LIFT-Financial provides independent financial planning services to corporate and individual clients and can trace our roots back to 1992.
Following a management buy-out in 2007 the current business was born, and a rebranding in early 2010 saw the birth of LIFT-Financial.
The LIFT-Financial Group's main business is our Chartered Planning firm, LIFT-Financial. This award winning practice was an early adopter of the principals set out in the FSA's Retail Distribution Review (RDR) and has won several awards for our advice, technology and service.
LIFT-Sport has a wealth of experience in providing specialist advice for sports professionals. It has particular expertise with footballers and counts some of the Premier League's top players amongst its client list.
Balfour Wealth Management was acquired in the early stages of 2011 and forms the start of our new brand, LIFT-Advice. The LIFT-Advice business provides advice in a more traditional manner and is ideally suited to those seeking advice around specific areas or needs.
Supporting all our main businesses are our mortgage advice and tax compliance services, LIFT-Mortgages and LIFT-Tax. Where dedicated experts are on hand to deliver the best possible advice and guidance.
All in all the LIFT-Financial Group has a team of dedicated, specialist individuals to help you achieve your financial goals. If you would like to learn more about the LIFT-Financial Group and how we can help you, please contact us.