Private clients

Their loyalty and willingness to recommend us to their colleagues, friends and family means we rarely advertise. They tell us we're different from the financial advisers and brokers they've dealt with before and you can read their comments around this site.

We help our private clients in several ways: our core financial planning service, mortgages, insurance and our specialist investor visa service for Chinese and Russian nationals. Talk to our team if you'd like to know more. You'll find us helpful, professional, never pushy and always willing to answer your questions.

Our Clients Say

Carl was fantastic! He took the time to really get to know the business and what we do which meant he was able to fully review our arrangements and make recommendations for comprehensive and competitively priced cover. He also kept in contact throughout the transition and made sure we were fully up to date with progress and documentation. We would have no hesitation in recommending Carl and everyone at LIFT.

Lee Wrall, Director, Everything Tech Ltd