KING’S LYNN OFFICE

Our Kings Lynn office is a Grade II listed building, constructed in around 1670 for Sir John Turner, Mayor of King’s Lynn. We’re located next to the iconic Customs House and we offer mortgage advice and financial advice with our independent advisers.

Contact the King’s Lynn Office

1 King Street,
King’s Lynn,
Norfolk,
PE30 1ET

01553 767516

info@allentomasfinancial.co.uk

1 King Street,
King’s Lynn,
Norfolk,
PE30 1ET
01553 767516
info@allentomasfinancial.co.uk

Opening Hours:

Mon- Fri 9am – 5pm

Our Kings Lynn office is a Grade II listed building, constructed in around 1670 for Sir John Turner, Mayor of King’s Lynn. We’re located next to the iconic Customs House and we offer mortgage advice and financial advice with our independent advisers.

Contact the King’s Lynn Office

1 King Street,
King’s Lynn,
Norfolk,
PE30 1ET
01553 767516
info@allentomasfinancial.co.uk

Opening Hours:

Mon- Fri 9am – 5pm

THE KING’S LYNN TEAM

MICHAEL CRISP
MICHAEL CRISPDirector
Michael is a Director at Allen Tomas & Co and holds the prestigious CII “Fellow” and ‘Chartered Financial Planner’ titles. He is also an affiliate member of The Society of Trust and Estate Practitioners (STEP) and an associate member of ‘Resolution’ an organisation specialising in Family Law. He works with Private, Corporate and Trust clients advising on all aspects of Financial Planning. Michael is uniquely placed to help clients through various life stages and support with succession planning for future generations. He specialises in Pensions & Inheritance Tax Planning (holding the CII Pension Transfer Specialist qualification) and his ethos is to build strong relationships with his clients, local accountants and solicitors to ensure a holistic approach is followed, achieving better outcomes for his clients.

Michael is a great lover of cricket and competes to a high standard locally in Norfolk. He also enjoys various other sports including the occasional round of Golf. In his spare time he enjoys long walks with his family and young Dachshunds, Bernie & Digby.

CHLOE DREW
CHLOE DREWParaplanner
Chloe is a well respected Paraplanner and joined us as a Financial Administrator in early 2017, after completing a Diploma in Customer Services. Chloe showed an interest in the industry as she wanted a career that allowed progression and the opportunity to learn new skills. She aspires to obtain Chartered Status with the CII and we will continue to help her with this journey.

During her spare time Chloe enjoys reading, socialising and spending days out with her family. She is a lover of all animals, in particular pandas!

LEAH BARTLETT
LEAH BARTLETTParaplanner
Leah manages the client experience initially and ongoing to encourage continuity and client familiarity. Leah joined us in September 2018 as a Trainee Financial Administrator, having achieved 3 A levels and went on to achieve the Skills Edge National Award for Recognition of Outstanding Achievement and Contributions to the Organisation. She successfully completed her apprenticeship and moved quickly on to further her studies with our internal CII qualifications programme where she hopes to attain the diploma in regulated financial planning.

Away from work Leah enjoys reading fiction novels and cooking

SAM PHIlLIPS
SAM PHIlLIPSClient Relationship Manager
Sam joined us as a Financial Administrator on the Skills Edge apprenticeship programme in September 2021. He has since completed his apprenticeship and recently completed his Diploma in Regulated Financial Planning and is keen to progress through the company to eventually become a Paraplanner or an Adviser. Sam is now working towards becoming a ‘Fellow’ and ‘Chartered’ with the CII.

During his spare time, you’ll find Sam playing a range of sports, including hockey and golf. He captains Pelicans Hockey Club’s First XI who play in the East Premier League and he is a huge golf fanatic playing golf at local club King’s Lynn Golf Club.