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Our blogs are meant as general information and shouldn't be taken as advice. Before you make any major financial decisions, please talk to an expert. 

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Joel Adams – Blog Posts

Continue reading 'The next generation'

LIFT-Financial The next generation

When we launched LIFT-Financial we were very clear on the type of firm we wanted to build, and that was primarily focused on being a Chartered firm and having the people on board that would have the same ethics and reach those same standards.

Continue reading 'The next generation'
Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'

LIFT-Financial Summer newsletter - fiscal drag, risk profiling & more

Ever wondered how 'fiscal drag' is affecting your tax bill? Or why assessing your attitude to risk is one of the first steps an adviser has to take when you're considering investment opportunities?  Our latest newsletter has concise articles on both these areas plus some others that I think are a worthwhile read.

Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'
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