Benjamin Allen - Independent Financial Advice

Independent financial advice for older people and their families

What does it do?

I am a Chartered Financial Adviser providing independent financial advice to older people, families, attorneys and deputies.

I do this in whichever way suits my client - in their home or at my office.

  • My particular specialisms are:
  • Paying for Care
  • Inheritance Tax & Estate Planning
  • Pensions
  • Savings and Investment
  • Trust Investments

Who it is for?

Older people, families, attorneys and deputies

Where it is available?

Local service serving within 25km of PE316GZ.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

Classification(s):

Info last updated:

30/04/2019
Provider
Allen Tomas & Co Financial Management Ltd, 6 St. Nicholas Court, Church Lane, Dersingham, Norfolk, PE31 6GZ