INDEPENDENT FINANCIAL ADVISERS

CII Chartered Logo

We provide advice in the areas of Retirement and Long-Term Care Planning, Savings & Investments, Financial Protection and Inheritance Tax Planning. The Chartered Insurance Institute (our professional body) has awarded us the prestigious 'Chartered Financial Planners' title. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability.

For financial advice you can trust, read more with the CII's guide to being Chartered.

SOLLA Logo

Managing Director Ben Allen, recently achieved the Later Life Adviser Accreditation with the Society of Later Life Advisers (SOLLA). All SOLLA later life advisers specialise in the financial needs of older people. SOLLA's aim is to ensure that people are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily. Trust and confidence in the advice you receive is important and SOLLA, as a not-for-profit organisation, does not make any money from advice given or products sold. All financial advisers listed on the website directory have voluntarily undertaken a very robust assessment that underpins the Later Life Adviser Accreditation qualification. To search this directory for Ben please click the SOLLA logo.

INDIVIDUALS, TRUSTEES & CORPORATE

We manage the finances for individuals, trustees, attorneys and businesses, with our ethos being to build close client relationships through our ongoing management service. All clients will have access to our panel of professional connections who can help with areas such as accounting and legal services designed to improve our service proposition.

STRATEGIC PLANNING

Through our Advice & Investment Process, we will develop an informative, comprehensive and bespoke strategic plan, incorporating financial objectives and solutions relevant to the individual, business or trust

CASH FLOW ANALYSIS

Cash flow analysis is crucial to our planning process, to help you avoid capital depletion and income deficits. This is achieved through the experience within the firm and the close working relationships with the legal and accountancy professions.

We are proud to be associated with the following organisations

Professional Partners

MEET THE ADVISORS

BEN ALLEN
MANAGING DIRECTOR
BEN ALLEN

Ben is the Managing Director of Allen Tomas & Co Financial Management Ltd, having joined the financial services industry in 1998. Ben is a Chartered Financial Planner with the Chartered Insurance Institute, an affiliate member of The Society of Trust and Estate Practitioners (STEP) and listed as a SOLLA member holding the Later Life Adviser Accreditation (a recognised benchmark for advisers who specialise in the older client market). Ben’s experience has been achieved through providing specialist pension and investment advice at Norwich Union, in his position since 2009 as an Independent Financial Adviser, Property Development and proudly managing Allen Tomas & Co. He strongly believes in sound holistic independent financial advice incorporating a joined up approach with other professions and building long & loyal relationships with clients and their families through trust, detailed analysis, cash flow planning and understanding. His passions are his family, Labrador, good food, the Norfolk coast, innovation in business, watching rugby and playing tennis.

Contact Ben

MICHAEL CRISP
DIRECTOR
MICHAEL CRISP

Michael is a Director at Allen Tomas & Co and holds the prestigious Chartered Insurance Institute 'Chartered Financial Planner' title, he is also an affiliate member of The Society of Trust and Estate Practitioners (STEP) and an associate member of 'Resolution' an organisation specialising in Family Law. He works with Private, Corporate and Trust clients advising on all areas of Financial Planning. As our youngest adviser Michael is uniquely placed to help clients through various life stages and support with succession planning for future generations. Michael specialises in Pensions & Inheritance Tax Planning (holding the CII Pension Transfer Specialist qualification) and his ethos is to build strong relationships with his clients, local accountants and solicitors to ensure a holistic approach is followed, achieving better outcomes for his clients. Michael is a great lover of Cricket and competes to a high standard locally in Norfolk, he also enjoys various other sports including the occasional hack round the Golf course. In his spare time he enjoys long walks with his family and young Dachshund, Bernie.

Contact Michael

EDWARD W KUBIAK
SENIOR FINANCIAL PLANNER
EDWARD W KUBIAK

Edward graduated from Keele University in 1973 with a Degree in Law & Psychology and is fully Level 4 Qualified as an IFA. He worked on the Foreign Exchange (Forex) and traded in Cherished (Personal) Car Numbers before entering Financial Services. He became an IFA in 1990 since when he has advised HNW clients mainly in the City and around London. He specialises in pre- and post-retirement tax planning and has extensive experience in Estate Planning and IHT mitigation strategies including Wills, Trusts and POAs. He is a great believer in minimising tax for clients by utilising all available allowances. His long service as an IFA means that he is now advising the next generation of clients.

