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4.85/5
Average Rating

98%

Of our clients would refer us to family & friends

“Personal attention at all times, excellent advice and help with all aspects of investments.”

More Testimonials
  • 4.85 star rating
  • 98% of our clients would refer us to family and friends
  • Quote. Personal attention at all times, excellent advice and help with all aspects of investments
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Client Portal

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

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Professional Portal

Introducing the Allen Tomas & Co Virtual Cabinet Document Portal

Exclusive to our professional connections

View sent documents
Virtually sign documents
Return requested documents
Compose and send us documents
Review and maintain the audit trail

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Personal Finance portal on tablet and phone

I would highly recommend Allen Tomas & Co. Professional, knowledgeable and reliable. An outstanding company. Thank you!

Mrs B Griffiths

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

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

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

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

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.

CB, Henley

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

Great personal service. I feel looked after and in control.

R North

Efficient, good communication, act and respond the same day. Make you feel valued.

Mrs C Rogers

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