Allen Tomas & Co Financial Management Ltd

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

We can advise you on

97
£150k+
£150k+
£150k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Marc Ward DipPFS
Independent Financial Adviser
Miss Rachael Smith CertCII (MP)
Senior Mortgage Adviser
Mr Michael Crisp FPFS, EFP, MCSI
Director & Chartered Financial Planner
Mr Benjamin Allen FPFS, EFP, SOLLA Chartered Financial Planner
Managing Director, Fellow of CII

Compliance

Simply Biz

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