We're proud 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
So, you’ve just got your A-level results, but what now? With a record 32.6% of 18-year olds going into higher education (UCAS, 2017), it’s easy to get sucked into the idea that University is the only option, but this route is not for everyone. Ryan Etchells shares his experiences as an apprentice with LIFT-Financial.
Dave Baker, Managing Director for LIFT-Mortgages tells us more about when an interest-only mortgage is a right option.
According to the media, Insurers have accused the UK government of being “misleading and wholly disingenuous” in its latest decision on how compensation is set for people who are seriously injured in accidents.