Give your finances the LIFT they need


We were built to be Chartered

We're Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future. We aim for our standards of service and advice to exceed that offered by other firms.  

By choosing a Chartered firm, our clients have the reassurance that they're in expert hands. Our Financial Planners are highly qualified and supported by a team providing in-depth research, technical analysis and excellent client service. Financial planning isn't just about pensions, tax and ISAs; it's also about becoming financially better organised and working together to make sure you are on track to achieve your financial and lifestyle goals and objectives.

Services we offer

Built to be Chartered

By choosing a Chartered firm, our clients have the reassurance that they're in expert hands.

Private clients

We help our private clients in several ways: our core financial planning service, mortgages and insurance.

Investor visas

We advise and facilitate investments supporting TIER 1 (Investor) Visa applications to the Home Office.

Sustainable investing

Our investment experts have a wealth of knowledge and understanding when it comes to helping you decide which funds will meet your ethical beliefs.

Blog

Continue reading 'LIFT-Financial Group does more than you might think...'

LIFT-Financial Group does more than you might think...

Do you know all of the services we offer as LIFT-Financial Group? 

Continue reading 'Growing your opportunities after retirement'

Growing your opportunities after retirement

Growing your opportunities after retirement is very important and managing your financial situation will help. Do you have several pensions set up from previous employers? Daniel Barrett has some useful advice about the process of pension consolidation. 

Continue reading 'Growing your wealth- have you saved money this lockdown?'

Growing your wealth- have you saved money this lockdown?

If you are one of the millions of people who have now become lower spenders, what are you planning to do with your money? Sarah Wilson-Trainor has some ideas that may help you when things bounce back to ‘normal’, and the spending begins to rise again.

We have been delighted with the advice Ella has given us. We have seen our investments grow by considerably more than we expected. The service is always excellent, friendly and professional.

CW

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