What our clients say
As a single mature person it is never easy to get all the various intricate details explained with patience and commonsense. Since our meeting I have felt much happier and comfortable with the advice given.
When my father had to go into a home we found his financial affairs were too complicated for us to handle. Ben was recommended to us by our solicitor, who uses him herself. From our first meeting we felt we had known him for years. His manner was calming and reassuring and he explains things in simple terms. We trust him completely and have great confidence that he has Dads best interests at heart. We would recommend him to anyone who has need of his expertise.
I have worked with Ben for years now and have found him to be extremely competent and client focused.
In Ben I have found an Independent Financial Adviser that adds value to my services and clients. Excellent knowledge, quick responses and sound investment and long term planning advice.
Edward, I wanted to say how impressed I was with the presentation of your advice to me. I can see how much work you put into it and very much appreciate your thoroughness. Thank you for taking so much trouble to look after me; you have done so for quite a few years now and I know I can trust you to do your best for me - you always have done.
I have used Ben Allen now for over a year, and he has helped several of my clients with their financial needs. I always receive very positive feedback from my clients as to how friendly and easygoing Ben is, which is always reassuring to those who are not used to dealing with such matters. I would never hesitate to recommend him in all such matters. and am relieved that I have somebody I can rely upon.
Ben Allen has been managing my finances now for nearly 5 years. I find the service offered by Ben is of a great standard and regularly recommend his services to friends. He is a very communicative and knowledgeable financial adviser.
Having placed our financial future in the capable hands of Mr Ben Allen, we are impressed with his efficient and professional approach and have the utmost confidence in allowing him to deal with our portfolio of investments.
Allen Tomas & Co Financial Management Ltd is a firm of Chartered Financial Planners based in Dersingham on the Sandringham Estate near Kings Lynn Norfolk.
We advise and manage funds for individuals, trustees and businesses, with the ethos of our Company being to build long and loyal client relationships through our ongoing management service.
We provide independent financial advice in the following areas: Savings & Investments, Tax Planning, Trustee/Attorney/Deputy Investments, Estate Planning, Pensions (including transfers and pensions in divorce), At retirement options, Life insurance & Critical illness, Income protection, Long term care, Workplace/Company Pensions & Auto-enrolment, Employee benefits, Business protection and Corporate Investments.
Through our Service & Investment Process, we work with you to 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 in order to to help you achieve your financial goals. Whether they are to meet a certain level of income in retirement, avoid capital depletion or to pass on wealth to your loved ones. This is achieved through our careful planning process and the experience of our advisers who work closely with local legal and accountancy professionals.