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
- Cheques and Bank Transfers
|Address||6 St Nicholas Court, Church Lane, Dersingham|
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
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.
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.
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 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.