We are a team of Chartered, Independent Financial Advisers. We adhere to the CII's Pension Transfer Gold Standard principles and are accredited Later Life advisers. Our highly qualified staff are here to help you achieve your financial objectives, by creating bespoke solutions from a holistic financial planning approach.
We're proud to be local. Our Head Office at Dersingham is wheelchair-friendly and we also have an office in Fakenham, therefore serving the whole of North and West Norfolk. We can advise on all aspects of personal pension planning whether it be building funds for your retirement, protecting your accrued pensions, pension sharing orders on divorce or we can create a financial plan for tax-efficiently accessing your benefits in retirement.
We're proud to be local. Our Head Office at Dersingham is wheelchair-friendly and we also have an office in Fakenham, therefore serving the whole of North and West Norfolk. We can advise on all aspects of personal pension planning whether it be building funds for your retirement, protecting your accrued pensions, pension sharing orders on divorce or we can create a financial plan for tax-efficiently accessing your benefits in retirement.
Services
Why Us
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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.Our level of detail, communication and care in all areas of the business are crucial to maintaining long lasting relationships with our clients.
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.Our level of detail, communication and care in all areas of the business are crucial to maintaining long lasting relationships with our clients.
Services
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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.
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.
Our People
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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.
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