Give your finances the LIFT they need


We were built 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 '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.

Care fee planning can be complex so having an expert to help & advise makes life easier

LIFT-Advice

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