Our clients value the peace of mind we give them as they know their long term financial security is being taken care of. With our guidance they can be confident they won't be one of professional sports' financial casualties. We put in place a plan to help them organise their finances now and to provide for when their playing career is over. Here are just some of the clients we work with. Here's how we help them:
What we are
We're financial planners not salespeople. Planning for the long term isn't a one off exercise and our on-going work will help you with:
- Monthly budgeting - help to track and organise your spending
- Cash & asset management - advice on the best way to save and invest
- Tax guidance - including tax return completion and planning for tax bills
- Family protection and disaster recovery
- Setting up tax-efficient investments
- Estate planning - including guidance on inheritance tax
- Overall advice on good financial housekeeping
What we're not
We don’t pretend to be things we aren't. Most importantly we're not:
- Aggressive. We don't push you into investments you're not comfortable with; all of the financial and tax planning strategies we recommend are designed to make your life easier.
- Magicians. We can help our clients understand risk and the action they need to take to achieve their financial goals but we don’t have any magic solutions or quick fixes. We're strong believers that if something appears too good to be true, it probably is!
- Agents. We don't involve ourselves in contract negotiations on behalf of our clients, or source clubs on their behalf. We will however liaise with existing representatives if requested to do so by our clients.
Our Clients Say
Having been a client of LIFT-Sport from a young age I have been able to develop my career knowing my finances are in a safe pair of hands. The personal relationship developed between myself, Mark and the rest of my family has ensured that LIFT have become an invaluable partner to us all.
As a footballer, I understand my career is relatively short and therefore good financial advice is essential to a happy life beyond my playing days. In LIFT-Sport I have found a business who understands my needs and has given me confidence that myself and my family are adequately prepared for the future.
LIFT-Sport have excelled above and beyond their duties. I can rest assured that I have a great team only a phone-call away at all times to answer any questions I have; financial or otherwise.
LIFT-Sport has always ensured I have every financial base covered letting me focus on my football with complete confidence and trust. I would recommend LIFT-Sport to anyone.
LIFT-Sport has helped me from the very start of my career. It is great to know that I have a team I can rely on that will always do the right thing for both me and my family.
Understanding that my career is short and always threatened by injury, I needed to know I had the best possible financial advice to maximise my earnings. The team at Lift-Sport has removed all financial doubts I had which has let me focus fully on performing on the field.
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.
The service from LIFT-Sport has been second to none. They’ve given me advice about all aspects of my finances and made sure that I have a long-term financial plan in place. Having someone I can trust to manage this makes life a lot easier.
Mark, Rachael and the team at Lift-Sport have been amazing since we started working with them. They have gone beyond our expectations and look after us on a monthly basis rather than just a one off. It's given us great peace of mind, and we can't recommend them enough.