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We are Chartered financial planners who help private clients take control of their finances and plan for a secure future. Our clients come first and we never stop learning or challenging ourselves to improve. We aim for our standards of service to be far higher than those of other firms.

Our Chartered Status

This is a badge we wear with pride. Chartered status is not easy to achieve. It’s only awarded to firms that meet a challenging level of professional standards and we’re one of a minority that have reached that bar.

It demonstrates that we work within a strict ethical framework, have a highly competent and knowledgeable advice team, give tailored advice, first class service and always put our clients interests first.

Expert Guidance for Wealthy Individuals:

  • Financial planning
  • Retirement planning
  • Equity release
  • Care fees planning
  • Estate & IHT planning

Privacy Policy

Our privacy policy has information about what personal details we collect, what we do with that information; who we may share it with and why; and your choices and rights when it comes to the personal information you have given us.

Read our Privacy Policy here 

Estate & IHT Planning – this is a lifetime mortgage/home reversion scheme, your home may be at risk if you do not keep up repayments on your plan, before taking out such a product your should seek independent advice.

LIFT-Advice – registered in England and Wales – Company Reg Number 07536545 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR.

LIFT-Advice is authorised and regulated by the Financial Conduct Authority. Registration number 623947