An exceptional team of experts in financial planning, mortgages and insurance.

An exceptional team of experts in 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:

Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.

Mr C.L., Bedford

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

Is an interest only mortgage an option for you?

Interest only mortgages are not as readily available as they once were, with only a small proportion of banks now offering them. For banks who still offer these products, there are a number of specific lending requirements. Rhys Edwards explains.

Continue reading 'Is an interest only mortgage an option for you?'

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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