Allen Tomas & Co Financial Management LtdCertificate of Excellence 2019
Dersingham, Norfolk(6 Reviews)
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, based in Dersingham on the Sandringham Estate near Kings Lynn Norfolk.
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.
We provide specialist independent financial advice in the following areas:
Savings & Investments
Inheritance Tax Planning
Pensions (including transfers and pensions in divorce)
Life & Critical Illness insurance
Long term care fees planning
Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelors’ degree. In achieving and maintaining Chartered Financial Planner status as a firm you can be confident you are dealing with a business with the highest levels of integrity and ethics, knowing that you can trust that the advice given is in your best interests.
Allen Tomas & Co Financial Management Ltd
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
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.
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