For your future financial security

For your future financial security

“My advisor or customer service contact is always at the end of an e-mail and I've always received fast and positive responses.”

Peter Hughes

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 values

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

I think trust is critical in a financial relationship and I trust the LIFT team implicitly.

Mark L.

New Downloads - IHT

Our latest free guide tells you all about inheritance tax - how to work out whether your estate will generate a bill and whether you should make any changes now to reduce that bill for your descendants. 

Our Thoughts

Robo-advice is the future? I sincerely hope not.

It’s inevitable that the evolution of FinTech and artificial intelligence will redefine many professions, not just that of financial advisers, but it’s my strong belief that it will not make the best of our profession redundant. 

Continue reading 'Robo-advice is the future? I sincerely hope not.'

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 Awards

Logo placeholder
logo placeholder
Pension Adviser of the Year
Logo placeholder
Logo placeholder
Logo placeholder

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies