Empowering Your Financial Future
Allen Tomas & Co is a team of experienced and qualified Chartered Financial Advisers based in Dersingham and King's Lynn, serving the whole of West Norfolk. We are committed to providing clear, personalized financial planning and sustainable investment solutions to both individuals and businesses.
Our Expertise
We offer a comprehensive range of services designed to meet your individual needs and goals, including:
Pensions
- Comprehensive pension planning and guidance on building, protecting, and accessing your retirement savings.
- Specialist advice on pension transfers, sharing orders, and profit extraction for business owners.
Savings & Investments
- Tailored investment solutions to maximize returns on your savings and investments.
- Guidance on maximizing inheritance tax efficiency through strategic planning.
Mortgages
- Access to the best mortgage options available in the market through our experienced mortgage advisor.
- Comprehensive guidance through the entire mortgage application and approval process.
Care Fees Planning
- Comprehensive advice on funding long-term care needs and mitigating the financial impact of care fees.
Client-Focused Approach
At Allen Tomas & Co, we believe in building strong relationships with our clients. We take the time to understand your individual circumstances, goals, and concerns. Our approach is collaborative and involves:
- Personalised planning: We tailor our plans to your unique needs and aspirations.
- Transparency: We provide clear and concise explanations of our recommendations and the potential risks and rewards.
- Regular review: We regularly review and adjust your plan to ensure it remains relevant and effective over time.
Our Values
Our values underpin everything we do:
- Integrity: We adhere to the highest ethical standards and uphold the trust of our clients.
- Professionalism: We are committed to delivering a consistent and reliable service.
- Independence: We are not tied to any specific financial institutions, allowing us to put your needs first.
Get in Touch
We invite you to contact us to schedule a consultation and discuss how we can help you achieve your financial goals.
Exceptional Service and Expert Financial Advice
Quality of Service
The reviewers praised the exceptional service provided by Allen Thomas, highlighting the professionalism, approachability, and kindness of the team. They appreciated the time taken to explain options and the thoroughness of the advice given.
Trust and Confidence
The reviewers expressed their absolute faith and trust in the advice and services provided by Allen Thomas. They felt confident in recommending the company to friends and family, citing the excellent service and expert financial guidance.
Personal Touch
Many reviewers mentioned the personal touch and affability of the team, particularly Ben, who made them feel at ease and valued as clients.
