Company description
Allen Tomas & Co Financial Management Ltd is a firm of Independent Financial Advisers based in Dersingham on the Sandringham Estate near Kings Lynn, Norfolk with an additional office in London.
We provide advice and fund management for individuals, trustees, attorneys, deputies and businesses.
We specialise in the financial areas of Pension Planning, Pension Income Options at Retirement, Savings & Investments, Inheritance Tax Planning, Long Term Care Planning and Financial Protection in terms of Life Cover, Critical Illness and Health Insurance.
We also advise the Business on Shareholder/Partnership Protection, Keyman Insurance, Business Property Relief, Employee Benefits, Auto-enrolment and Pension Planning for Business Owners.
The ethos of the firm is to build long and loyal client relationships through our ongoing management service.
Through our Services & Investment Process, we will develop an informative and comprehensive strategic plan, which will incorporate financial objectives and solutions either for yourself, the business or the trust.
Cash flow analysis is crucial to our planning process, to help you avoid capital depletion.
We are based in St Nicholas Court, Dersingham with ample private parking.
More details
- Parking
- Yes
- Meeting Rooms
- Yes
- Confidential
- Yes
