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Showing posts from September, 2018

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…