atfm_admin – Allen Tomas & Co Financial Management

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So far atfm_admin has created 42 blog entries.

To transfer or not to transfer?

More than 100,000 people transferred out of Defined Benefit (DB) [...]

By atfm_admin|2018-10-25T10:20:00+01:00October 25th, 2018|chartered advisers, defined benefit scheme, inheritance, investments, money, Norfolk, pension transfer, pension transfer specialist, pensions, state pension, tax, tax free cash|0 Comments

Reminder of the benefits of your Personal Finance Portal

The Personal Finance Portal (PFP) is only available for our [...]

By atfm_admin|2018-10-16T14:34:00+01:00October 16th, 2018|adviser, annual review, chartered advisor in norfolk, data, documents, finance, finance reports, GDPR, King's Lynn, Norfolk, PFP, portfolio, secure|0 Comments

Director Michael Crisp graduates

Congratulations to Michael for becoming Chartered. Here's what he had [...]

By atfm_admin|2018-09-26T10:52:00+01:00September 26th, 2018|chartered advisers, chartered advisor in norfolk, chartered financial planners, Dersingham, financial advice, financial adviser jobs, financial advisers, financial advisors, financial services, King's Lynn|0 Comments

National 3Peaks success!

Director Ben Allen and his wife Becky, along with seven [...]

By atfm_admin|2018-09-21T08:20:00+01:00September 21st, 2018|3Peaks challenge, financial advisors, fund raising, hiking, Ingoldishorpe Primary, King's Lynn, music, Norfolk, walking|0 Comments

Charity Golf Day

The 3rd Allen Tomas & Co Financial Management Ltd Charity [...]

By atfm_admin|2018-09-17T12:53:00+01:00September 17th, 2018|charity, chartered financial planners, end of life care, financial advisors, fundraiser, golf, Norfolk Hospice, QEH, stroke unit|0 Comments

Parents attempting 24hour 3 Peaks Challenge

Parents Ben and Rebecca Allen (Allen Tomas & Co employees) [...]

By atfm_admin|2018-06-22T08:25:00+01:00June 22nd, 2018|3 peaks challenge, charity, financial advisers, fitness, fund raising, health, mountains, parents, schoolrunrun, schools|0 Comments

Managing Director Ben Allen graduates

Managing Director, Ben Allen attended the Personal Finance Society graduation [...]

By atfm_admin|2018-05-09T18:37:00+01:00May 9th, 2018|advisers, chartered advisor in norfolk, chartered financial planners, CII, graduation, King's Lynn, Norfolk, personal finance society, PFS, West Norfolk|0 Comments

Ben Allen achieves the Later Life Adviser Accreditation with SOLLA

SOLLA was established in 2008 as a not for profit [...]

By atfm_admin|2018-04-03T11:02:00+01:00April 3rd, 2018|awards, chartered financial planners, Dersingham, King's Lynn, later life, long-term care, nofolk, pensions, professional development, qualifications, retirement, SOLLA acredited, West Norfolk|0 Comments

Why do we use Rayner Spencer Mills Research (RSMR)?

As part of our centralised investment process we use the [...]

By atfm_admin|2018-03-16T10:32:00+00:00March 16th, 2018|Dersingham, fund management, funds, independant, investments, King's Lynn, Norfolk, processes, RSMR, West Norfolk|0 Comments

Michael Crisp has achieved Chartered status

Michael Crisp, Director of Allen Tomas & Co Financial Management [...]

By atfm_admin|2018-03-13T12:10:00+00:00March 13th, 2018|chartered advisers, chartered financial planners, CII, Dersingham, financial advisers, independant financial advisers, King's Lynn, Norfolk, West Norfolk|0 Comments