LIFT-Financial Group

Have been using LIFT, and in particular Rob Smith, for the last 6 years to manage my SIPP and more recently he has arranged a fixed term annuity. Being an extremely cautious and nervous investor living through some very challenging and volatile markets, LIFT has always been on hand to talk to and have been proactive in proving advice and recommendations to give me a more secure future, thereby giving me peace of mind. Would highly recommend.
Apr 23rd, 2023

Keith Marcroft is knowledgeable and approachable and a safe pair of hands with my investments. I`m really pleased with the service I`ve been getting from Lift.
Apr 20th, 2023

I have been a client of LIFT from its former iterations. I was introduced to Whitehead and partners in 1986, when Mike Holden was probably not born, and over the subsequent 37 years the advisers in LIFT have provided sensible, realistic and robust advice, at a reasonable cost, for my changing financial needs. They were particularly excellent with retirement planning. I like the longevity of relationships with individual advisers and the periodic updates reinforcing the message that the investment game is a long one.
Apr 1st, 2023

I have used Lift-Financial for over 15 years.They have always provided excellent advice and a high quality of personal service.
Mar 30th, 2023

Highly professional team of financial advisors with a very personal touch! I feel incredibly comfortable dealing with the LIFT team
Mar 28th, 2023