Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd locationDersingham, Norfolk

Allen Tomas & Co Financial Management Ltd is a firm of Chartered Financial Planners based near to the Royal Estate of Sandringham and Norfolk's picturesque coastline, with additional offices in Knightsbridge, London.

We are responsible for the management, preservation and creation of individual, trustee and corporate client’s wealth, with the ethos of the company being to build long and loyal relationships with our clients through our ongoing management service.

Through our Services & Investment Process, we will develop an informative and comprehensive strategic plan, which will incorporate financial objectives and solutions either for yourself, the company or the trust.

Cash flow analysis is crucial to our planning process, to help you avoid capital depletion and income deficits. This is achieved through the experience within the firm and the close working relationships with the legal and accountancy professions.

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Google Reviews of Allen Tomas & Co Financial Management Ltd

Google Reviews

Review of Allen Tomas & Co Financial Management Ltd by A Google User
9 months ago

Throughout our dealings with Ben and his team we have always been impressed with the professional approach the team takes, would highly recommend.

A Google User
Review of Allen Tomas & Co Financial Management Ltd by Jennifer Pattison
1 year ago

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.

Jennifer Pattison
Review of Allen Tomas & Co Financial Management Ltd by Roderick Cartmell
1 year ago

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

Roderick Cartmell
Allen Tomas & Co Financial Management Ltd on Google Maps

Company Location

6 Saint Nicholas Court, Church Lane, Dersingham, King's Lynn PE31 6GZ, UK

Allen Tomas & Co Financial Management Ltd Q&A

Company Q&A

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

Services provided by Allen Tomas & Co Financial Management Ltd

Services

Independent Financial Advice

INDIVIDUALS, TRUSTEES & CORPORATE We manage the finances for individuals, trustees, attorneys and businesses, with our ethos being to build close client relationships through our ongoing management service. All clients will have access to our panel of professional connections who can help with areas such as accounting and legal services designed to improve our service proposition. STRATEGIC PLANNING Through our Advice & Investment Process, we will develop an informative, comprehensive and bespoke strategic plan, incorporating financial objectives and solutions relevant to the individual, business or trust CASH FLOW ANALYSIS Cash flow analysis is crucial to our planning process, to help you avoid capital depletion and income deficits. This is achieved through the experience within the firm and the close working relationships with the legal and accountancy professions.

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