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Welcome Chloe Drew

I am pleased to announce that Chloe Drew has joined Allen Tomas & Co as a Financial Administrator with the intention of becoming a Paraplanner on attaining her CII qualifications. Chloe has shown an interest in the industry and wants a career that allows progression and the opportunity to learn new skills. During her spare time Chloe enjoys reading, socialising and spending days out with her family. She is a lover of all animals, in particular pandas!

We wish Chloe every success.

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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.

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.

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.

Pre-nups and post-nups

In this week's blog by Melinda Smith, Managing Partner and Family Lawyer at Fraser Dawbarns Solicitors, we are highlighting the confusing world of pre-nups and post-nups.

The main points are:
They are not formally recognised in English matrimonial law but are increasingly common and taken very seriously by the courts when correctly drawn up and guidelines adhered toThey can seek to ringfence assets brought into marriage by either partyA way of protecting inheritances/family businesses, providing safeguards for children from previous relationshipsProvides certainty to couples in an effort to minimise cost and stress in the difficult time of a relationship breakdownCan be done after marriage as a post nuptial agreement if financial circumstances change and the parties want to protect windfalls or inheritances.
So, you’ve organised your big day, the guest list is finalised and your honeymoon has been booked. Everything is set for you both to start your journey into married life…or is…