Give your finances the LIFT they need

Would like to thank Louie Butlin for his assistance and guidance with regard to my recent pension and overall financial advice. Louie addressed all my concerns with patience and explained each step with clarity. Thank you Louie.

James has provided a great service to me and their financial advice has been invaluable.

We are very grateful to Dan Cockayne for his continued support. He has made investing extremely accessible and is always happy to answer any questions we have. I would highly recommend the whole LIFT-Financial team.

I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.

5 star business and 5 star people. As a family we have used LIFT since they formed and what a great company. Joel and Mike, the owners, have built a great team.

I have used LIFT for my family investments for over 15 years and we’ve always received exactly the right amount of attention and advice we needed. Our requirements and aims have changed a lot over the years and LIFT have always adapted to that, even predicting our needs at times. I would thoroughly recommend them: sensible advice without a hard sell.

No hesitations at all in recommending LIFT-Financial for any help or assistance you might need with managing your personal finances, pensions etc. I have been a user of their services for the best part of a decade and continue to be impressed by their professionalism, knowledge, integrity and genuine personal interest shown in both myself and my family. I have nothing but the upmost praise for them.

LIFT have been my financial advisers for 7 years and I have always found them to be very professional and offer a friendly service. Their advice is always well considered and discussed fully with me before we make a decision together. I highly recommend them.

I’ve been with LIFT-Financial for over 15 years and have been impressed with their services. They have knowledgeable staff and offer a spectrum of products. I have found their ability to stay on top of market & product development especially helpful and they are proactive in offering updates and adjustments to client portfolios as relevant. I particularly value their expertise and input to ‘fine-tune’ my pension arrangements and would recommend the firm to anyone seeking financial services.

I cannot recommend Simon highly enough. From first speaking to him he was very engaging and offered some great advice in what is a very complex market. Throughout the whole process his communication was excellent and we managed to secure a great rate on my remortgage.

Trust is key to any relationship, especially when it comes to financial planning. Sarah has helped us plan and invest wisely for our retirement. Under her management, our investments have thrived. As we draw nearer to our retirement date Sarah has guided us into the appropriate investment to ensure we have a funded retirement.

Decisions like taking retirement don’t get any bigger. To make it easier, getting advice is a must and something I was sceptical about. However, working with Ross and the team at LIFT it became clear that the expertise and knowledge needed to make the most of your pension pot is absolutely vital. As a result, I am entering retirement this year with clarity and confidence in where I am today and where I will be in the future.

My Adviser, Rob Smith, is excellent. Always available to answer questions and to give guidance. Rob has guided me through the transition from working to retirement and I very much appreciate the work LIFT-Financial does for me.

I have always found Neil to be very professional and conscientious in my dealings with him. He has a good knowledge of the complicated world of personal finance. His advice is unbiased and I believe with my best interests at heart.

Keith Marcroft is knowledgeable and approachable and a safe pair of hands with my investments. I’m really pleased with the service I’ve been getting from LIFT.

I couldn’t be more delighted with the service I’ve had from LIFT and Jonathan specifically. Over a number of years now, they have helped me tremendously and laid great foundations for my eventual retirement.

Just a note to say a very big thank you to LIFT-Financial and to my Financial Adviser Edward Backhouse. Excellent advice and guidance, I really do praise your financial acumen. It almost worries me to think of the wrong plans I was vaguely making about how to achieve a secure financial future at 3 years from state retirement age and an impending divorce. I do thank you for such excellent advice as I certainly needed it!

Clarity and flexibility are two key elements of any personal pension. Working with Anna over several years we have been able to deliver this to all of our staff. Her advice is always welcome & helpful.