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.
We're part of the LIFT-Financial Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals.
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.
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.
Really very happy with Sarah Wilson-Trainor. I would recommend her to anyone.
Take a read of our latest newsletter. Articles include:
Investing for children & Asset allocation in a world of rising inflation
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.
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.
