ALLEN TOMAS & CO FINANCIAL MANAGEMENT - Key Persons
Job Titles:
- Member of the FAKENHAM TEAM
- Senior Financial Planner
Andy joined the financial advice profession in 1987 after 12 years as a technician in the RAF. He then became an Independent Financial Adviser in 1989 with successful careers at major firms in Norfolk including running his own IFA practices with integrity, and client care being of the upmost importance. Andy is working towards achieving Chartered Status with the CII and specialises in planning areas such as inheritance tax, pensions and investments with consideration to lifestyle planning, retirement management and long term care planning.
Outside of work, Andy a true Mancunian, has been a season ticket holder at Manchester City and travels to see them with his Norfolk friends. He also enjoys cycling, restoring British classic sports cars and being at home with his family.
BEN ALLEN - Managing Director
Job Titles:
- Managing Director
- Member of the DERSINGHAM TEAM
- Member of the MANAGEMENT COMMITTEE
Ben founded Allen Tomas & Co in 2013 and is the Managing Director of Allen Tomas & Co Financial Management Ltd. He is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, a Pension Transfer Specialist and a fully listed member of the Society of Later Life Advisers. Ben specialises in Estate, Long Term Care, Pension, Investments and Trust Planning holding a distinction in trust and estate planning. His client demographics include farming, family and businesses, strongly believing in sound holistic independent financial advice, co-operation with the client's Solicitors and Accountants, cash flow and succession planning.
His passions are his family, his Labrador, good food, the Norfolk coast, innovation in business, snowboarding, boating, tennis and hockey.
Chloe is a well respected Paraplanner and joined us 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 obtain Chartered Status with the CII and we will continue to help her with this journey.
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!
Job Titles:
- Member of the DERSINGHAM TEAM
- Member of the MANAGEMENT COMMITTEE
- Operations Manager
- Senior Paraplanner / Operations Manager
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 been awarded the title Chartered Financial Planner and is a Fellow of the Chartered Insurance Institute.
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.
Job Titles:
- Mortgage & Protection Adviser
Josh joined us as a Trainee Mortgage Adviser in July 2021 after finishing Sixth Form where he studied A levels. Josh very quickly passed his mortgage exams to become Mortgage & Protection Adviser and is currently on the SkillsEdge Apprenticeship Scheme. He has always had an interest in finance and the housing market resulting in his choice to become a mortgage adviser.
In his spare time Josh enjoys cooking, attending the gym and spending time with his family and friends .
Job Titles:
- Client Relationship Manager
- Member of the DERSINGHAM TEAM
Kia manages the client experience initially and ongoing to encourage continuity and client familiarity. Kia joined us in August 2019 from school where she was studying her favourite subjects Mathematics and Business Studies, a perfect introduction to financial services! Kia is very keen to develop her knowledge by continuing her studies and qualification with the Chartered Insurance Institute.
She enjoys being outside, active, meeting new people and experiencing new cultures hence her love of travel! She also loves spending time with her dog, Bonnie the Chihuahua.
Job Titles:
- Member of the FAKENHAM TEAM
- Paraplanner
Leah joined us in September 2018 as a Trainee Financial Administrator, having achieved 3 A levels in Business, Economics and Sociology. Four years later, Leah has now achieved her Diploma in Regulated Financial Planning and is moving on to attain Chartered status and become a fellow of the Chartered Insurance Institute.
Outside of work Leah enjoys reading fiction novels, cooking delicious meals and spending time with her family.
Job Titles:
- Director
- Member of the MANAGEMENT COMMITTEE
Michael is a Director at Allen Tomas & Co and holds the prestigious CII "Fellow" and ‘Chartered Financial Planner' titles. 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 aspects of Financial Planning. Michael is uniquely placed to help clients through various life stages and support with succession planning for future generations. He 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 round of Golf. In his spare time he enjoys long walks with his family and young Dachshunds, Bernie & Digby.
Job Titles:
- Client Relationship Manager
- Member of the DERSINGHAM TEAM
Nadine joined us as a Financial Administrator with 12 years insurance experience and a business management qualification. She is very keen to progress through the Chartered Insurance Institute learning programme to further her career within the Company.
During her spare time she likes to spend days out with her young family. Nadine is a lover of motorsport, gardening and nature walking.
Job Titles:
- Member of the MANAGEMENT COMMITTEE
- Corporate & Protection Adviser
Rachael began her career in financial services in 2011 and has worked within a large Bank, Building Society and a network of successful UK Estate Agents. Her roles have included banking, management, coaching and a fully qualified Mortgage & Protection Adviser.
Rachael not only has a wealth of knowledge of mortgages but also in the estate agency sectors. She is passionate about providing the best independent advice through services in buying and selling property, commercial loans, residential mortgages, development finance and advising on financial protection for her clients and their families.
In her spare time Rachael loves long walks with her partner and cocker spaniel Milo and enjoys socialising with friends and family.
Job Titles:
- Marketing Manager
- Member of the DERSINGHAM TEAM
Rebecca handles all our of social media and has designed and developed our website. All digital marketing is done inhouse and in addition Rebecca organises all of our advertising and print marketing. Her background is predominantly in local government where she spent nearly 10 years working in a highly reactive communications team.
Rebecca has always been interestd in computing and technology as well as being a keen cook. She is currently learning Spanish and loves lazy days spent with her husband, two young children and labrador.
Job Titles:
- Client Relationship Manager
Sam joined us as a Financial Administrator on the Skills Edge apprenticeship programme in September 2021. He has since completed the apprenticeship and is now working towards his Diploma and is keen to progress through the company to eventually become a Paraplanner or an Adviser
During his spare time you'll find Sam playing a range of sports, including hockey, cricket & golf. Sam captains Pelicans Hockey Club's First XI & plays in North Runcton Cricket Club's First XI.
Job Titles:
- Client Relationship Manager
- Member of the FAKENHAM TEAM
Sonia brings three years' experience as a Financial Administrator, having taken a complete change of direction after spending over 15 years in events management. She plans to further her studies to become a fully qualified Financial Paraplanner with the Chartered Insurance Institute.
Sonia is also a qualified fitness professional and in her spare time enjoys interval training, kettlebells, swimming and cycling. She loves to travel and experience new cultures around the world, and closer to home particularly enjoys hiking Mountains and the rather flatter north Norfolk coast.
Job Titles:
- Account Manager
- Member of the FAKENHAM TEAM
- Member of the MANAGEMENT COMMITTEE
Tracey manages all key accounts in the firm including relationships with professional connections and the client experience through their personal finance portal. Tracey is based in our Fakenham office and joined us at the beginning of November 2013 in the firm's infancy. 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 re-enactor and possesses an extensive collection of original clothing and accessories from the era. She is also a motor racing enthusiast.