What defines our Investment Process?

  • Advice for Individuals, Businesses, Trustees, Charities, Attorneys and Deputies

  • Sound research and due diligence

  • Ongoing monitoring

  • Investment preferences & risk questioning

  • Ethical and socially responsible investments

  • Tax planning

  • Holistic and Independent

  • Peace of mind and security

  • Diversification & appropriate mix of asset classes

  • Liquidity

  • Rebalancing to remain within risk parameters

  • Cash flow and target planning

What defines our Ongoing Reviews?

  • Financial security and peace of mind

  • Meeting your financial objectives

  • Investing within your risk profile

  • Building trust with our advisers and support staff

  • Improving your financial understanding

  • Passing wealth on to future generations

  • Creating and maintaining your desired lifestyle

  • Investing tax efficiently

  • Liaising with your Solicitor or Accountant

  • Viewing assets in one place through your client portal

Working with Professionals

As our advice is holistic, it means we understand the importance of making a will and lasting powers of attorney, creating shareholder/partnership agreements, advising trustees on tax planning and investments and other legal necessities.

We also understand the importance of providing Accountants with information such as earned income, dividends, interest, investment income, trust income, realised capital gains, etc, whether this be required to complete a personal tax return, company return or trust/estate return.

Because we understand the work of each profession, we can work closely with you in providing them with this information and this is why we have created a professional portal for the legal and accountancy professions to receive essential documents and information required to do their job.

Allen Tomas&Co boardroom at the Dersingham office