Their loyalty and willingness to recommend us to their colleagues, friends and family means we rarely advertise. They tell us we're different from the financial advisers and brokers they've dealt with before and you can read their comments around this site.
We help our private clients in several ways: our core financial planning service, mortgages, insurance and our specialist investor visa service for Chinese and Russian nationals. Talk to our team if you'd like to know more. You'll find us helpful, professional, never pushy and always willing to answer your questions.
Our Clients Say
I have been a client of LIFT-Financial for over ten years now. They are responsive, thoughtful, good listeners and very professional. The entire team is pleasure to work with.
Private Client Services
Our Advice Team
