Give your finances the LIFT they need

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.

Contact us

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


Continue reading 'Give your children’s financial future a LIFT'

Give your children’s financial future a LIFT

Sarah Wilson-Trainor, our Chartered Financial Planner explains why it's important to plan for your children's financial future as early as possible. 

Continue reading 'Staying on the path is the key to investing'

Staying on the path is the key to investing

Dan Cockayne, one of our Chartered Financial Planners explains why staying focussed on long-term goals is the key to investing. 

Continue reading 'Divorce and pensions: things to consider'

Divorce and pensions: things to consider

Sarah Wilson-Trainor explains why you should use a financial planner to understand your income needs before you settle a divorce... 

We have really enjoyed our working relationship with Jonathan. He is friendly, approachable and takes time to explain complex aspects in a clear way.

Andy Hetherington

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