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.


Continue reading 'The first Child Trust Funds are maturing this year'

The first Child Trust Funds are maturing this year

The first Child Trust Funds will mature in September 2020, read Sarah Wilson Trainor’s thoughts on parents/guardians having a conversation with their children about this.

Continue reading 'Access age of private pensions is rising to 57'

Access age of private pensions is rising to 57

The State Pension age is set to rise to 66 shortly and then to 67 in 2028. The Government announced last week that private pension access would rise in line with the second change to 57 at the same time.

Continue reading 'Savings rates – 0.01% means pressure to invest'

Savings rates – 0.01% means pressure to invest

Neil Sadler comments on the Bank of England's emergency cut in interest rates to the record low of 0.1% and R&SI's product rate drop.

Plan ahead for your retirement and start saving early in your career. If you haven't, don't panic but talk to an adviser.


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