Business Details
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.
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.
Details
- Licensed
- Insured
Highlights and features
- Initial consultation at our expense
Associations and certifications
- Chartered Insurance Institute
- Personal Finance Society
Payment methods
- Cash, Debit cards, Credit cards, Mobile payments
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.
Reviews (11)
Jack Crisp
Feb 01, 2021
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Rachael was fantastic sorting out our not so straight forward mortgage. From start to finish nothing was ever to much trouble for her and always kept us informed. Would recommend to anybody.
Jan Johnson
Jan 20, 2018
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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. Highly recommended
Jan Johnson
Jan 20, 2018
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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.
Tom McEwan
Dec 24, 2017
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Throughout our dealings with Ben and his team we have always been impressed with the professional approach the team takes, would highly recommend.
Jennifer Pattison
Aug 01, 2017
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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.
Roderick Cartmell
Jun 08, 2017
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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. Rod C
Fraser Carruthers
Mar 09, 2017
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Handled my financial affairs with great professionalism and success for the last 10 years. Thoroughly recommended.
Jennifer Pattison
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.
Roderick Cartmell
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.
Andrew Stevenson
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.
Carol Mason
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.