For your future financial security

For your future financial security


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.  

Chartered Financial Planners

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.

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Our Clients Say

The service provided by Mark and the rest of the guys at LIFT has been first class. Their industry expertise and attention to detail has enabled me to fully understand my financial affairs and has taken my financial future to the next level.

James Chester
Download

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

‘Everyone loves a disaster story…’

Looking back at the stockmarket crash of 1987, it was just a small blip on the long term graph of the FTSE 100. Neil Sadler on stockmarket volatility and letting market ups and downs work themselves out.

 

Continue reading '‘Everyone loves a disaster story…’'

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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