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Showing posts from June, 2017

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 Paraplanner

We are pleased to announce David Irving has joined forces with Allen Tomas & Co and will bring with him a vast amount of experience and technical ability.

David entered the industry in 1987 whilst still a student and has since worked for a number of financial services firms in both the West Midlands and in Norfolk as an administrator and as an adviser. He has Pension Transfer Specialist qualifications and has a high degree of technical knowledge, particularly in the field of pensions, specialising in complex pension cases. He prides himself on being able to design the right solution for a client quickly and efficiently. He is well qualified in all areas of financial services and holds the Certificate in Discretionary Investment Management from the CII. He is working to achieve Chartered status shortly.

Away from work, he enjoys scuba diving and has dived many of the world's best dive sites, personal favourites being the wrecks of the German First World War fleet in Scapa Flow,…