Page 9 - November 2018 - Hunstanton Town & Around
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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
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