LIFT-Financial Group is a chartered firm, so clients can be sure its advisers are committed to being ethically driven and knowledgeable, providing competent advice based wholly on their needs. It also means the firm is committed to providing an exceptional level of service and support.

Most of the financial planning team also holds individual chartered status, and many are Personal Finance Society fellows. The advice team is supported by client support and technical teams, also attaining or working towards chartered status. Its LIFT-Academy, which has been running for several years, takes individuals who are starting in their careers and develops them technically and personally to become chartered financial planners.  

LIFT believes in being open and transparent with their charges, which is why it does not charge advice fees based on a percentage of the value of our client’s investments. Instead, it charges fixed fees based on the time it expects to spend working for individuals and reflect their qualifications, experience and the level of service they will receive.

As a business, LIFT is committed to supporting local charities. This year it is working with children’s charity Wipe Your Tears, based in Salford. Many of the LIFT team are motivated to get involved and have completed a challenge to walk, bike or run from John o’Groats to Lands’ End as their first target.

Throughout 2021, the business has focused on innovating to improve the service and experience it can offer to clients. At start of the year, it launched The LIFT Mindset, a podcast that has experts from around their business sharing market updates and their views on what is happening in the industry.