Allen Tomas & Co Financial Management Ltd

Financial ServicesEngland, United Kingdom2-10 Employees

Allen Tomas & Co Financial Management Ltd is a Norfolk-based independent financial advisory firm that offers holistic financial planning, investment management, and estate planning services. It serves individuals, businesses, trustees, and attorneys/deputies, delivering tailored advice and ongoing management through cash flow analyses, client portals, and dedicated support to help meet financial objectives and protect assets. Operating within the financial services sector, the firm emphasizes pension planning, retirement income options, savings and investments, inheritance tax planning, long-term care considerations, and financial protection, collaborating with solicitors and accountants as needed. The business is located in Dersingham and King’s Lynn, England, and operates as a trading name of Fairstone Wealth Management Ltd, authorized and regulated by the Financial Conduct Authority. A notable recent development is Fairstone Group’s acquisition of Allen Tomas & Co, which expanded its client base and assets under management.

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