Allied Luptons Ltd

Informasi umum

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

Mortgages
•Buy to let
•Equity release
•First time buyers
•Flexible
•Remortgage
•Residential
•Self employed
•Sub prime

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