Trust us to help you achieve your financial objectives
At Allen Tomas & Co, we pride ourselves on being independent, trusted, experienced, and professional chartered financial advisers. Our team of highly qualified staff is dedicated to providing bespoke, holistic, and specialist financial advice to our clients. With offices in Dersingham and King's Lynn, we are proud to serve the whole of West Norfolk and surrounding areas.
Our Services
We understand that every individual's financial situation is unique, and that's why we offer a range of services tailored to meet your specific needs. Our areas of expertise include pensions, savings and investments, inheritance tax, mortgages, and care fees planning. Whether you're looking to build funds for your retirement, protect your accrued pensions, or create a financial plan for tax-efficiently accessing your benefits, we can provide expert guidance and recommendations.
In addition to our core services, we also offer a range of online portals designed to make it easier for our clients to manage their finances and communicate with us. Our Personal Finance Portal, Professional Portal, and Introducer Portal provide secure and convenient access to your financial information, allowing you to view real-time valuations, upload documents, and monitor our tasks and progress.
Our Approach
We take a holistic approach to financial planning, considering all aspects of your financial situation and goals before creating a bespoke solution tailored to your needs. Our team adheres to the CII's Pension Transfer Gold Standard principles, and we are accredited Later Life advisers, ensuring that you receive the highest level of expertise and guidance.
What Our Clients Say
Don't just take our word for it - our clients rave about our services. With an average rating of 4.85/5 and 98% of our clients saying they would refer us to family and friends, we're confident that you'll be satisfied with the service you receive from us. But don't just take our word for it - read our testimonials to see what our clients have to say about us.
Overall Assessment
The reviews for Allen Thomas are overwhelmingly positive, with all 12 reviewers giving a 5-star rating.
Customer Satisfaction
Customers are extremely satisfied with the service provided by Allen Thomas, praising the company's professionalism, approachability, and excellent advice. Many reviewers have expressed their confidence in the company's ability to manage their financial affairs and have recommended them to friends and family.
Key Strengths
- Professionalism: Reviewers have consistently praised the company's professionalism, highlighting their expertise and ability to provide excellent advice.
- Approachability: Many reviewers have noted the company's approachability, mentioning that they are friendly, affable, and take the time to explain complex financial issues.
- Trust: Customers have expressed their trust in the company, stating that they have complete faith in their ability to manage their financial affairs.
No Negative Comments
There are no negative comments or criticisms mentioned in any of the reviews.
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