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LIFT-Financial Limited

Financial Services


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Company Details

LIFT-Financial is an award winning firm of Chartered Financial Planners providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses with offices in Edinburgh, London and Manchester.

LIFT-Financial has built its business entirely around the needs of its clients and as well as our core financial planning services we also provide mortgage advice, wealth management, compliance and advice and investment services.

Our core values include:

  • A commitment to being fair and open on the charges that our clients pay

  • Delivering the best value to our clients

  • Building services that meet the needs of clients throughout their financial lives

LIFT-Financial is one only around 500 Chartered firms in the UK and all of our financial advisers are at or working towards Chartered status in their own right. Chartered status is the Gold Standard for financial planners in the UK – it demonstrates our commitment to the professional development of the LIFT team and gives confidence to all of our clients that their financial affairs are well cared for in our hands.

The company has a team approach to client care - our highly qualified advisers are supported by expert Technical Analysts and Client Support teams making sure it delivers the best possible service to clients in an open and transparent manner. The location of our Head Office enables LIFT-Financial to deliver services to clients at the best possible value.

LIFT-Financial are always interested in hearing from the very best in the Financial Planning profession. If you think you have what it takes to join one of the UK’s foremost firms of Chartered Financial Planners then why not get in touch.

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