INVESTMENT PROCESS

At the heart of Allen Tomas & Co is our Investment Process and this allows us to manage funds for Individuals, Trustees, Charities and Businesses. We believe asset allocation and diversification should form the basis of a well-structured portfolio.

We engage you our client, in a suitability assessment process which acts in your best interests. It is essential we have a robust and flexible process for ensuring investment selections are suitable given your investment objectives and financial situation, including the risk you are willing and able to take, as well as your knowledge and experience.

The risk-profiling we undertake helps to build a deeper insight into your requirements and ensure that each final outcome is an accurate and fair reflection of your risk profile as well as capacity to tolerate possible losses.

Our Investment Process is defined by the following Tiers:

 
 
TIER 1
TIER 2
TIER 3
TIER 4
TIER 5

CASH MANAGEMENT

We use an Effective Cash Management system to enable individuals, businesses, trusts, charities, power of attorneys, court deputies, pensions, clubs and associations maximise the value they receive from all cash deposits.

We will show you how to structure your deposits to get the most out of them.

Savings accounts covered:

  • Personal Deposits
  • Cash ISAs
  • Corporate Deposits
  • Trust Deposits
  • Charity Deposits
  • Pension Deposits
  • Power of Attorney Deposits
  • Court of Protection Deposits

DOWNLOADS

SCHEDULE OF COSTS & SERVICES
SCHEDULE OF COSTS & SERVICES (AUTO-ENROLMENT)
CLIENT DISCLOSURE DOCUMENT
EMPLOYER GUIDE TO AUTO ENROLMENT
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