Insurance
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-Through our Services - Investment Process- we will develop an informative and comprehensive strategic plan- which will incorporate financial objectives and solutions either for yourself- the business or the trust-Cash flow analysis is crucial to our planning process- to help you avoid capital depletion-We are based in St Nicholas Court- Dersingham with ample private parking-
6 St Nicholas Court, Dersingham, PE31 6GZ, United Kingdom.
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www.allentomasfinancial.co.uk
01485 541998
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