For your future financial security

For your future financial security

“Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.”

Mr C.L., Bedford

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

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

How the new buy-to-let rules will affect property investors

The new rules around buy to let income come into force in 2017. These impending changes will affect all rental investors to varying degrees. Understanding the impact and making any necessary changes now could help to reduce the financial consequences. 

Continue reading 'How the new buy-to-let rules will affect property investors'

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

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Pension Adviser of the Year

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