Allen Tomas & Co Financial Management Ltd

Independent Allen Tomas & Co Financial Management Ltd, 2 Oak Street, Norfolk, Fakenham, NR21 9DY
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
21st October 2019
Chartered Financial Planners providing bespoke independent advice to Individuals, Trustees & Businesses, because every client is different.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Benjamin Allen APFS, EFP Chartered Financial Planner
Managing Director
Accreditations
Chartered Financial Planner
Edward Kubiak DipPFS, EFA, BA(Hons)
Senior Financial Planner
Michael Crisp FPFS, EFP, MCSI Chartered Financial Planner & Fellow
Company Director - Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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.
Antony and Shirley Mackenzie, Hertfordshire
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.
Fraser Carruthers, London
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.
Carol Mason, Hunstanton
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.
Christine Brazier, Henley
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.
Andrew Stevenson, Kings Lynn
I have worked with Ben for years now and have found him to be extremely competent and client focused.
Stephen Burrell, Dersingham
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.
David and Janet Johnson (Attorneys), Norfolk
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.
Greta Riley (acting as Deputy), Ipswich
Where to find us

Allen Tomas & Co Financial Management Ltd, 2 Oak Street, Norfolk, Fakenham, NR21 9DY

Make an enquiry
About us

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 are based in Dersingham on the Sandringham Estate near Kings Lynn, Norfolk and have ample parking for clients.

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.

Our services

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 professionals.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0