New Director Appointed

We are pleased to announce that Michael Crisp was appointed as a Director of Allen Tomas & Co Financial Management Ltd on the 12th September 2017. As well as Director, Michael who joined the Company in January 2016, is an Independent Financial Adviser and recognised Pension Transfer Specialist.

His professionalism, technical ability, attention to detail and drive were a few of the reasons for the appointment. Everyone in the firm sincerely wish him well and strongly believe he will help guide the Company smoothly and efficiently in the years to come and continue the successful growth of Allen Tomas & Co.

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Budget 2021 – Small Business Owners

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STEP Affiliates

As a firm we are constantly trying to move forward with our standards and professional development. We have aspirations of obtaining Corporate Chartered Adviser’s status early next year and are also working to achieve accreditation from the Society of Later Life Advisers (SOLLA). Another professional accolade we have been working on is becoming Affiliate members of The Society of Trust & Estate Practitioners "STEP" and we are pleased to announce both Michael and Ben are now Affiliate members of STEP. "STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members."

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