Helping private clients and companies to reach their goals

I just wanted to thank Ed for providing such considered and valuable advice as to how best to proceed following my recent change of circumstances, so as to best plan for the future. Being a single parent with a teenager, it’s vitally important that I can safeguard the future, but at the same time balance that with present needs and I always feel confident that you enable me to do that every time we speak, whether in person or on the phone. I have mentioned your name to a couple of acquaintances of mine and I would have no hesitation in recommending you again in the future.

I cannot recommend James Potter and his team highly enough. Initially I was dubious about using an independent financial advisor as the costs seemed so high. Thank goodness I did as they got me a deal well in excess of what I could achieve independently. I was updated regularly and they took care of all the paperwork and processes involved in getting multiple pots consolidated. They then negotiated the best deal with an annuity provider which we had agreed was the best option for me. These guys are professional, courteous and very knowledgeable and I’m so glad I found them.

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.

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.

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!