An exceptional team of experts
LIFT-Financial Group 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.
Services we provide include financial planning, investing, mortgages, insurance, life cover, and employer services.
We have offices in Altrincham, London and Edinburgh, with over 100 employees across our teams.
Built to be Chartered
LIFT-Advice, LIFT-Financial and LIFT-Sport are Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future.
By working with a Chartered firm, our clients have the reassurance that they're in expert hands. Our Financial Planners are highly qualified and supported by a team providing in-depth research, technical analysis and excellent client service.
Financial planning isn't just about pensions, tax and ISAs; it's also about becoming financially better organised and working together to make sure you are on track to achieve your financial and lifestyle goals and objectives.
The LIFT Mindset Podcast
December is often the month when employees in the city find out their hard-earned bonuses. Typically, there will be an option to have this paid out as cash or to waive it, so it goes directly into one’s pension. Edward Backhouse explains more, including some of the key things to be aware of when considering a bonus waiver...
Jeremy Hunt’s second Autumn Statement was set against a much less financially turbulent background than his first. However, politics still loomed large, with a likely election in the next 12 months prompting calls for tax cuts from within the Conservative party. Read our full Autumn Statement Summary...
As the festive season approaches, Christmas becomes a pivotal time for charities in their fundraising efforts. Contributing to charitable causes not only makes a positive impact on society but can also be a strategic way to manage your tax liability. Daniel Barratt explains more...
We're an award-winning business
Money Marketing Awards -Best Mortgage Advice Firm 2022
L&G Mortgage Awards - Best Broker Firm for Overall Quality (5 advisers and under) 2021, 22 & 23
Al’s Leading Adviser Awards - Leading Financial Planning Firm of the Year, Cheshire 2022
Moneyfacts Awards - Highly Commended for Broker of the Year 2021
CFI - Best Independent Financial Adviser UK 2021
Gold Standard - Independent Financial Advice Award 2019/18/17/16
Talk of Manchester Best Business Insurance Award 2018/19
Intelliflo Intelligent Office Ambassador
PFS Chartered Financial Planning Firm of the Year