Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd is based near to the Royal Estate of Sandringham and Norfolk's picturesque coastline, with additional offices in Knightsbridge, London. We are responsible for the management, preservation and creation of individual, trustee and corporate client’s wealth, with the ethos of the company being to build long and loyal relationships with our clients 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 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 within the firm and the close working relationships with the legal and accountancy professions.

Allen Tomas & Co Financial Management Ltd is based near to the Royal Estate of Sandringham and Norfolk's picturesque coastline, with additional offices in Knightsbridge, London. We are responsible for the management, preservation and creation of individual, trustee and corporate client’s wealth, with the ethos of the company being to build long and loyal relationships with our clients 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 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 within the firm and the close working relationships with the legal and accountancy professions.

19 Reviews

Client Reviews

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    When I came up to retirement age I did not have a clue what to do a good friend recommended Allen tomas @ co and I was put in touch with Michael Crisp and he sorted it all out for me he gave me a few options I picked the one I felt was right for me. I am now happily retied and they are still looking after my investment. I have lots of friends around my age and are coming up to retirement and I will be recommending them.

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    Allen Tomas & Co, have provided us with excellent financial planning advice, great product knowledge and service. We would definitely recommend this company and Michael our Financial Advisor for investments, pensions and all financial planning services.

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    Great service.

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    I cannot fault the service Allen Tomas and Co has provided over the years. Always at pains to ensure that we fully understand the complexities of our portfolio, their prime concern is that we, the customers, are fully informed and that their advice meets our needs. The team have their finger on the button and quickly contact us when we could make beneficial changes. Friendly and approachable, we feel that they have our best interests at heart and that our investments are in safe hands.

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    Excellent service and advice from Ben.

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    All Good !!!

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    I was responsible for looking after my aunt's finances after her husband died. Ben's accessible style and excellent advice were of great help in dealing with the financial issues involved. Rod C

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    We've had such a positive experience with Ben Allen and the team. They have been friendly and approachable, and yet super professional, and were incredibly generous with the time taken to explain our options to us in our free introductory meeting. Highly recommended.

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    when Automatic enrolment became law I first spoke to Ben Allen explaining that I did not understand how to put this into practice my business. We had a company pension scheme that our provider told us was non compliant but was not forthcoming with any further information or help. Ben and his staff looked at what we had in place, made recommendations to me and my staff and took on the job of administrator of a new, compliant scheme. They get a copy of our payroll and tell me what I have to pay each month. What was a major headache for me is now simple. They provide a friendly and efficient service and are always on the end of the phone if you need help.

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    Everyone at Allen Tomas & Co is friendly,efficient and professional. Ben and Jenny have dealt with a recent transaction relating to our company pension scheme very efficiently and within the tight time frame that I set them. I would and indeed have recommended them to my friends and business associates. Andy Green. M.D. Jade Finance

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