Our Services

PENSION & <strong>RETIREMENT OPTIONS</strong>

PENSION & RETIREMENT OPTIONS

As we are living longer, it is unlikely that the state is going to provide for us in our retirement, so it is important that we start saving as early as possible. Having a...
TAX EFFICIENT <strong>INVESTMENT SOLUTIONS</strong>

TAX EFFICIENT INVESTMENT SOLUTIONS

Many people pay too much tax or miss out on opportunities to reduce their tax bill by failing to seek professional advice. Effective use of annual reliefs and exemptions can...
INHERITANCE TAX <strong>PLANNING</strong>

INHERITANCE TAX PLANNING

Is a voluntary tax! Inheritance Tax (IHT) is the tax paid on your estate when you die. However, IHT can also apply to your estate while you’re alive, especially...
LIFE COVER & <strong>FAMILY PROTECTION</strong>

LIFE COVER & FAMILY PROTECTION

The aim of life cover is to provide a lump sum for people who are financially dependent on you. Whether it is taken...
<strong>MORTGAGES</strong>

MORTGAGES

Over recent years the mortgage market has been more complex than ever. If you’re buying a property or simply looking to remortgage...

ABOUT ALLIED LUPTONSAdvice On A Full Range Of Financial Matters

We provide a holistic approach to financial planning to help individuals plan for their future aspirations.

EXPERIENCED SOLUTIONS
Roy has been an FCA registered adviser since 2004 and has experience providing advice for clients with a wide range of circumstances.
ALWAYS LISTEN
Your adviser will listen to your specific needs and the financial approach you choose.
ALWAYS CLEAR
We will provide a detailed fee breakdown before you agree to proceed.
RIGHT APPROACH
We will identify the best way to achieve your goals that are realistic and attainable.
EXCEPTIONAL CARE
We deliver on our promises and celebrate our successes, we are friendly and caring.
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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.

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