Our Services
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 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 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 & 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...
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.
Honywood Farm, West street, Lenham, Kent, ME17 2EP
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Company Registered in England and Wales No. 4323273.
Company Registered Address: Honywood Farm, West street, Lenham, Kent, ME17 2EP
© 2024 Allied Luptons Chartered Financial Planners Limited. All rights reserved.
Allied Luptons Limited is an Appointed Representative of Blacktower Financial Management Limited and a member of the Nexus Global (IFA Network) which is a trading name of Blacktower Financial Management Limited who are authorised and regulated in the UK by the Financial Conduct Authority, registered number 188611. Blacktower Financial Management Limited is registered in England and Wales. Registered office: Fetcham Park House, Lower Road, Fetcham, Surrey, KT22 9HD. Registration number: 3500648
Allied Luptons are entered on the Financial Conduct Authority register (www.fca.org.uk/register) under reference number 218436
The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website here. (https://www.financial-ombudsman.org.uk/)
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