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Happy New Year and Welcome Lisa

We wish you all a Happy New Year and would like to welcome Lisa Perkins to our Company. Lisa joined Allen Tomas & Co in January 2018 as a Paraplanner.  Having worked in the Financial Services Industry for over 30 years with a large Pension Provider, she gained a wealth of pension knowledge and obtained the Financial Planning Certificate. Lisa is currently working towards her Diploma in Financial Planning with the CII and hopes to achieve this soon. During her spare time Lisa enjoys travel and experiencing the many pub walks Norfolk has to offer.
Location: St Nicholas Court, Church Ln, Dersingham, King's Lynn PE31 6GZ, UK

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Ben Allen achieves the Later Life Adviser Accreditation with SOLLA

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