Allied Luptons

Allied Luptons Welcome to Allied Luptons, we are Wealth and Tax managers based near Maidstone, Kent. The Old House, White Heath, Ashford Road, Hollingbourne, Kent.

What we do really well

We offer a complete holistic planning service covering the following advice in Pensions; Investments; IHT; Care fees and Mortgages...

Advice areas

Investments
•Investing for income
•ISAs
•OEICs
•Offshore investments
•Unit trusts

Protection
•Accident & sickness
•Critical illness
•Healthcare
•Income protection insurance
•Life insurance
•Long term care
•Payment protection

insurance

Business
•Group critical illness
•Group income protection
•Group life insurance
•Group pensions
•Group private medical insurance
•Group protection
•Group risk

Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•Sipps
•Stakeholder

Savings
•Lump sum
•National savings
•Regular savings
•Savings for children
•School fees planning

Tax & trust planning
•Capital gains tax
•Estate planning
•Income tax
•Taxation planning

Financial planning
•Wealth management

Allied Luptons Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. ME17 1XG

Some Forms of Buy to Let, Auto Enrolment, Taxation and Estate Planning advice are not regulated by the Financial Conduct Authority.

We share in the grief of the nation at the passing of Her Majesty, Queen Elizabeth II
12/09/2022

We share in the grief of the nation at the passing of Her Majesty, Queen Elizabeth II

Wishing all of our clients and friends a very happy Christmas and a healthy and prosperous New Year.Please see our openi...
15/12/2021

Wishing all of our clients and friends a very happy Christmas and a healthy and prosperous New Year.

Please see our opening times for the festive period

Well done to Jack for passing his R05 exam, one more now until he’ll be a qualified adviser with us👏
05/08/2021

Well done to Jack for passing his R05 exam, one more now until he’ll be a qualified adviser with us👏

F&C Fund update... http://bit.ly/1gkTrQv
11/02/2014

F&C Fund update... http://bit.ly/1gkTrQv

F&C Portfolio Update - Sold - Royal London Sterling Credit Fund

16/12/2013

Roy, Maureen and all the staff at Allied Luptons would like to wish you a very happy Christmas and a healthy and prosperous New Year.
Please Note Allied Luptons Ltd office will be closed for Christmas and the New Year from lunch time Friday 20 December 2013 until Thursday 2 January 2014.

16/12/2013

In September, Allied Luptons were awarded Chartered Practice status by the Chartered Insurance Institute. Approximately 5% of financial adviser firms are chartered in the UK. This reflects not only on the qualifications and experience of the team, but our commitment to continue providing you with a holistic financial planning experience. We believe that chartered status will become more important as the mainstream press begin to understand its significance and steer clients towards chartered practitioners.

Address

White Heath, Ashford Road
Maidstone
ME171XG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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