Allen Tomas & Co Financial Management Ltd
6 St Nicholas Court
Church Lane
Dersingham
Norfolk
PE31 6GZ
We advise and manage funds for individuals, trustees and businesses, with the ethos of our Company being to build long and loyal client relationships through our ongoing management service.
We provide independent financial advice in the following areas: Savings & Investments, Tax Planning, Trustee/Attorney/Deputy Investments, Estate Planning, Pensions (including transfers and pensions in divorce), At retirement options, Life insurance & Critical illness, Income protection, Long term care, Workplace/Company Pensions & Auto-enrolment, Employee benefits, Business protection and Corporate Investments.
Through our Services & Investment Process, we will work with you to develop an informative and comprehensive strategic plan, which will incorporate financial objectives and solutions either for yourself, the company or the 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 gained within the Company and the close working relationships formed within the legal and accountancy professions.
We are directly authorised and regulated by the Financial Conduct Authority. However, we are members of Simply Biz Group who provide compliance support to Independent Financial Advisers across the UK.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.