Over 30 years experience in financial services
All great relationships in life begin when you feel heard and understood and we believe this is what distinguishes excellence in financial advice.
Get in touchWe start by listening. By understanding your aspirations, concerns and motivations you enable us to become invested in you, your values, and goals.
How can we help you?
Retirement Planning
What does your retirement look like? Retirement is more than just a financial milestone – it’s an opportunity to live your best life on your own terms.
Investments
What are you investing in? Whether it’s your children’s education, surplus profits or the sale of your business, inheritance, building wealth or just starting out we’re here to help.
Estate Planning
Do you have peace of mind? We can help you protect the value of your assets within a tax efficient strategy and ensure your estate will be distributed according to your wishes
Mortgages
Our approach is simple. Everyone starts with interest rates. You should start with underwriting.
Family Protection
Who does your income support? If the worst were to happen, is your family financially prepared? It’s a difficult question to ask because it’s not a circumstance that we want to consider.
Business Protection
Your business is you. Have you thought about what would happens if a shareholder or partner dies? Would your business still generate an income if you fell ill?
We care about the outcome as much as you do
We believe nobody wants to be sold to. Advice to us means caring about the outcome as much as you do, delivering a financial plan with professionalism, expertise, and integrity that adds value to what is important to you.
We’re passionate about growing a business built on mutual partnerships with our clients. We are proud to say that most of our new introductions are referred by our existing clients, so we think our members agree.
Our Philosophy
If you invest £100,000 at a rate of 5% over 30 years your investment would grow to £405,870. If you took the same investment and improved it by just 0.1% of the initial investment each day, the same investment would be worth £2,638,721.
Compounding. The small things matter.
Imagine how much value would be created for our clients if we applied the same principle to everything we do. That’s our philosophy.
I have relied heavily upon Tom Allen for all my financial advisory/mortgage and personal protection needs and wouldn’t consider using anyone else – the support provided has been invaluable to me, offering above and beyond service levels with significant value adds beyond simply ‘getting a job done’ and great patience in listening to the challenge at hand.
Tom’s advice has always taken the full context of my longer term life goals and wider picture into account, making him a trusted advisor to whom I turn for all major financial decisions. I have recommended him to several contacts of mine who were equally impressed.”
Daisy Laramy-Binks, MD – Iconix International, EMEA
“Tom Allen has been absolutely exceptional from start to finish in providing a thorough and bespoke broker service for my first property purchase.
I could not have asked for more from him, he continuously updated me throughout, and worked in my best interests, going above and beyond at each stage of the transaction.
I’ll be using Tom again for my next property purchase (whenever that may be)!”
Jemma Gewargis
“Tom Allen has a excellent track record of helping me find mortgages over the past 6 years: a couple of residential mortgages, a portfolio of several buy-to-let properties, and to top it off, a commercial loan for a property management company.
I prize competition, and Tom had beaten other brokers I used. Tom’s professionalism is worth every penny!”
Eric Teo
“Tom Allen has been outstanding in the service he has provided us over the years dealing with the many scenarios we have presented him with. Some easier than others!
We wish him every success in the future.”
Shirley & David Bird
Get in touch
Discover more about how we can help you.
We have over 30 years combined experience in financial services, talk to us about how we can help you.
