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.

About us

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.


Continue reading 'Time goes fast when you’re having fun…'

Time goes fast when you’re having fun…

This year, we have recruited many new starters, had a lot of our employees reach significant anniversary milestones with us and celebrated the 10th anniversary of The LIFT Academy! Read all about it here. 

Continue reading 'Autumn Budget Summary 2021'

Autumn Budget Summary 2021

Chancellor Rishi Sunak used the Autumn Budget 2021 to invest taxpayer money in long-term plans. You can read some of the key highlights here and also download our Autumn Budget Summary.

Continue reading 'You've used your ISA allowance - what's next?'

You've used your ISA allowance - what's next?

With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.

Using the equity in your home can help you can fund later life and ease financial worries


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