Individual clients

Our Advice process

1. Discovery meeting

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. Then develop a personalised plan to help you achieve them.

2. Proposal meeting

Presentation of a personal detailed plan containing suggestions and recommendations which includes a review of existing financial arrangements. The plan will contain proposals/recommendations designed for your future and we will work together to develop a robust plan as discussed in our discovery meeting. 

3. Implentation meeting

We will discuss any areas you may require further explanation.  Assist in the completion of all the necessary paperwork and provide you with the required regulatory paperwork relative to your plans.

4. Ongoing Reviews

We will meet at least annually to review your circumstances and financial arrangement.  However, we are always available to help at any time as personal situations change constantly. Please note, ongoing services are optional.