atfm_admin, Author at Allen Tomas & Co Financial Management

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So far atfm_admin has created 62 blog entries.

Pension Legislation and Brexit
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Pension Legislation and Brexit

brexit, chartered advisor in norfolk, fakenham, FCA, financial planner fakenham, independant financial advisers, King's Lynn, Norfolk, norfolk business, pensions, pensions bill

Pension Legislation and Brexit

One of the key Brexit casualties is the Pensions Bill, [...]

By atfm_admin|2019-11-05T10:02:27+00:00October 3rd, 2019|brexit, chartered advisor in norfolk, fakenham, FCA, financial planner fakenham, independant financial advisers, King's Lynn, Norfolk, norfolk business, pensions, pensions bill|0 Comments

New Office at Fakenham

We are extremely excited to announce the opening of our [...]

By atfm_admin|2019-11-05T10:02:28+00:00September 25th, 2019|chartered advisor in norfolk, fakenham, financial adviser fakenham, financial advisers north norfolk., financial planner fakenham, new premises, Norfolk, office, wealth management fakenham|0 Comments

Charity Golf Day a Success
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Charity Golf Day a Success

cancer research, charity, charity golf event, chartered advisers, chartered financial planners, fund raising, heacham manor golf club, King's Lynn, north norfolk, queen elizabeth hospital, texas scramble

Charity Golf Day a Success

Allen Tomas & Co Financial Management and Agrifac UK, held [...]

By atfm_admin|2019-11-05T10:02:29+00:00September 17th, 2019|cancer research, charity, charity golf event, chartered advisers, chartered financial planners, fund raising, heacham manor golf club, King's Lynn, north norfolk, queen elizabeth hospital, texas scramble|0 Comments

Hello world!

Welcome to WordPress. This is your first post. Edit or [...]

By atfm_admin|2019-09-09T11:29:53+00:00September 9th, 2019|Uncategorised|1 Comment

Top 3 IHT Queries

If, on first death, everything is left to the surviving [...]

By atfm_admin|2019-11-05T10:02:29+00:00June 17th, 2019|Canada Life, cash gift, chartered advisers, chartered advisor in norfolk, chartered financial planners, death, financial advisors in norfolk, IHT, inheritance, trusts|0 Comments

Allen Tomas & Co employee Leah Bartlett shines
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Allen Tomas & Co employee Leah Bartlett shines

apprenticeship, CII exams, exams, independant financial advisers, love west norfolk, Norfolk County Scholar, qualifications, R01, Skills Edge, tribe norfolk

Allen Tomas & Co employee Leah Bartlett shines

Leah Bartlett joined Allen Tomas & Co in 2018 under [...]

By atfm_admin|2019-11-05T10:02:30+00:00April 9th, 2019|apprenticeship, CII exams, exams, independant financial advisers, love west norfolk, Norfolk County Scholar, qualifications, R01, Skills Edge, tribe norfolk|0 Comments

Inflation

Consumer Price Index (CPI)The annual inflation rate in the United [...]

By atfm_admin|2019-11-05T10:02:30+00:00February 28th, 2019|chartered financial planners, financial advisers in King's Lynn, financial advisers in norfolk, independant financial advisers|0 Comments

Trustee Act 2000 – The Investment Policy Statement

What are Trusts forTrusts are set up for a number [...]

By atfm_admin|2019-11-05T10:02:30+00:00February 18th, 2019|chartered advisers, chartered advisor in norfolk, financial advisers in King's Lynn, independant financial advisers, trusts|0 Comments

Your Personal Finance Portal
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Your Personal Finance Portal

chartered financial planners, financial advisers in King's Lynn, online banking, personal finances, real-time valuations, secure data

Your Personal Finance Portal

If you have not registered for your Personal Finance Portal [...]

By atfm_admin|2019-11-05T10:02:31+00:00February 12th, 2019|chartered financial planners, financial advisers in King's Lynn, online banking, personal finances, real-time valuations, secure data|0 Comments

Allen Tomas & Co Retirement and Later Life Events

Later this year Allen Tomas & Co will be hosting [...]

By atfm_admin|2019-11-05T10:02:31+00:00February 7th, 2019|care home fees, domicillary care, end of life care, family inheritance, financial planning, independant financial advisers, later life, long-term care, pensions, retirement, SOLLA acredited|0 Comments