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

Women shaping the future of financial planning

We have Sarah and Charlla talking about being women within the financial industry. They share their own experiences and how they have seen the industry change over the years.

Getting to know Ben Haworth with LIFT-Sport

Mark Tueart is joined by Ben Haworth, Sports Consultant. Mark welcomes Ben to the team and they discuss how he will be helping to build new professional relationships and raise our profile within the industry.

Keith's financial top tips

We have a great update from Keith Marcroft, providing some of his financial top tips after over 25 years in the industry.

Our blog

Continue reading 'Considering a Bonus Waiver'

Considering a Bonus Waiver

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...

Continue reading 'Autumn Statement Summary November 2023'

Autumn Statement Summary November 2023

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...

Continue reading 'Charitable giving and Gift Aid to optimise your tax strategy'

Charitable giving and Gift Aid to optimise your tax strategy

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...

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.

David G

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


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