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New Independent Financial Adviser

Allen Tomas & Co would like to say a huge welcome to Kevin Banks-Dunnell for joining us as an Independent Financial Adviser.
New adviser at Allen Tomas & Co Financial, Kevin Banks-Dunnell

On leaving school, Kevin spent 4 years training and working as a chef. He joined the financial services industry in 1991 and has now completed 26 years as a financial adviser. He has worked for large financial institutions and as a result has built a strong client following through holistic financial advice. His experience has helped him specialise in Inheritance Tax & Investments. Kevin believes that this knowledge plus his personal and professional service have been key in building and maintaining long lasting and successful relationships.

Kevin is a keen golfer and has been a member of Royal Cromer Golf Club for over 20 years, he also plays lead guitar in a local band.

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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…

Chloe Drew passes her first CII examination

Allen Tomas & Co are delighted to announce that Chloe Drew has passed her first CII examination RO1, which covers financial services, regulation and ethics. Our professional body has awarded Chloe 20 credits for this exam which reflects the hard work she has put in. We wish her well on this new journey of learning.