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Tel: 01485 540620 email: editor@townandaround.net Town & Around November 2018 9
Have you recently suffered a Family Bereavement?
djusting to life after the death of your partner or family
member is not easy. Between your grief and all the things you Next Steps
Asuddenly find yourself responsible for, it can feel Please call Chartered Financial Planners Ben Allen or Michael Crisp
overwhelming and dealing with the financial fallout can add to the pain to make an appointment, with the first meeting being at our expense.
and suffering. 01485 541998
How can we help? Allen Tomas & Co Financial Management Ltd is registered in
We are a friendly local Chartered Independent Financial Advisory firm England and Wales with number 8864562
based in Dersingham, next to Priors Butchers with our own car
parking. Allen Tomas & Co Financial Management Ltd is authorised
We work closely with Solicitors and Accountants for a joined-up and regulated by the Financial Conduct Authority and is
approach to providing a professional service. entered on the Financial Services Register under reference
We can help discuss important areas such as: 630427
• Taking over the household bills and budget
• Credit cards, loans or mortgage debts
• Taking over relevant insurances
• Wills and Lasting Powers of Attorney
• Estate Planning
• Tax Planning
• Financial Protection for the Family
• Planning your finances for the future
Our advisers will carry out a ‘fact find’ where they will ask you
detailed questions about your circumstances, your goals and how much
risk you are able and prepared to take with your investment. We will
recommend financial solutions that are suitable, affordable to you and
provide an ongoing relationship that builds trust, provides financial
support and focuses on cash flow planning to meet all future goals and
expectations.
“You can rely on Chartered Financial Planners to be trustworthy.
They will put your interests above those of others” – The Chartered
Insurance Institute