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.
I find their fee scale to be realistic and 100% transparent. Their advice is robust, technical and pragmatic at the same time.
Take a read of our latest newsletter. Articles include:
Investing for children & Asset allocation in a world of rising inflation
Contractor mortgages really don’t need to be overcomplicated, it’s simply a matter of knowing which lender is most likely to be able to interpret a client’s situation and understand their income patterns. As I always say in my blogs this is where a good broker can make the whole process a lot simpler for you.
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.
