Allen Tomas & Co Financial Management - King's Lynn

Allen Tomas & Co Financial Management is a reputable financial management firm located at Address: 1 King St, King's Lynn PE30 1ET, United Kingdom. The company has been providing a range of financial services to clients for an extended period. You can reach them via Phone: 1553767516 to schedule an appointment.

Their website, allentomasfinancial.co.uk, offers comprehensive information about their services, team, and client testimonials. Allen Tomas & Co Financial Management specializes in various areas, including financial consulting, finance brokering, financial planning, investment services, life insurance agency, and pension office. These specialties make them a one-stop-shop for all your financial management needs.

The firm offers several convenient features that make it easy for clients to access their services. For instance, they provide online appointments for clients who prefer virtual meetings, as well as onsite services for those who prefer in-person consultations. Additionally, the firm is wheelchair accessible, ensuring that all clients can comfortably access their offices. They also provide gender-neutral restrooms and standard restrooms, prioritizing the comfort of all clients. It is essential to note that an appointment is required to ensure that the staff is prepared to meet your specific needs.

According to Google My Business, Allen Tomas & Co Financial Management has an impressive average opinion of 4.6/5 from 9 reviews. These ratings reflect the high-quality services that the firm provides to its clients.

Reviews of Allen Tomas & Co Financial Management

Norfolk Blogger

1/5

New customer seeking pension advice. The receptionist said they can't help me unless they have an overview of all of our financial assets and investments! They must be doing well to turn customers away!

Helen Hawker

5/5

Extremely impressed with the service we have received from Rachael Smith in finding a new mortgage deal for us in such uncertain economic times. Rachael went above and beyond to look at different options for us - including ones we hadn't previously considered - and we are very happy with the result. Will definitely be using her services again and would have no hesitation in recommending her and the whole team at Allen Tomas. 5*!

Daniel Goodchild

5/5

I worked with Josh Green from Allen Tomas @ Co, he helped me massively to secure a mortgage and was always on hand to answer any questions I had, any time, any day. As a first time buyer, buying your own place can be quite daunting, but Josh made the process so simple and easy to understand. Josh made sure I was happy with everything before progressing things any further and would take additional time where he needed to, to ensure I clearly understood everything. It’s clear to see that Josh is very passionate about what he does and he is extremely knowledgeable. Josh is a great asset to Allen Tomas & Co and I’d like to thank them both for helping me secure my first mortgage. I would highly recommend!

Tom Krykant

5/5

Exceptional service. Josh worked to very tight deadlines, producing a comprehensive report that provided much clarity. I would fully recommend. 11 out of 10.

Tom McEwan

5/5

Rachael was very helpful with our remortgage, we wouldn't hesitate in recommending or using again.

Colin B

5/5

Been with these now for over 4 years. An excellent and professional company who I trust with my pension portfolio. Would recommend this company to anyone.

Jade Rudd

5/5

Wonderful experience from start to finish. Very quick with providing up dates and found us a very good deal

Keith Maynard

5/5

We have dealt with Michael for several years now as our financial advisor, cant praise him highly enough.