Allen Tomas & Co Financial Management Ltd

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 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.