Allen Tomas & Co Financial Management Ltd

Independent Financial Adviser  Allen Tomas & Co Financial Management Ltd, Fakenham, Norfolk, NR21 9DY
First meeting at adviser's own cost
Chartered Financial Planners providing bespoke independent advice to Individuals, Trustees & Businesses, because every client is different.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Benjamin Allen APFS, EFP Chartered Financial Planner
Managing Director

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Chartered Financial Planner
Edward Kubiak DipPFS, EFA, BA(Hons)
Senior Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Michael Crisp FPFS, EFP, MCSI Chartered Financial Planner & Fellow
Company Director - Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Accreditations
Chartered Financial Planner
Max Rust
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.
Greta Riley (acting as Deputy), Ipswich
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
I have worked with Ben for years now and have found him to be extremely competent and client focused.
Stephen Burrell, Dersingham
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
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
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
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
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
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.

Where to find us
Head office address: Allen Tomas & Co Financial Management Ltd, 2 Oak Street, Norfolk, Fakenham, NR21 9DY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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