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
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.
Blog
Apprenticeships vs University: What's right for you?
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.
When is an interest-only mortgage right for a client?
Dave Baker, Managing Director for LIFT-Mortgages tells us more about when an interest-only mortgage is a right option.
How the Ogden rate change impacts the insurance industry
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.
I've said it before and I'll say it again - LIFT-Financial are absolutely brilliant! If only you acted as solicitors, sellers and estate agents, then life would be so easy!