We can advise on all aspects of personal pension planning whether it be building funds for your retirement, protecting your accrued pensions, pension sharing orders on divorce or we can create a financial plan for tax-efficiently accessing your benefits in retirement. We also advise on pension planning/profit extraction for business owners, auto-enrolment, and much more.
Savings and Investments
Whether you have received an inheritance, unhappy with your existing portfolio or have cash savings you wish to work harder for you, we can provide recommendations from a range of investments solutions to help you achieve your financial goals.
Our advice process will calculate your inheritance tax liability and we can then recommend solutions to help potentially reduce or even mitigate your inheritance tax liability.
Our in-house mortgage adviser is able to guide you through the process and present you with the best solutions in the marketplace. We can assist with all aspects of borrowing from first time buyers, buy-to-let mortgages for landlords to commercial borrowing for companies.
Care Fees Planning
We will apply our expert knowledge in legal, taxation and regulatory issues that are relevant to advise in this ever growing area. As long-term care specialists we can advise attorneys, deputies or individuals to help get the best solution to meet any care needs.
Introducing the Allen Tomas & Co Personal Finance Portal
Exclusive to our ongoing management clients
View Real Time valuations and summaries of your portfolio
View and download key documents
Upload documents to us
Monitor our tasks and case progress
Securely send messages
Amend and add personal details
Use of the Personal Finance Portal mobile application
Introducing the Allen Tomas & Co Introducer Portal
Exclusive to Introducer Referrals
Audit trail of referred clients
View introducer fee and status
View the adviser assigned to the referral
Introducer Declaration visible once agreed to
Assign your introducer scheme administrators and users
Allen Tomas & Co certainly opened our eyes to our options on investments. I wish I had known about these years ago!
Mr and Mrs Fleet
Ben has been managing my finances now for nearly 8 years. I find the service offered by Ben is of a great standard and regularly recommend him to friends. If you are looking for a communicative and knowledgeable independent financial adviser, look no further.
Fraser Carruthers, London
Although all our communication was done via phone due to distance, Ben was clear and concise with his advice and answered my queries in the same way he would have done face-to-face.
Janet Kitchener, Nottinghamshire
I have used Ben now for several years and he has helped many of my clients with their financial needs. I always receive very positive feedback from my clients as to how friendly and easygoing Ben is, which is always reassuring to those who are not used to dealing with such matters. I wouldn’t hesitate to recommend him in all such matters and am relieved that I have somebody I can rely on.
Carol Mason, SJP SOLICITORS, NORFOLK
Great personal service. I feel looked after and in control.
Everyone at Allen Tomas & Co is friendly, efficient and professional. Ben and Jenny have dealt with a recent transaction relating to our company pension scheme very efficiently and within the tight timeframe that I set them. I would and indeed have recommended them to my friends and business associates.
Andy Green, Jade Finance
Very happy with any investment advice given by Michael. He understands what I am looking for and the way I like to invest. Any advice is given in a very clear and concise manner.
Mr & Mrs Maynard
Edward, I wanted to say how impressed I was with the presentation of your advice to me. I can see how much work you put into it and very much appreciate your thoroughness. Thank you for taking so much trouble to look after me; you have done so for quite a few tears now and I know I can trust you to do your best for me – you always have done.
Efficient, good communication, act and respond the same day. Make you feel valued.
Mrs C Rogers
I would highly recommend Allen Tomas & Co. Professional, knowledgeable and reliable. An outstanding company. Thank you!