Getting married - doing the rights thing
There are many misconceptions around the rights of the 3.3 million unmarried couple families in the UK. Find out more...
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.
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.
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
