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Reminder of the benefits of your Personal Finance Portal

The Personal Finance Portal (PFP) is only available for our ongoing service clients. PFP can give you
access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio in an instant.

Other benefits include:

Secure Messaging
With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely privateA Secure Document Vault
PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet (You can share these with us if you choose). In addition, we will share documents with you such as Financial…
Recent posts

Director Michael Crisp graduates

Congratulations to Michael for becoming Chartered. Here's what he had to say:

"Following completion of my final advanced paper I was able to apply for Chartered Financial Planner status, a prestigious title awarded by the Personal Finance Society. I believe that Chartered status is a must for any professional adviser wanting to provide Independent Financial Advice in the future. This award requires a great deal of commitment and a lifetime pledge to adhere to the code of ethics laid down by the Personal Finance Society to protect the best interests of clients at all times.

Since starting out in Financial Services it has always been my goal to achieve Chartered Financial Planner status, as it is the pinnacle of our profession and an accolade which should not be taken lightly. Among many things the journey has taught me that you must always continue develop your knowledge to ensure you can provide the best possible advice at all times.

The graduation took place at the Chartered …

National 3Peaks success!

Director Ben Allen and his wife Becky, along with seven other parents, successfully summited the highest peaks in Great Britain in 24 hours at the beginning of this month. They have raised over £4000, smashing their target of £3000 and providing Ingoldisthorpe Primary School with enough funds to purchase and build a new Garden Room.

The intrepid group of parents walked 23 miles ascending over 10,000ft to complete the challenge, which began on 31st August at 5pm.

Ben and Becky would like to say a huge thank you to all of those who have donated to this challenge. And special thanks goes to Grandmaster Pan who stepped in at the last minute as driver, as well as providing the team with exercises and stretches, drawing on his Tae Kwon Do experience, during the challenge.

Donations are still being accepted on the team's Go Fund Me page or in person at the Allen Tomas & Co office in Dersingham.

Charity Golf Day

The 3rd Allen Tomas & Co Financial Management Ltd Charity Golf day was held on Friday 14th September at Heacham Manor.

Organisers and Directors Ben Allen and Michael Crisp said "We had a fantastic day, the weather held and all that entered enjoyed the Golf and the well deserved hog roast afterwards. We are delighted to announce we raised £2,100. This will be split equally between the Norfolk Hospice and the Stroke Unit at Queen Elizabeth Hospital (West Raynham Patient and Equipment Fund). We chose the charities based on experience of personal family treatment from the QE staff and our recent visit to the Norfolk Hospice’s purpose built facility at Hillington, which has cemented our admiration of what has been achieved here during the 5 years of our ongoing charitable support".

The format for the golf event was team friendly Texas Scramble, which all the guests enjoyed thoroughly. First place went to Ward Gethin Archer Solicitors led by Chris Dewey, second place to Home I…

Parents attempting 24hour 3 Peaks Challenge

Parents Ben and Rebecca Allen (Allen Tomas & Co employees) are part of a group of intrepid West Norfolk parents that are training hard for the 3 Peaks Challenge to raise vital funds for their local school (Ingoldisthorpe Church of England Voluntary Aided Primary School). They will summit the highest mountains in England, Scotland and Wales in 24 hours from dusk on 31st August, walking over 37kms, climbing a total of over 10,000ft and driving 1830kms.

The completion of the challenge will help secure two exciting new developments for Ingoldisthorpe Primary: an outdoor log cabin classroom which will provide much needed space at their children's school and a stage piano to strengthen the school's music provision. A log cabin to match the existing classrooms will cost around £8,000 to buy and site on the school field. It will offer the school space for Music Lessons which are an important part of the curriculum, along with room for art, reading and intervention sessions for sm…

Managing Director Ben Allen graduates

Managing Director, Ben Allen attended the Personal Finance Society graduation ceremony on Friday 20 April 2018, as a result of achieving Chartered Status.

Ben explains "The event was held at 20 Aldermanbury, London, EC2V 7HY which is the Head Office of the Chartered Insurance Institute and the Personal Finance Society. It was a beautiful day in the city of London and the building itself is fascinating. Over a thousand years ago Aldermanbury was the home of Kings. Rumour has it that the Insurance Hall stands on a site originally occupied by a Saxon Palace, but we know for certain that a medieval manor house occupied the site, which by the 14th Century had become an Inn called 'The Axe' (the commercial sign of The Axe, which originally hung outside the Inn in 1698, is today situated above the entrance to the CII museum on the second floor landing!)

In 1932 the Chartered Insurance Institute was in urgent need of accommodation and so purchased the site (which was by then a w…

Ben Allen achieves the Later Life Adviser Accreditation with SOLLA

SOLLA was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. There are no shareholders and any profit is used to sustain the Society and its objectives.

All SOLLA later life advisers specialise in the financial needs of older people. Professional qualifications, whilst essential, do not always give a full picture of an adviser's experience or expertise. Those advisers who have taken the further step to become independently accredited can offer the added reassurance that they can give the practical help and guidance needed to help you make the right decisions at the right time. All full members of the Society must achieve the Later Life Adviser Accreditation and adhere to a Code of Practice to ensure their clients know what to expect from their services.

SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial ne…