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Showing posts from February, 2017

Rugby Icon Dies

A legend of the game, Joost van der Westhuizen, lost his life this month to Motor Neurone Disease aged 45, having been diagnosed with the disease in 2011. This unfortunately is the harsh reality of the world we live in and this is why it is SO important to protect your life on death and in the event of a serious illness. What would be the impact of these events on your family or in your business? As Independent Financial Advisers, Allen Tomas & Co can help you implement the right solution from the whole of market in order to protect those affected most and to give you peace of mind. Please call us now to arrange an appointment.

New Independent Financial Adviser

Allen Tomas & Co would like to say a huge welcome to Kevin Banks-Dunnell for joining us as an Independent Financial Adviser. On leaving school, Kevin spent 4 years training and working as a chef. He joined the financial services industry in 1991 and has now completed 26 years as a financial adviser. He has worked for large financial institutions and as a result has built a strong client following through holistic financial advice. His experience has helped him specialise in Inheritance Tax & Investments. Kevin believes that this knowledge plus his personal and professional service have been key in building and maintaining long lasting and successful relationships. Kevin is a keen golfer and has been a member of Royal Cromer Golf Club for over 20 years, he also plays lead guitar in a local band.

National Savings Interest Rate Changes

From the 1st May 2017, National Savings will be reducing the rates of interest across all of their cash savings products, including Premium Bonds and Direct ISAs. The reduction will affect existing accounts as well as new. This follows reductions in interest rates across the savings market after the Bank of England's reduction of the base rate by 25 basis points, to 0.25pc in August 2016. Ben Allen, Managing Director of Allen Tomas & Co said "Once again this is another blow for savers and the search for decent returns on deposits becomes harder. NS&I will remain popular due to the fact that they are backed by HM Treasury, however I expect more people to look to the stock markets for a portion of their cash in order to improve their long term returns". Please contact us should you wish to review your existing Savings and Investments.