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.
Blog
Divorce and pensions: things to consider
Sarah Wilson-Trainor explains why you should use a financial planner to understand your income needs before you settle a divorce...
Ella Davies: how we're supporting clients during lockdown
Ella Davies gives us an update on how client meetings now include Joe Wicks and cats on laptops, and the importance of communication when it comes to supporting clients...
What to consider when inheriting an investment or pension?
Sarah Wilson-Trainor, one of our long-serving Chartered Financial Planners tells us about the process for claims after a death and the steps required to navigate this complex journey.
I feel the level of involvement is exactly right, and Sarah is reassuring, knowledgeable and approachable.