For your future financial security

For your future financial security

“They have really taken the time to understand my needs and offer me interesting alternative investment options.”

Mark L

Who We Are

We're Chartered Financial Planners working with private clients and companies across the UK. We help them take control of their finances and plan for a secure future.

Our Group

We're part of the LIFT-Financial Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals.

Our ethos

Our clients come first and we never stop learning and challenging ourselves to improve. We aim for our standards of service and advice to be far higher than those of other firms.  

Our Chartered Status

This is a badge we wear with pride. Chartered Status is not easy to achieve. It’s only awarded to firms that meet a challenging level of professional standards and we're one of a small minority that have reached that bar. It demonstrates that we work within a strict ethical framework, have a highly competent and knowledgeable advice team, give tailored advice, first class service and always put our clients interests first.

Chartered Financial Planners

Our Clients Say

They are timely in reminding clients of deadlines and opportunities that exist but not pushy when it comes to discussing potentially suitable products that might generate additional fees.

Mr C.L., Bedford

Meet the team

We have a great team of people at LIFT, some of whom have been with us since our company launch. As well as our client-facing advisers, we have a dedicated back office and support team all helping make our clients happy. 

Meet them here.

Our Thoughts

Our Awards

Moneyfacts Award 2015 – Investment Life & Pensions – Retirement Advisor of the Year
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Pension Adviser of the Year

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