Give your finances the LIFT they need


We're proud to be Chartered

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.  

By choosing 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.

Services we offer

Employer services

We help companies of any size, in all types of industry and across the UK.

Private clients

We help our private clients in several ways: our core financial planning service, mortgages and insurance.

Investor visas

We advise and facilitate investments supporting TIER 1 (Investor) Visa applications to the Home Office.

Workplace education

Helping your employees make better financial decisions can pay dividends.

Pension schemes

Our advice service is backed-up by our team of Chartered Financial Planners so we can help scheme members at all stages from joining through to retirement.

Health & risk benefits

We have a track record in securing competitively priced services as it's important, we believe, to consider the profile of your employees and design a bespoke package with flexibility for you and them.

Our team

We have a great team of people here at LIFT– find who it’s best for you to speak to.

Contact us

Submit your query and we'll get back to you.

Blog

Continue reading 'A month in the life of a Marketer…'

A month in the life of a Marketer…

Holly Brock tells us about her time spent working in our Marketing Department and getting to know the business.

Continue reading 'Apprenticeships vs University: What's right for you?'

Apprenticeships vs University: What's right for you?

So, you’ve just got your A-level results, but what now? With a record 32.6% of 18-year olds going into higher education (UCAS, 2017), it’s easy to get sucked into the idea that University is the only option, but this route is not for everyone.  Ryan Etchells shares his experiences as an apprentice with LIFT-Financial.

Continue reading 'When is an interest-only mortgage right for a client?'

When is an interest-only mortgage right for a client?

Dave Baker, Managing Director for LIFT-Mortgages tells us more about when an interest-only mortgage is a right option.

Their advice has been truly holistic, spanning investments. tax planning, long-term retirement planning and life insurance.

M.D. Investment Management firm

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