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
Inheritance Tax Planning
Pensions (including transfers and pensions in divorce)
Life & Critical Illness insurance
Long term care fees planning
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.
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.
6, St Nicholas Court Church Lane, Dersingham, Norfolk, PE316GZ
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