We're celebrating a double win this month, after achieving Gold Standard in Financial Planning and being named by the Personal Finance Society as the Chartered Financial Planning Firm of the Year.
Joel Adams visited the House of Commons for the Gold Standard Awards ceremony, presented by Sir David Amess MP. These awards were started 14 years ago to support higher standards in financial services in the UK. Just six financial planning firms nationwide met the Gold Standard level this year which illustrates the high standards required for success. The judge’s comments included: “LIFT-Financial has a wonderful team-based approach that pulls well on the strengths of their chartered status. Their choice of external partners to work with shows a strong sense of how they can strengthen their service offering in the most beneficial way to clients.”
Following this success, Joel was our representative at the Personal Finance Society Awards Dinner hosted by Rory Bremner. There we received the highest accolade for Chartered firms and took the title of the Chartered Financial Planning Firm of the Year for the second time in four years. LIFT-Financial is run with chartered standards and values behind all aspects of the business, so this award is a real endorsement of the way we do things.