Allen Tomas & Co Financial Management Ltd

Independent Financial Adviser  6, Dersingham, Norfolk, PE316GZ
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FCA authorised
Last authorised 15th January 2020
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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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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SIPPs
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Stakeholder
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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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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Michael Crisp
Director & Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

6, St Nicholas Court Church Lane, Dersingham, Norfolk, PE316GZ

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Chartered Financial Planners providing bespoke independent advice to Individuals, Trustees & Businesses, because every client is different.