We welcome you into our office to meet all members of staff and to get a feel of who we are and how we work. This initial consultation is at Allied Lupton’s expense, without any obligation or charge.
We will establish your current circumstances, financial situation, goals, objectives, and priorities. Then develop a personalised plan to help you achieve them.
Presentation of a personal detailed plan containing suggestions and recommendations which includes a review of existing financial arrangements. The plan will contain proposals/recommendations designed for your future and we will work together to develop a robust plan as discussed in our discovery meeting.