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Your Personal Finance Portal

If you have not registered for your Personal Finance Portal or do not know how to use it, please contact us immediately. To access the Portal simply visit our website.

For security reasons we would expect all clients to communicate with us through your Personal Finance Portal. We will now only ever send secure/sensitive information this way for example documents such as Financial Planning Reports, Annual Review Reports and Tax Reports.

Your Portal provides real-time valuations to your pension/investment plans and allows you to manually update your Bank Accounts/Deposits or NS&I plans. Another great feature is the ability for you to upload your documents to the portal and share them with us, which will automatically update our back-office systems. This is useful at review when we need HMRC correspondence, P60s, payslips, income/expenditure/assets/liabilities spreadsheets or other personal data.

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Director, Michael Crisp has successfully become a Fellow

Director, Michael Crisp has successfully become a Fellow of the Chartered Insurance Institute (CII). Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. By achieving the ACII, you have already demonstrated a high level of commitment, but the Fellowship shows that you have taken this commitment one step further. Acquiring FCII accreditation will further demonstrate your knowledge, experience and
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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…

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…