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

Employer services

We help companies of any size, in all types of industry and across the UK.

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.

Workplace education

Helping your employees make better financial decisions can pay dividends.

Pension schemes

Our advice service is backed-up by our team of Chartered Financial Planners so we can help scheme members at all stages from joining through to retirement.

Health & risk benefits

We have a track record in securing competitively priced services as it's important, we believe, to consider the profile of your employees and design a bespoke package with flexibility for you and them.

Our team

We have a great team of people here at LIFT– find who it’s best for you to speak to.

Contact us

Submit your query and we'll get back to you.

Blog

Continue reading 'Don’t give up on your financial resolutions for 2021!'

Don’t give up on your financial resolutions for 2021!

Did you pledge to improve your finances this year? Now we are two months into 2021, don't let your resolutions slip, we have some tips to help you stick to achieving them!

Continue reading 'New Year’s resolution: consider early retirement'

New Year’s resolution: consider early retirement

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is 2021 the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

Continue reading 'New Year’s resolution: save and plan for your future'

New Year’s resolution: save and plan for your future

Will 2021 be the year you start to manage your money better? Ella Davies- Financial Planner offers some great advice to help you begin to save and plan for your future.

Careful planning can help you reduce your IHT bill on your estate

LIFT-Advice

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies