Chartered Financial Planners

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Allied for Individuals

Allied for Individuals

Wealth and Tax management advice to take away the worry. We’ll put you in control of your financial affairs, helping you to sleep at night.
Allied for Business

Allied for Business

We provide a comprehensive range of business financial advice and planning services for business owners and their employees.

Wealth Management
And Chartered Financial Planners

Welcome to Allied Luptons, we are Wealth and Tax managers based near Maidstone, Kent. The principal, Roy Lupton, is both a Certified Financial Planner (CFP) and Chartered Financial Planner (APFS). We offer professional holistic financial planning advice.

MAIN OFFICE
Allied Luptons Ltd, White Heath, Ashford Road, Hollingbourne, Kent, ME17 1XG
WORKING HOURS
Monday – Friday: 9AM – 5PM

Contact us to arrange a no fee,
no obligation meeting

    Meet The Team

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    Roy

    Chartered Financial Planner / Director

    Qualifications

    CFPCM, FPFS, APFS, Certs CII(MP & ER)
    CERTIFIED FINANCIAL PLANNERCM professional
    CHARTERED FINANCIAL PLANNER
    Affiliate of STEP

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    Maureen

    Director / Office Manager

    We prepare so that you can enjoy life.

    Individual <strong>Clients</strong>

    Individual Clients

    We work with individuals seeking wealth and tax management advice customised to their particular situation, delivered in an approachable and professional way. We believe in educating and empowering you to understand issues that affect you. We’ll never confuse you with jargon and we’ll always keep you informed and involved. Our services span all aspects of financial planning from investments to pensions, inheritance tax planning, protection, equity release and long term care.
    Business <strong>Clients</strong>

    Business Clients

    We provide a range of wealth and tax management services for business owners and their employees. We understand the importance of attracting and retaining quality staff, that’s why we take time to understand your business, your current and future plans, and the needs of your employees. We will review your existing arrangements and make recommendations as appropriate. From establishing and managing your corporate pension scheme, to employee benefits and protection, as well as individual advice for your employees.
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    Allied Luptons Ltd, White Heath, Ashford Road, Hollingbourne, Kent, ME17 1XG

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    Company Registered in England and Wales No. 4323273.
    Company Registered Address: 10 Littlebourne Road, Maidstone, England, ME14 5QP
    © 2020 Allied Luptons Chartered Financial Planners Limited. All rights reserved.
    Allied Luptons Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

    This website is aimed at UK Residents only

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