Allen Tomas & Co Financial Management Ltd - King's Lynn

Allen Tomas & Co Financial Management Ltd: A Comprehensive Overview

Address: 6, Allen Tomas & Co Financial Management Ltd, St Nicholas Court, Church Ln, Dersingham, King's Lynn PE31 6GZ, United Kingdom.

Phone: 1485541998.

Website: allentomasfinancial.co.uk.

Specialties: Financial consultant, Investment service, Life insurance agency, Mortgage broker, Pension office.

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.

Opinions: This company has 11 reviews on Google My Business.

Average opinion: 5/5.

Characteristics and Services

Allen Tomas & Co Financial Management Ltd is a highly reputable financial services company located in Dersingham, King's Lynn. The company specializes in a wide range of financial services, including financial consulting, investment services, life insurance, mortgage brokering, and pension management. With a strong focus on customer satisfaction, the company offers both online and onsite services, ensuring that clients receive personalized attention and support.

Accessibility and Convenience

The company is committed to providing a comfortable and accessible environment for all clients. With wheelchair accessible entrances, parking lots, and restrooms, as well as a restroom facility on-site, Allen Tomas & Co Financial Management Ltd caters to clients with varying needs and preferences. Appointments are required, but the company offers the convenience of scheduling online appointments to best suit clients' schedules.

Customer Reviews and Testimonials

With an impressive average rating of 5/5 based on 11 reviews on Google My Business, Allen Tomas & Co Financial Management Ltd has garnered a strong reputation for its exceptional service and expertise. Clients appreciate the affable nature of the team, their willingness to make time for a chat, and their ability to fulfill financial briefs perfectly. Many clients have even referred friends to the company, a testament to the trust and satisfaction they have experienced with the services provided.

Recommendation

If you are seeking a reliable and knowledgeable financial management company in the Dersingham, King's Lynn area, look no further than Allen Tomas & Co Financial Management Ltd. With a wide range of services, a commitment to accessibility, and a strong track record of customer satisfaction, this company is well-positioned to assist clients in achieving their financial goals. Don't hesitate to visit their website or contact them directly to schedule an appointment and experience the exceptional service for yourself.

Contact Allen Tomas & Co Financial Management Ltd today at 1485541998 or visit their website at allentomasfinancial.co.uk to learn more about how they can help you achieve your financial objectives.

👍 Reviews of Allen Tomas & Co Financial Management Ltd

Wendy S.

5/5

We first used Ben at Allen Tomas about six years ago. He and his team have always given us excellent service and fulfilled our brief perfectly. Ben is a very affable person and always makes time for a chat at our annual review. We have since referred his services to friends who have also been very pleased with him. I would certainly not hesitate to continue to recommend him and his team.

Amanda A.

5/5

Ben's advice over the last three years has been invaluable to me. He and his team are very approachable and extremely professional and I am very happy with their management of my financial affairs. I appreciate very much receiving the Newsletter, especially news of the professional successes of this special team as this excellent company grows.
I would recommend Allen Tomas & Co to anyone seeking financial advice

Michael W.

5/5

Since moving to Norfolk a few years ago, entrusting our finances to Allen Tomas & Co has been one of the best decisions we made. Thoroughly professional and approachable, they fully deserve their top ratings. We recommend them without hesitation.

Lee B.

5/5

Allen Thomas have looked after my financial affairs for a number of years and I cannot fault them in any way. I have absolute faith in their advice and I know that they will always do their utmost to safeguard my savings to the best of their ability. I am more than pleased recommend Allen Thomas with complete confidence that they will continue to give excellent advice and service.

Andy C.

5/5

I have dealt with Allen Tomas & Co for many years for various aspects of financial management, mortgage advice and investments. I have always found the team to be very professional and proactive, the advice they offer is very beneficial. I would not hesitate to recommend them to anyone looking for financial advice.

Janet K.

5/5

As well as being a really good friend to both my husband and I, Ben has become an excellent Financial Advisor. He has seen us through the trials and tribulations of the purchase of our Bungalow, (it has been worth the wait). Thank you Ben your concern, kindness and continued advice is very much appreciated. Lady K xx

Jennifer P.

5/5

We've had such a positive experience with Ben Allen and the team. They have been friendly and approachable, and yet super professional, and were incredibly generous with the time taken to explain our options to us in our free introductory meeting. Highly recommended.

Roderick C.

5/5

I was responsible for looking after my aunt's finances after her husband died. Ben's accessible style and excellent advice were of great help in dealing with the financial issues involved. Rod C