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Allen Tomas & Co Financial Management Ltd King's Lynn
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Independent Financial Advisors in King's Lynn
6 St Nicholas Court,
Church Lane, Dersingham
, King's Lynn, Norfolk, PE31 6GZ
01485 541998
https://www.allentomasfinancial.co.uk
Allen Tomas & Co Financial Management Ltd is a firm of Independent Financial Advisers based in Dersingham on the Sandringham Estate near Kings Lynn, Norfolk with an additional office in London.
We provide advice and fund management for individuals, trustees, attorneys, deputies and businesses.
We specialise in the financial areas of Pension Planning, Pension Income Options at Retirement, Savings & Investments, Inheritance Tax Planning, Long Term Care Planning and Financial Protection in terms of Life Cover, Critical Illness and Health Insurance.
We also advise the Business on Shareholder/Partnership Protection, Keyman Insurance, Business Property Relief, Employee Benefits, Auto-enrolment and Pension Planning for Business Owners.
The ethos of the firm is to build long and loyal client relationships through our ongoing management service.
Tags:
Business Protection, Capital Investment, Company Pensions, Critical Illness, Employee Benefits, Estate Planning, Financial Adviser, Financial Advisor, Income Protection, Independent Financial Adviser, Independent Financial Advisor, Inheritance Tax Planning, Life Insurance, Long term care, Mortgages, Pensions, Retirement, Savings & Investments, Trustee Investments, Workplace Pensions
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