12/09/2022
We share in the grief of the nation at the passing of Her Majesty, Queen Elizabeth II
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
12/09/2022
We share in the grief of the nation at the passing of Her Majesty, Queen Elizabeth II
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
05/08/2021
Well done to Jack for passing his R05 exam, one more now until he’ll be a qualified adviser with us👏
Latest update from Russell Investments... http://www.allied-luptons.co.uk/russell-investments-market-update/
11/02/2014
F&C Fund update... http://bit.ly/1gkTrQv
F&C MM LIFESTYLE GROWTH FUND - Allied Luptons - Chartered Financial Planners in Kent F&C Portfolio Update - Sold - Royal London Sterling Credit Fund
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.
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.
Russell Investments have made a management change, please read here: http://images.go.russell.com/Web/FrankRussellCompany/%7b12d5e218-538b-4380-bd33-c51d159049c8%7d_Manager_Change_Communication_-_ICVC_UK-_Hire_of_JO_Hambro_Removal_S_Life_FINAL.pdf?elq_mid=2102&elq_cid=153562&elq=252190269ac04efb9610ca85d6938a0d&elqCampaignId=997
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |