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
    © 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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