We provide a comprehensive range of business financial advice and planning services for business owners and their employees. 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. 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.
We offer professional holistic financial planning advice. 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.
Services
Allied Luptons was established in 2004 by Roy Lupton, based in Maidstone Kent, providing all-inclusive advice, wealth and tax management services to individuals, businesses and trusts.
Our aim is to try to increase your wealth, planning for retirement, protecting you and your family against unexpected circumstances, increasing tax efficiency to pass your wealth to future generations and try to eliminate the complexity ensuring that you are in control of your financial future.
Our aim is to try to increase your wealth, planning for retirement, protecting you and your family against unexpected circumstances, increasing tax efficiency to pass your wealth to future generations and try to eliminate the complexity ensuring that you are in control of your financial future.
As we are living longer, it is unlikely that the state is going to provide for us in our retirement, so it is important that we start saving as early as possible. Many people pay too much tax or miss out on opportunities to reduce their tax bill by failing to seek professional advice. Effective use of annual reliefs and exemptions can.
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.
When it comes to our fees, we pride ourselves on being fair and transparent, offering a value for money service that, in turn, adds value to the people we work with. Naturally, our discovery meeting is a chance for you to get to know us, our services and our fees: there is no charge for this meeting.
The aim of life cover is to provide a lump sum for people who are financially dependent on you. Whether it is taken out to protect your mortgage in the event of death or to cover a potential inheritance tax bill, life assurance provides protection for you and your family. Income protection: The plan will have no cash in value at any time and will cease at the end of the term.
Reviews (1)
Les King
Dec 20, 2021
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