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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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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…

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.

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…