An exceptional team of experts in financial planning, mortgages and insurance.

An exceptional team of experts in financial planning, mortgages and insurance.


Financial planning

We're Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future. We aim for our standards of service and advice to exceed that offered by other firms.  

Mortgages

Our friendly team of experts take the stress out of finding a mortgage by working closely with you during the process. We're an independent, whole of market broker, so you can be confident that the deal we arrange is the best available for you. 

Insurance

We work with a carefully selected panel of specialist insurance companies who understand the very different requirements of our clients in relation to household, motor and commercial insurance.

Our ethos

LIFT-Financial was formed out of a desire to do things differently. To trailblaze, innovate, lead the way in the industry and have clients at the heart of every decision. Our ethos today is the same as when we started. We passionately believe it's the right way to do business. The trust our clients have in us, and the responsibility that comes with that, means we'll continue to innovate, challenge and trailblaze. Always with our clients' interests at the heart of every decision.

Quote

Testimonials:

My advisor or customer service contact is always at the end of an e-mail and I've always received fast and positive responses.

Peter Hughes

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. 

Meet them here.

Our Awards

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Pension Adviser of the Year
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