SERVICESIndividual clients
Advice process
1. Discovery meeting
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.
2. Proposal meeting
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.
3. Implentation meeting
We will discuss any areas you may require further explanation. Assist in the completion of all the necessary paperwork and provide you with the required regulatory paperwork relative to your plans.
4. Ongoing Reviews
We will meet at least annually to review your circumstances and financial arrangement. However, we are always available to help at any time as personal situations change constantly. Please note, ongoing services are optional.
CONTACT ALLIED LUPTONSCall us today, e-mail us or leave a message
Contact us to arrange a no fee,
no obligation meeting
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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