Our financial planning services are just that - we do not offer product related advice as the mainstay of our business - it is merely a consequence of our work. Money is a means to an end. We can help you understand the implications of the financial decisions you make on your life and your family.
Providing independent financial advice to a range of clients, LIFT-Advice and Balfour Wealth Management provde services to help you plan your future and look after you and your family.
We provide a full suite of employee benefits packages to a range of businesses, with a focus on clients in the investment management industry. In summary, we provide a “full service” for corporate pension schemes and employee benefits, including the design & deliver of member communications, Individual financial advice for employees, workplace financial services, wealth awareness briefings and much more.
LIFT-Sport is the central hub for professional sportspeople - enabling you to focus on achieving success in your sport knowing that you are working towards lasting financial security for both you and your family.
LIFT-Mortgages deliver a bespoke service for each client, sourcing the best products from the whole of the mortgage market, including some exclusive products that are only available to clients of LIFT-Mortgages due to our excellent working relationships with major UK lending institutions and private banks.
LIFT-Tax offers a range of personal tax compliance services - removing the need for you to spend that important time completing the annual return yourself.
Our services are designed primarily to save you time and effort - making things like your annual tax return a simple, pain-free process.
LIFT-Financial is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses.
We are one of few Chartered Financial Planning practices in the UK. We are pushing the boundaries of professional standards in the UK and LIFT-Financial is proud to boast its growing team of Chartered Financial Planners. We are also home to Joel Adams, Chartered Financial Planner of the Year, 2010 awarded by the Personal Finance Society.
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 financial propositions.