ATFM

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."

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 ...

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...

I have recently returned from one of my favourite events of the year, the Goodwood Revival, which combines my passion for motor racing and wearing outfits from the 1940's - 50's. The Goodwood Revival is a three-day festival that has been held each September since 1998 at the Goodwood Motor Racing Circuit in West Sussex for the types of road racing cars and motorcycles that would have competed during the circuit's heyday of 1948-1966.  It claims to be the worlds most celebrated historic motor event, which I don't doubt, with people attending from all over the world, many of whom dress in clothes from the era. I have attended every year since 1999 and have seen the event grow beyond recognition.  Many former motor racing drivers regularly take part, which in the past have included Damon Hill, Martin Brundle & Sir Stirling Moss as well as celebrities such as Rowan Atkinson and Chris Rea, and more recently Sir Chris Hoy the multi world and Olympic champion cyclist. ...

Join us, and many others at the Alive Corn Exchange in King's Lynn on Wednesday 27th September for a day of entertainment and advice from organisations dedicated to supporting the older community to continue living independently. Seminars & Talks Helpful Services Local Information Support & Advice It's free and refreshments will be available throughout the day. Doors open 10am - 2pm For further information please contact Home Instead on 01553 764664.

We are pleased to announce that Michael Crisp was appointed as a Director of Allen Tomas & Co Financial Management Ltd on the 12th September 2017. As well as Director, Michael who joined the Company in January 2016, is an Independent Financial Adviser and recognised Pension Transfer Specialist. His professionalism, technical ability, attention to detail and drive were a few of the reasons for the appointment. Everyone in the firm sincerely wish him well and strongly believe he will help guide the Company smoothly and efficiently in the years to come and continue the successful growth of Allen Tomas & Co.

A platform is an online service that allows us as financial advisers to manage your portfolio through investment, administration and analysis. Assets which can be 'stored' on a platform include shares, bonds, cash, investment trusts, unit trusts and pensions as well as tax-wrapped investments such as ISAs, Child Trust Funds and self-invested personal pensions. A platform is not an investment in itself, but a facility where an individual can store all their investments/savings. In our experience, we find most investors have difficulties in getting an overall view of all of their plans and investments. A platform assists us and the client in overcoming this problem of visualisation. Therefore the benefit for investors of consolidating all their investments/savings on one platform can be that there is one point of reference and a simplified reporting process. Please note, we can recommend Term Deposits from an Investment Platform (the current offering from our Centralised Inve...