He has two grown children and his pastimes include cycling, music and finance.

Contact Edward

MEET THE SUPPORT STAFF

TRACEY CANEY
FINANCIAL ADMINISTRATION MANAGER
TRACEY CANEY

Tracey joined us at the beginning of November 2013 in the firm's infancy, progressing to Financial Administration Manager in 2018. Having worked in private and commercial banking for nearly 20 years, she entered the Financial Services industry in 1997 with a local advisory firm. She attained the Financial Planning Certificate in 2001 and joined a National IFA in 2005, working closely with the financial advisers in a compliance function, before becoming PA to the Managing Director.

In her spare time, Tracey is a 1940's/50's re-enactor and possesses an extensive collection of original clothing and accessories from the era. She is also a motor racing enthusiast.

Contact Tracey

JENNY BELHAM
PARAPLANNING MANAGER
JENNY BELHAM

Jenny started her Financial Services Career in 2000, working for a large Insurance Company before moving into the role of Paraplanner for a local IFA, where she obtained the Financial Planning Certificate. Jenny has also spent a number of years working as an In-House Pensions Co-ordinator for a multi-national Food Production Company where she obtained a wealth of pension experience and qualifications under the PMI. Jenny has a Diploma in Financial Planning and is working towards her Chartered Status with the CII, which she hopes to achieve soon.

In her spare time Jenny enjoys spending time with her young family and during the summer months particularly enjoys the beautiful beaches along the North Norfolk coast.

Contact Jenny

REBECCA ALLEN
MARKETING MANAGER
REBECCA ALLEN

Rebecca designs all our print media and has designed and developed our website. She also handles all our of SEO. Her background is predominantly in local government where she spent nearly 10 years working in a communications team, maintaning websites and intranets, creating and editing graphics, developing social media and handling media enquiries.

Rebecca has, from a young age, always been interestd in computing and technology but is also a keen cook. She loves lazy days spent with her husband, two young children and dog.

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LISA PERKINS
PARAPLANNER
LISA PERKINS

Lisa joined Allen Tomas & Co Financial Management in January 2018 as a Paraplanner. Having worked in the Financial Services Industry for over 30 years with a large Pension Provider, she gained a wealth of pension knowledge and obtained the Financial Planning Certificate. Lisa will continue with the Chartered Insurance Institute's learning programme to achieve further qualifications and credits. During her spare time Lisa enjoys travel and experiencing the many pub walks Norfolk has to offer.

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CHLOE DREW
FINANCIAL ADMINISTRATOR
CHLOE DREW

Chloe joined Allen Tomas & Co as a Financial Administrator in early 2017, after completing a Diploma in Customer Services. Chloe showed an interest in the industry as she wanted a career that allowed progression and the opportunity to learn new skills. She aspires to obtaining qualifications within the financial services sector, in order to become a qualified Paraplanner.

During her spare time Chloe enjoys reading, socialising and spending days out with her family. She is a lover of all animals, in particular pandas!

Contact Chloe
SOPHIE
FINANCIAL ADMINISTRATOR
SOPHIE DREW

Sophie joined us mid-2018, having spent a number of years in previous administrative roles. She provides youth and experience to support all members of the office, particularly the existing administration team. During her spare time she enjoys baking, reading and long coastal walks with her two dogs

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MOLLY
INTERN
MOLLY SANDS

Molly studies Mathematics and Statistics at Newcastle University - she is currently in her second year and spending her summer gaining experience and skills that are applicable within the financial industry. She is enthusiastic about understanding the inner workings of the business and wants to have a better understanding of the financial sector. She has enjoyed studying maths at a higher level and hopes to use what she's learnt, both through university and work, to be able to secure a job when she graduates in 2019. Away from university and work Molly loves running, travelling to new places, watching the sunsets from along the Norfolk coastline and spending time with her family and friends.

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LEAH BARTLETT
TRAINEE FINANCIAL ADMINISTRATOR
LEAH BARTLETT

Leah joined us in September 2018 as a Trainee Financial Administrator, having achieved 3 A levels in Business, Economics and Sociology. She is looking forward to working in the financial services industry and broadening her knowledge in this field and plans to attain the diploma in regulated financial planning in the future.

Away from work Leah enjoys reading fiction novels and cooking

Contact Leah

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