Allen Tomas & Co Financial Management Ltd

Independent Financial Adviser  Allen Tomas & Co Financial Management Ltd, 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 9th May 2022
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 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, NR21 9DY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
7.0/10
check
FCA authorised
Last authorised 9th May 2022

Similar advisers near you

Independent Financial Adviser 0.59 mi
We pride ourselves on a personal and friendly, yet professional service.
 
Independent Financial Adviser 6.37 mi
Financial advice should be about discussing your current situation, financial problems and objectives. Let Angus Mackenzie help you find solutions.
 
Independent Financial Adviser 7.55 mi
We pride ourselves on a personal and friendly, yet professional service.
 
Independent Financial Adviser 10.55 mi
Broadland Consultants, 'The Home of Independent Mortgage & Financial Advice' for North Norfolk.