Your experts for financial planning, mortgages and insurance.

Your experts for financial planning, mortgages and insurance.


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 ethos

LIFT-Financial was formed out of a desire to do things differently. To trailblaze, innovate, lead the way in the industry and have clients at the heart of every decision. Our ethos today is the same as when we started. We passionately believe it's the right way to do business. The trust our clients have in us, and the responsibility that comes with that, means we'll continue to innovate, challenge and trailblaze. Always with our clients' interests at the heart of every decision.

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Testimonials:

Working around the clock & always putting the client first, Rachael embodies everything LIFT is about; not only professionally but also personally, being available whenever needed & always being a pleasure to deal with.

Nick Hall, UHY Hacker Young Manchester LLP

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. 

Meet them here.

Our Awards

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Pension Adviser of the Year
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