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Older Persons Information Day

Allen Tomas & Co were pleased to take part in the Older Persons Information Day held at the Corn Exchange in Kings Lynn on the 27th September 2017 and meet so many valuable professionals in this massively important area. We agree with the intent of Home Instead being to continue to work collaboratively with other professionals in order to enrich the lives of the older community and their family members in West Norfolk.
Laura Atkinson, Head of Caregiver Experience within Home Instead Senior Care, was pleased with their inaugural event, which not only brought professionals together but raised money for Macmillan, created awareness of serious conditions and highlighted the positive work of local organisations, businesses and individuals. Home Instead plan to run a similar event next year and reach out to more people to make it an even bigger event.
Allen Tomas & Co provide Long Term Care Planning and Investment advice to clients and their family members, attorneys and deputies under the court of protection.


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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…