Tom Allen Cemap Cerer

Background

About Tom Allen Cemap Cerer

I'm passionate that financial planning is not about sales, it’s about advice. Meaningful relationships based on understanding, problem solving and delivering a professional solution with integrity that adds real value to a client’s future. Being part of the conversation, understanding and sharing the reasons that make our clients goals so important to them is what I connect with. We work with clients to get a clear understanding of their financial landscape, conducting a thorough analysis of income, expenses, assets, liabilities, investments, insurance and tax situation. We develop a personalised financial plan that outlines strategies and recommendations to meet our clients goals. Investment strategies, risk management through insurance, tax planning, retirement strategies, estate planning, and more. We use market leading cash flow modelling to articulate this plan and bring it to life. Innovation Wealth Management is a trade name of Allen Finance Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 16/12/2024