We are responsible for the management, preservation and creation of individual, trustee and corporate client's wealth, with the ethos of the company being to build long and loyal relationships with our clients through our ongoing management service.

Through our Advice & Investment Process, we will develop an informative, comprehensive and bespoke strategic plan, incorporating financial objectives and solutions relevant to the individual, business or trust

Cash flow analysis is crucial to our planning process, to help you avoid capital depletion and income deficits. This is achieved through the experience within the firm and the close working relationships with the legal and accountancy professions.

Highlights, Specialties & Features

  • Initial consultation at our expense

Professional Associations & Certifications

  • Chartered Insurance Institute
  • Personal Finance Society

Payment Options

  • Cheques and Bank Transfers

Contact Details

  Website
  Person Ben Allen
  City King's Lynn
  Postcode PE31 6GZ
  Address 6 St Nicholas Court, Church Lane, Dersingham
  Phone Number 01485541998
  Mobile 07920429294

Business Representative

Ben Allen

Managing Director

Ben formed Allen Tomas & Co Financial Management in early 2013, having joined the financial services industry in 1998. Ben is the Director of the company and a qualified Independent Financial Adviser, who holds advanced papers in Taxation & Trusts, and Pensions. He spent several years as a Corporate Adviser offering advice on employee benefits and pensions. He strongly believes in building long and loyal relationships with clients and their future generations. His areas of professionalism include retirement & investment planning and trust & estate planning.
His passions are his family including his Labrador, good food, the Norfolk coast, watching rugby and playing tennis.

Products & Services

Pension Planning

We can advise on all aspects of pension planning whether it be building funds for retirement, protecting your accrued pensions, sharing pensions or accessing your benefits in retirement. We will also advice and explain more complex areas such as HMRC protections, annual allowance, tapering and the lifetime allowance.


Savings & Investments

Whether you have received an inheritance, unhappy with your existing portfolio or have surplus cash savings, we can provide recommendations from a range of investments solutions to help you achieve your financial goals.
We have a robust due diligent process behind our Investment Philosophy to give you peace of mind and security when investing your capital/assets. Allen Tomas & Co invest in research software that allows us to obtain important financial data before any recommendations are made.


Mortgages

Allen Tomas & Co Mortgages was created to provide mortgage advice to existing clients of Allen Tomas & Co Financial Management Ltd.
We pride ourselves on understanding our client's needs and then delivering a range of options tailored to meet these requirements. Our ability to understand in greater depth enables us to provide solutions which might otherwise be missed.

  • I would recommend this business

Looking after my father's affairs as he is in a home. I have had complete confidence in all the advice that has been given to us over the past six years and wouldn't go anywhere else. They are a great team.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

Handled my financial affairs with great professionalism and success for the last 10 years. Thoroughly recommended.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

I have used Ben Allen now for over 3 years and he has helped 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.


In Ben i have found an independent financial advisor that adds value to my services and clients. Excellent knowledge, quick responses and sound investment and long term planning advice.


I was responsible for looking after my aunt's finances after her husband died. Ben's accessible style and excellent advice were of great help in dealing with the financial issues involved.


We've had such a positive experience with Ben Allen and the team. They have been friendly and approachable, and yet super professional, and were incredibly generous with the time taken to explain our options to us in our free introductory meeting. Highly recommended.

Photo Book

From Our Website

As our advice is holistic, it means we understand the importance of making a will and lasting powers of attorney, creating shareholder/partnership agreements, advising trustees on tax planning and investments and other legal necessities. We also understand the importance of providing Accountants with information such as earned income, dividends, interest, investment income, trust income, realised capital gains, etc, whether this be required to complete a personal tax return, company return or trust/estate return.


There are often many different ways of solving a financial objective. Our financial planning is 'holistic' i.e. what you do in one area of financial planning will have an impact on another and should not be advised upon in isolation. Our staff are highly trained and integral to our processes and our Independent Financial Advisers are knowledgeable and have the personable skills required to discuss your financial objectives, existing provision and create the appropriate solutions to meet your needs.


Ben founded Allen Tomas & Co in 2013 and is the Managing Director of Allen Tomas & Co Financial Management Ltd. He is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, a Pension Transfer Specialist and a fully listed member of the Society of Later Life Advisers. Ben specialises in pensions, investments, long term care planning and holds a distinction in trust and estate planning. He strongly believes in sound holistic independent financial advice, working with client's professional connections, building loyal relationships with clients and their families through trust, communication, detailed analysis, cash flow planning and understanding.