Insights

Acquisition Expansion The recent acquisition of Allen Tomas & Co by Fairstone Group indicates a growth opportunity through integrated financial advisory services and expanded client assets, positioning the company to offer a broader range of products.

Client Portfolio Growth With over 260 clients and £120 million in assets, the firm presents a substantial customer base likely receptive to additional personalized financial solutions, especially in pension, inheritance, and long-term care planning.

Technology Integration Utilization of cloud-based and analytics tools such as Microsoft Azure, MonsterInsights, and WordPress suggests an openness to innovative digital engagement, providing opportunities to introduce advanced financial planning technologies or client portals.

Niche Expertise Specializations in pension planning, inheritance tax, and estate planning position the company as a strategic partner for clients seeking tailored solutions, creating potential cross-sell opportunities for investment products and insurance services.

Market Positioning As part of a group with a strong digital presence and a diverse portfolio, collaborating on joint marketing efforts or targeted campaigns could help penetrate related client segments and boost revenue streams in the competitive UK financial advisory sector.

Allen Tomas & Co Financial Management Ltd Tech Stack

Allen Tomas & Co Financial Management Ltd uses 8 technology products and services including RSS, WordPress, Cloudflare, and more. Explore Allen Tomas & Co Financial Management Ltd's tech stack below.

RSS

Content Management System

WordPress

Content Management System

Cloudflare

Content Management System

Google Fonts API

Font Scripts

jQuery Migrate

Javascript Libraries

Microsoft Azure

Platform As A Service

MonsterInsights

Web Platform Extensions

Contact Form 7

Web Platform Extensions

Allen Tomas & Co Financial Management Ltd Email Formats	Example	Percentage
FLast@allentomasfinancial.co.uk	JDoe@allentomasfinancial.co.uk	50%
First.Last@allentomasfinancial.co.uk	John.Doe@allentomasfinancial.co.uk	50%

Allen Tomas & Co Financial Management Ltd Email Formats

Example

Percentage

FLast@allentomasfinancial.co.uk

JDoe@allentomasfinancial.co.uk

50%

First.Last@allentomasfinancial.co.uk

John.Doe@allentomasfinancial.co.uk

50%

Frequently Asked Questions

Where is Allen Tomas & Co Financial Management Ltd's headquarters located?

Allen Tomas & Co Financial Management Ltd's main headquarters is located at 6 Street Nicholas Court Church Lane Dersingham, England pe31 6gz United Kingdom. The company has employees across 1 continents, including Europe.

What is Allen Tomas & Co Financial Management Ltd's official website and social media links?

Allen Tomas & Co Financial Management Ltd's official website is allentomasfinancial.co.uk and has social profiles on LinkedIn.

What is Allen Tomas & Co Financial Management Ltd's NAICS code?

Allen Tomas & Co Financial Management Ltd's NAICS code is 52 - Finance and Insurance.

How many employees does Allen Tomas & Co Financial Management Ltd have currently?

As of December 2025, Allen Tomas & Co Financial Management Ltd has approximately 10 employees across 1 continents, including Europe. Key team members include Director: B. T. A.Marketing Manager: R. A.Mortgage And Protection Advisor: R. C.. Explore Allen Tomas & Co Financial Management Ltd's employee directory with LeadIQ.

What industry does Allen Tomas & Co Financial Management Ltd belong to?

Allen Tomas & Co Financial Management Ltd operates in the Financial Services industry.

What technology does Allen Tomas & Co Financial Management Ltd use?

Allen Tomas & Co Financial Management Ltd's tech stack includes RSSWordPressCloudflareGoogle Fonts APIjQuery MigrateMicrosoft AzureMonsterInsightsContact Form 7.

What is Allen Tomas & Co Financial Management Ltd's email format?

Allen Tomas & Co Financial Management Ltd's email format typically follows the pattern of FLast@allentomasfinancial.co.uk. Find more Allen Tomas & Co Financial Management Ltd email formats with LeadIQ.

When was Allen Tomas & Co Financial Management Ltd founded?

Allen Tomas & Co Financial Management Ltd was founded in 2014.

Allen Tomas & Co Financial Management Ltd

Financial ServicesEngland, United Kingdom2-10 Employees

Allen Tomas & Co Financial Management Ltd is a firm of independent financial advisers based in Norfolk, with offices in Dersingham and King’s Lynn.  Our team of financial advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services. We provide independent financial advice and fund management to individuals, businesses, trustees and attorneys/deputies.

We specialise in the financial areas of pension planning, pension income options at retirement, savings & investments, inheritance tax planning, long term care planning, financial protection including life cover, critical illness, health insurance and work closely with professionals such as Solicitors and Accountants.

The ethos of the firm is to build long and loyal client relationships through our ongoing management service which consists of detailed holistic financial planning, solutions for financial objectives, cash flow analysis, client portals, dedicated support teams, tax planning and excellent client care. 

Contact us on 01485 541998 or 01553 767516 to arrange an appointment with one of our independent financial advisers. 

Allen Tomas and Co Financial Management is a trading name of Fairstone Wealth Management Ltd. Fairstone Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority - FRN: 188596. Registered in England and Wales no: 03593750. Part of the Fairstone Group.

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