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

The guys at LIFT gave me good advice and took time to explain everything

Jack D.

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

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.

 

Continue reading 'Time and patience have long-term benefits'

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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