Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Location

Based in

Kings Lynn

Covers

Norfolk, Norwich, North Cambridgeshire

Ben Allen

Chartered Financial Planner

Ben Allen founded Allen Tomas & Co Financial Management in 2013 before becoming part of Fairstone in 2023. Ben is a Chartered Financial Planner, Fellow of the Chartered Insurance Institute (CII), Pensions Transfer Specialist and holds a distinction in the CII’s Advanced Trust Qualification.

He specialises in Investments, Pensions, Estate and Trust Planning with client demographics that include farming, retirees, family, trusts and businesses. He strongly believes in sound holistic independent financial advice, co-operation with Solicitors and Accountants, cash flow and succession planning for his clients.

His passions are his family, Labradors, good food, the Norfolk coast, innovation in business, snowboarding, boating, tennis and hockey.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Location

Based in

Kings Lynn

Covers

Norfolk, Norwich, North Cambridgeshire

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