Who we are

At LIFT-Financial we're passionate about helping your employees be financially educated and in control of their money. We work with progressive companies who go beyond the basics of auto-enrolment and recognise the value of helping their staff at each stage of their journey through to retirement. Our experience in workplace financial education, pension scheme administration and getting the best value for employee benefit spending has led to us being the partner of choice for many leading City firms as well as SMEs.

We help companies of any size, in all types of industry and across the UK. What they all have in common is a commitment to doing the best for their people by giving them access to quality financial advice.  We can service the business and provide advice for individuals, covering all areas businesses may require.

Having developed a great relationship with Suzanne she has been a fantastic help in guiding my financial decision making and ensuring that I’ve planned well for the future. I’d recommend her without hesitation.

Russell B.

Our financial blogs

Continue reading 'Growing your opportunities after retirement'

Growing your opportunities after retirement

Growing your opportunities after retirement is very important and managing your financial situation will help. Do you have several pensions set up from previous employers? Daniel Barrett has some useful advice about the process of pension consolidation. 

Continue reading 'Growing your wealth- have you saved money this lockdown?'

Growing your wealth- have you saved money this lockdown?

If you are one of the millions of people who have now become lower spenders, what are you planning to do with your money? Sarah Wilson-Trainor has some ideas that may help you when things bounce back to ‘normal’, and the spending begins to rise again.

Continue reading 'LIFT-Financial: Best Independent Financial Adviser UK 2021'

LIFT-Financial: Best Independent Financial Adviser UK 2021

LIFT-Financial are winners of the CFI.co Award for Best Independent Financial Adviser UK 2021.

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