Independent Financial Advice
Allen Tomas & Co Financial Management Ltd
Life Insurance, income protection, investment advice
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.
, Business Protection
, commercial mortgages
, Critical Illness
, Equity Release
, Executive Pension Planning
, Financial Planning & Investments
, Ifa Partners
, income protection
, Inheritance Tax And Mortgages
, investment advice
, investment bonds
, Life Cover
, Life Insurance
, Local Independent Financial Advice
, portfolio planning
, retirement planning
, Tailored Financial Advice
, unit trusts