Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd is a verified pro service provider Certificate of Excellence 2019

Allen Tomas & Co Financial Management Ltd locationDersingham, 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
Tax Planning
Inheritance Tax Planning
Pensions (including transfers and pensions in divorce)
Life & Critical Illness insurance
Income protection
Long term care fees planning
Company Pensions
Employee benefits

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.

  • 1 hire on Bark.com
Allen Tomas & Co Financial Management Ltd Reviews

Reviews


Review of Allen Tomas & Co Financial Management Ltd by A Google User
5 06/09/2017 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.

Review of Allen Tomas & Co Financial Management Ltd by Roderick Cartmell
5 27/03/2017 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

Review of Allen Tomas & Co Financial Management Ltd by Jennifer Pattison
5 08/03/2017 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.

Review of Allen Tomas & Co Financial Management Ltd by Thomas Olesen
5 Thomas Olesen

I wouldn't hesitate to recommend Allen Thomas & Co to look after anyone's personal finances.

Review of Allen Tomas & Co Financial Management Ltd by Fraser Carruthers
5 Fraser Carruthers

Handled my financial affairs with great professionalism and success for the last 10 years. Thoroughly recommended.

Review of Allen Tomas & Co Financial Management Ltd by Jan Johnson
5 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

Allen Tomas & Co Financial Management Ltd


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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

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.

  • 1 hire on Bark.com

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