For your future financial security

For your future financial security


Who We Are

We're Chartered Financial Planners working with private clients and companies across the UK. We help them take control of their finances and plan for a secure future.

Our Group

We're part of the LIFT-Financial Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals.

Our values

Our clients come first and we never stop learning and challenging ourselves to improve. We aim for our standards of service and advice to be far higher than those of other firms.  

Chartered Financial Planners

Our Chartered Status

This is a badge we wear with pride. Chartered Status is not easy to achieve. It’s only awarded to firms that meet a challenging level of professional standards and we're one of a small minority that have reached that bar.

It demonstrates that we work within a strict ethical framework, have a highly competent and knowledgeable advice team, give tailored advice, first class service and always put our clients interests first.

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Our Clients Say

LIFT have been instrumental in implementing many improvements to our pension scheme since we started working with them in November 2014.

Tara Shreeves, Head of Compensation and Benefits, Europe - Global Payments

Read our newsletter

Take a read of our latest newsletter. Articles include: 

Investing for children & Asset allocation in a world of rising inflation

Our Thoughts

How do you measure the value of financial planning?

Financial good health is not necessarily about being wealthy, but about having the reassurance that you’ve planned for the future and being confident that you’ve taken the right steps to make the most of your assets. 

Continue reading 'How do you measure the value of financial planning?'

Meet the team

We have a great team of people at LIFT, some of whom have been with us since our company launch. As well as our client-facing advisers, we have a dedicated back office and support team all helping make our clients happy. 

Meet them here.

Our Awards

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Pension Adviser of the Year
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