About Allied Luptons

Based in Kent, we provide specialist holistic advice, wealth and tax management services to individuals, trusts and businesses located mainly in the South East of England. We work in partnership with other professionals to deliver services aimed at increasing your wealth, planning for your retirement, protecting you against the unexpected and increasing tax efficiently to pass your assets on to future generations. Our specialist holistic advice and solutions are designed to eliminate the complexity and put you in control of your financial future.

Our values

We believe in building enduring and trusted relationships with our clients. We aim to provide a straight forward, plain English financial planning service with specialist holistic advice and are totally focused on long term client relationships, as we believe that this is the most effective way for clients to achieve their financial goals. We are only happy once our clients have become our friends, because that is the way we like to work.

We take time to understand your specific situation, goals and objectives, then design a strategy (Financial Plan) to meet your needs. As an independent firm we have access to products and services from across the market, so whatever your situation we will find an appropriate solution. Regular reviews keep you informed and allow us to take account of changes in your circumstances or market conditions.

Financial matters can often be complex and overwhelming. Our approach is informal and welcoming where you can join us for a cup of tea and a chat. We take care of the detail so you can rest assured knowing your future is in safe hands. We provide support to help you to sleep at night.