Time and patience have long-term benefits
Read about why Joel Adams says we should all keep our eyes on the goal; think about our investments in the context of our long-term goals and strategy and not be anxious about the journey we are on.
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.
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.
Our Clients Say
The guys at LIFT gave me good advice and took time to explain everything
What We Do
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
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.
Our Awards
