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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…
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We're hiring

Financial AdministratorDue to continued expansion of our business we are looking to recruit a Financial Administrator at our head office in Dersingham, Norfolk. We believe this is an excellent opportunity for the right individual to join a professional and friendly Chartered firm in beautiful surroundings.

What we are offering...
Competitive SalaryFlexible working hours25 Days Holiday (plus generous holiday at Christmas and Bank holidays)Company Pension SchemePaid Study LeavePaid CII Exams and Study Support/Material Your Duties...
Enter and manage client details on our back-office system and accurately maintain these recordsHelp clients and professional connections manage effectively their online portalsCollate and run client portfolio valuationsComplete applications/letters of authorities and relevant documents relating to Pensions, Savings, Investments, Protection, Trusts, Estate Planning, Long Term Care and Group Schemes within agreed timescalesSupport Paraplanners and Advisers with…

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…

Why do we use Rayner Spencer Mills Research (RSMR)?

As part of our centralised investment process we use the research services of RSMR to construct our range of model portfolios. RSMR first launched their online fund ratings service for advisers back in 2007 and this offers us the widest range of ratings covering active and passive funds, Socially Responsible Investment-themed funds, multi-asset fund ranges, investment trusts and Discretionary Fund Managers. Their ratings are awarded following a rigorous process and are supported by factsheets and guides. Each factsheet provides background information, a summary of the investment process, comments and opinions. The team at RSMR have many years’ experience and maintain their market knowledge by meeting with the fund management community, market analysis and their own continuing professional development.

Their research is completely impartial and they cover the whole market composed of all funds across the universe of the Investment Association (IA) sectors. RSMR review and research fund…

Michael Crisp has achieved Chartered status

Michael Crisp, Director of Allen Tomas & Co Financial Management Ltd has now achieved Chartered status.

This means both Directors Ben Allen and Michael Crisp have now been awarded the prestigious Chartered Financial Planner designation.

Michael’s intentions are to continue his study and become a Fellow of the CII. As previously communicated, we recently became a Chartered firm of financial planners and Michael’s achievement reinforces our ethos and commitment to raising standards.

Inflation

United Kingdom Inflation Rate 1989-2018 The UK consumer price inflation eased to 3 percent in December 2017 from a near six-year high of 3.1 percent in the previous month, as widely expected. Prices rose at a softer pace for transport, recreation and culture, housing and utilities, and food and non-alcoholic beverages. Inflation Rate in the United Kingdom averaged 2.58 percent from 1989 until 2017, reaching an all-time high of 8.50 percent in April of 1991 and a record low of -0.10 percent in April of 2015.

Consumer prices index (CPI) is the government's preferred measure of inflation. It is used for international comparison and the government inflation target for the Bank of England Monetary Policy Committee. It is available as an index from January 1997, with estimates back to 1988. It excludes mortgage interest payments and council tax. As of the 2010 budget, CPI as part of the triple-lock, is used to index state pensions in place of RPI.

Why is inflation important? Keeping a …