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Showing posts from October, 2017

STEP Affiliates

As a firm we are constantly trying to move forward with our standards and professional development. We have aspirations of obtaining Corporate Chartered Adviser’s status early next year and are also working to achieve accreditation from the Society of Later Life Advisers (SOLLA). Another professional accolade we have been working on is becoming Affiliate members of The Society of Trust & Estate Practitioners "STEP" and we are pleased to announce both Michael and Ben are now Affiliate members of STEP. "STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members."

We are recruiting

Allen Tomas & Co are looking for an Independent Financial Adviser to join the team. Key points: Self-Employed/Employed structure and financial package to be discussed Regular 1:1s and ad hoc training to suit Competent Adviser CPD programme, which includes internal and external seminars Compliance support through SimplyBiz (compliance helpline, technical support, portal and CPD events) Support in achieving/maintaining full Competent Adviser Status Professional Indemnity costs met by us We will provide full marketing assistance Introducer/Professional Connections: Introductions to professionals we work with Full support offered with your existing/new connections Online Professional Portal (We will upload documents such as Recommendation Reports, Tax statements and Trustees Investment Policy Statements to their Portals) Monthly newsletters Seminars Client Services: Your clients will have access to an internal online Portal in order to view their Investments

Older Persons Information Day

Allen Tomas & Co were pleased to take part in the Older Persons Information Day held at the Corn Exchange in Kings Lynn on the 27th September 2017 and meet so many valuable professionals in this massively important area. We agree with the intent of Home Instead being to continue to work collaboratively with other professionals in order to enrich the lives of the older community and their family members in West Norfolk. Laura Atkinson, Head of Caregiver Experience within Home Instead Senior Care, was pleased with their inaugural event, which not only brought professionals together but raised money for Macmillan, created awareness of serious conditions and highlighted the positive work of local organisations, businesses and individuals. Home Instead plan to run a similar event next year and reach out to more people to make it an even bigger event. Allen Tomas & Co provide Long Term Care Planning and Investment advice to clients and their family members, attorneys and deputie