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We are recruiting

Allen Tomas & Co are looking for an Independent Financial Adviser to join the team.

Key points:
Self-Employed/Employed structure and financial package to be discussedRegular 1:1s and ad hoc training to suitCompetent Adviser CPD programme, which includes internal and external seminarsCompliance support through SimplyBiz (compliance helpline, technical support, portal and CPD events)Support in achieving/maintaining full Competent Adviser StatusProfessional Indemnity costs met by usWe will provide full marketing assistanceIntroducer/Professional Connections:Introductions to professionals we work withFull support offered with your existing/new connectionsOnline Professional Portal (We will upload documents such as Recommendation Reports, Tax statements and Trustees Investment Policy Statements to their Portals)Monthly newslettersSeminarsClient Services:Your clients will have access to an internal online Portal in order to view their InvestmentsYour clients will receive monthly newslett…
Recent posts

Older Persons Information Day

Allen Tomas & Co were pleased to take part in the Older Persons Information Day held at the Corn Exchange in Kings Lynn on the 27th September 2017 and meet so many valuable professionals in this massively important area. We agree with the intent of Home Instead being to continue to work collaboratively with other professionals in order to enrich the lives of the older community and their family members in West Norfolk. Laura Atkinson, Head of Caregiver Experience within Home Instead Senior Care, was pleased with their inaugural event, which not only brought professionals together but raised money for Macmillan, created awareness of serious conditions and highlighted the positive work of local organisations, businesses and individuals. Home Instead plan to run a similar event next year and reach out to more people to make it an even bigger event. Allen Tomas & Co provide Long Term Care Planning and Investment advice to clients and their family members, attorneys and deputies un…

Tracey steps back in time

I have recently returned from one of my favourite events of the year, the Goodwood Revival, which combines my passion for motor racing and wearing outfits from the 1940's - 50's.

The Goodwood Revival is a three-day festival that has been held each September since 1998 at the Goodwood Motor Racing Circuit in West Sussex for the types of road racing cars and motorcycles that would have competed during the circuit's heyday of 1948-1966.  It claims to be the worlds most celebrated historic motor event, which I don't doubt, with people attending from all over the world, many of whom dress in clothes from the era.

I have attended every year since 1999 and have seen the event grow beyond recognition.  Many former motor racing drivers regularly take part, which in the past have included Damon Hill, Martin Brundle & Sir Stirling Moss as well as celebrities such as Rowan Atkinson and Chris Rea, and more recently Sir Chris Hoy the multi world and Olympic champion cyclist.

In …

Older Persons Information Day

Join us, and many others at the Alive Corn Exchange in King's Lynn on Wednesday 27th September for a day of entertainment and advice from organisations dedicated to supporting the older community to continue living independently.

Seminars & TalksHelpful ServicesLocal InformationSupport & Advice
It's free and refreshments will be available throughout the day.
Doors open 10am - 2pm For further information please contact Home Instead on 01553 764664.


New Director Appointed

We are pleased to announce that Michael Crisp was appointed as a Director of Allen Tomas & Co Financial Management Ltd on the 12th September 2017. As well as Director, Michael who joined the Company in January 2016, is an Independent Financial Adviser and recognised Pension Transfer Specialist.

His professionalism, technical ability, attention to detail and drive were a few of the reasons for the appointment. Everyone in the firm sincerely wish him well and strongly believe he will help guide the Company smoothly and efficiently in the years to come and continue the successful growth of Allen Tomas & Co.

Platforms & Term Deposits

A platform is an online service that allows us as financial advisers to manage your portfolio through investment, administration and analysis. Assets which can be 'stored' on a platform include shares, bonds, cash, investment trusts, unit trusts and pensions as well as tax-wrapped investments such as ISAs, Child Trust Funds and self-invested personal pensions. A platform is not an investment in itself, but a facility where an individual can store all their investments/savings.

In our experience, we find most investors have difficulties in getting an overall view of all of their plans and investments. A platform assists us and the client in overcoming this problem of visualisation. Therefore the benefit for investors of consolidating all their investments/savings on one platform can be that there is one point of reference and a simplified reporting process.

Please note, we can recommend Term Deposits from an Investment Platform (the current offering from our Centralised Investm…

David Irving Diving Scapa Flow

In the middle of the Orkney Islands, to the north of Scotland, lies Scapa Flow, a large body of water which is virtually surrounded by the islands themselves, with only narrow entrances to the open sea to the east, west and south. It makes a very calm, sheltered natural harbour, one of the best in the world. The water is often clear, but at 40 or 50 metres depth, it's still dark and intimidating. It was here, after the armistice at the end of the First World War, that Germany was ordered to sail its High Seas Fleet. And here, 18 months later, that the ships were sunk by their own crews. Although most of the ships were salvaged in the 1920s, there are still 3 battleships and 4 heavy cruisers at the bottom of the Flow. Together, these form one of the best Scuba Diving sites in the world.

I first dived Scapa Flow in 2012. It took us a day to travel up to Thurso, we stayed overnight and caught the morning ferry to Stromness. We then spent the next 5 days diving, two dives a day, on the…