LIFT-Financial is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses.
LIFT-Financial is one of fewer than 250* Chartered practices in the UK. All of our advisers are at or working towards Chartered status in their own right - there are fewer than 2,500 Chartered Financial Planners in the UK, so we already have a team which is pushing the boundaries of professional standards in financial planning. Corporate Chartered status is a further demonstration of that.
When you use a Chartered firm you are dealing with proven professionals. We are at the very top of our profession and continually seek ways to improve our service and proposition.
I am both a Chartered and Certified Financial Planner in my own right. I am the winner of the FT Financial Adviser IFA of the Year award in 2010 and the coveted PFS Chartered Financial Planner of the Year title.
I am an experienced, caring professional who is technically proficient across a wide range of disciplines. My particular specialism lies in my financial planning skills - I work on a fee basis with clients to help achieve their financial and life goals.