Insights

Strategic Acquisition Opportunity Recent acquisition by Fairstone Group suggesting potential cross-sell opportunities for integrated wealth management solutions, pension planning, and estate planning services to the newly combined client base.

Affiliated Brand Access As part of Fairstone Wealth Management, leverage access to broader platform capabilities, compliance infrastructure, and enhanced product suites to upsell investment management and advisory services.

Asset Growth Potential Acquired assets of £120m and 260 clients indicate a ready-to-target cohort for scalable asset management, risk-based portfolios, and ongoing financial planning engagements.

Local Market Penetration Norfolk and East Anglia footprint with dual offices offers a foothold for targeted regional campaigns, local seminars, and partnership drives with solicitors and accountants.

Senior Advisory Expansion Hiring of a new Independent Senior Financial Planner signals potential for expanded advisory capacity, enabling more complex pension, inheritance tax planning, and long-term care planning services to prospects.

Allen Tomas & Co Financial Management Ltd Tech Stack

Allen Tomas & Co Financial Management Ltd uses 8 technology products and services including Cloudflare, RSS, Open Graph, and more. Explore Allen Tomas & Co Financial Management Ltd's tech stack below.

Cloudflare

Content Management System

RSS

Content Management System

Open Graph

Content Management System

WooCommerce

E-commerce

Lodash

Javascript Libraries

Microsoft Azure

Platform As A Service

Gravity Forms

Web Platform Extensions

Contact Form 7

Web Platform Extensions

Allen Tomas & Co Financial Management Ltd Email Formats	Example	Percentage
FLast@allentomasfinancial.co.uk	JDoe@allentomasfinancial.co.uk	50%
First.Last@allentomasfinancial.co.uk	John.Doe@allentomasfinancial.co.uk	50%

Allen Tomas & Co Financial Management Ltd Email Formats

Example

Percentage

FLast@allentomasfinancial.co.uk

JDoe@allentomasfinancial.co.uk

50%

First.Last@allentomasfinancial.co.uk

John.Doe@allentomasfinancial.co.uk

50%

Frequently Asked Questions

What is Allen Tomas & Co Financial Management Ltd's official website and social media links?

Allen Tomas & Co Financial Management Ltd's official website is allentomasfinancial.co.uk and has social profiles on LinkedIn.

What is Allen Tomas & Co Financial Management Ltd's NAICS code?

Allen Tomas & Co Financial Management Ltd's NAICS code is 52 - Finance and Insurance.

How many employees does Allen Tomas & Co Financial Management Ltd have currently?

As of July 2026, Allen Tomas & Co Financial Management Ltd has approximately 10 employees across 2 continents, including EuropeNorth America. Key team members include Director: B. T. A.Marketing Manager: R. A.Mortgage And Protection Advisor: R. C.. Explore Allen Tomas & Co Financial Management Ltd's employee directory with LeadIQ.

What industry does Allen Tomas & Co Financial Management Ltd belong to?

Allen Tomas & Co Financial Management Ltd operates in the Financial Services industry.

What technology does Allen Tomas & Co Financial Management Ltd use?

Allen Tomas & Co Financial Management Ltd's tech stack includes CloudflareRSSOpen GraphWooCommerceLodashMicrosoft AzureGravity FormsContact Form 7.

What is Allen Tomas & Co Financial Management Ltd's email format?

Allen Tomas & Co Financial Management Ltd's email format typically follows the pattern of FLast@allentomasfinancial.co.uk. Find more Allen Tomas & Co Financial Management Ltd email formats with LeadIQ.

When was Allen Tomas & Co Financial Management Ltd founded?

Allen Tomas & Co Financial Management Ltd was founded in 2014.

Allen Tomas & Co Financial Management Ltd

Financial ServicesEngland, United Kingdom2-10 Employees

Allen Tomas & Co Financial Management Ltd is a Norfolk-based independent financial advisory firm that offers holistic financial planning, investment management, and estate planning services. It serves individuals, businesses, trustees, and attorneys/deputies, delivering tailored advice and ongoing management through cash flow analyses, client portals, and dedicated support to help meet financial objectives and protect assets. Operating within the financial services sector, the firm emphasizes pension planning, retirement income options, savings and investments, inheritance tax planning, long-term care considerations, and financial protection, collaborating with solicitors and accountants as needed. The business is located in Dersingham and King’s Lynn, England, and operates as a trading name of Fairstone Wealth Management Ltd, authorized and regulated by the Financial Conduct Authority. A notable recent development is Fairstone Group’s acquisition of Allen Tomas & Co, which expanded its client base and assets under management.

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