Autumn Budget Summary
Here are some of the headline figures from yesterday's budget and a link to download our Budget Summary Report.
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.
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.
Our Clients Say
Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.
What We Do
Read our newsletter
Take a read of our latest newsletter. Articles include:
Investing for children & Asset allocation in a world of rising inflation
Our Thoughts
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.
Our Awards
