Chartered Financial Planners
Allied for Individuals
Wealth and Tax management advice to take away the worry. We’ll put you in control of your financial affairs, helping you to sleep at night.
Allied for Business
We provide a comprehensive range of business financial advice and planning services for business owners and their employees.
Wealth Management
And Chartered Financial Planners
Welcome to Allied Luptons, we are Wealth and Tax managers based near Maidstone, Kent. The principal, Roy Lupton, is both a Certified Financial Planner (CFP) and Chartered Financial Planner (APFS). We offer professional holistic financial planning advice.
MAIN OFFICE
Honywood Farm, West street, Lenham, Kent, ME17 2EP
WORKING HOURS
Monday – Friday: 9AM – 5PM
Contact us to arrange a no fee,
no obligation meeting
FIELDS OF EXPERTISEWe Specialise In
All Aspects Of Financial Planning
We prepare so that you can enjoy life.
Individual Clients
We work with individuals seeking wealth and tax management advice customised to their particular situation, delivered in an approachable and professional way. We believe in educating and empowering you to understand issues that affect you. We’ll never confuse you with jargon and we’ll always keep you informed and involved. Our services span all aspects of financial planning from investments to pensions, inheritance tax planning, protection, equity release and long term care.
Business Clients
We provide a range of wealth and tax management services for business owners and their employees. We understand the importance of attracting and retaining quality staff, that’s why we take time to understand your business, your current and future plans, and the needs of your employees. We will review your existing arrangements and make recommendations as appropriate. From establishing and managing your corporate pension scheme, to employee benefits and protection, as well as individual advice for your employees.
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/)
This website is aimed at UK Residents only