0330 038 8941
Based in King's-Lynn
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 24 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
21
Recent Client Reviews
Michael has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 24 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
21
Recent Client Reviews
Michael has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael is a Business Principal at Allen Tomas & Co and holds the prestigious Chartered Insurance Institute 'Chartered Financial Planner' title and he is a Fellow of the Personal Finance Society. Michael also holds the internationally recognised "Certified Financial Planner" status through the Chartered Institute of Securities & Investments, which is recognised globally as the highest standard of qualification for a Financial Adviser. He works with Individuals, Companies, Powers of Attorney and Trust clients advising on all areas of Financial Planning. Michael is uniquely placed to help clients through various life stages and support with succession planning for future generations. Michael specialises in Pensions & Inheritance Tax Planning (holding the CII Pension Transfer Specialist qualification) and his ethos is to build strong relationships with his clients, local accountants and solicitors to ensure a holistic approach is followed, achieving better outcomes for his clients.
Offers available through VouchedFor
Contact Michael through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Michael's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Allen Tomas and Co Financial Management is a trading name of Fairstone Wealth Management Ltd. Fairstone Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority- FRN: 188596. Registered in England and Wales no: 03593750. Part of the Fairstone Group