Allen Tomas & Co Financial Management

Financial ServicesUnited 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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