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Showing posts from September, 2017

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…