over the years. Always at pains to ensure that we fully understand the complexities of our portfolio, their prime concern is that we, the customers, are fully informed and that their advice meets our needs. The team have their finger on the button and quickly contact us when we could make beneficial changes. Friendly and approachable, we feel that they have our best interests at heart and that our investments are in safe hands. More...
Reviewed on Google Maps
Roderick Cartmell
I was responsible for looking after my aunt's finances after her husband died. Ben's accessible style and excellent advice were of great help in dealing with the financial issues involved. Rod C
Reviewed on Google Maps
Jennifer Pattison
We've had such a positive experience with Ben Allen and the team. They have been friendly and approachable, and yet super professional, and were incredibly generous with the time taken to explain our options to us in our free introductory meeting. Highly recommended.
Reviewed on Google Maps
What do you love most about your job?
Assisting clients and helping them achieve their financial goals
What inspired you to start your own business?
The need to do things differently from the rest, taking time to get to know every one of our clients and tailoring individual solutions for the particular needs
Why should our clients choose you?
We believe we offer a service above any beyond other IFA's through use of our client portal, you can see all of your investments in one single place
Can you provide your services online or remotely? If so, please add details.
Yes, meetings can be help remotely by any of the following mediums; zoom/skype/teams or telephone.
What changes have you made to keep your customers safe from Covid-19?
Covid secure offices, remote advice and robust processes.
Independent Financial Advice
Through our robust advice & investment process, we work with you to develop an informative and comprehensive strategic plan, encompassing your objectives and goals.
Cash flow analysis is crucial to our planning process in order to help you achieve your financial goals. Whether they are to meet a certain level of income in retirement, avoid capital depletion or to ensure you pass on wealth to your loved ones. This is achieved through our careful planning process and the experience and knowledge of our advisers who work closely with local legal and accountancy.
