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Financial Planners

LIFT-Financial Group

LIFTFinancial Group is a financial services company based in Altrincham, England. They specialize in providing expert financial planning services to their clients. With a team of experienced financial planners, LIFTFinancial Group is dedicated to helping their clients achieve their financial goals. They offer a range of financial services to meet the unique needs of each individual client. If you're looking for professional financial planning services, LIFTFinancial Group is the company to trust.

Introduction to LIFTFinancial Group

LIFTFinancial Group is a UK-based financial planning company that was established in 2007. The company's purpose is to provide financial services to individuals, businesses and organizations. LIFTFinancial Group is unique because it focuses on providing its customers with a personalized financial planning experience that is tailored to their specific needs. The company has a team of experienced financial planners who work closely with clients to understand their goals and provide them with the best possible financial advice.

Services & products

LIFTFinancial Group offers a wide range of financial services, including retirement planning, investment management, tax planning, insurance, and estate planning. The company's financial planners work with clients to develop customized financial plans that help them achieve their financial goals. In addition, LIFTFinancial Group also offers a variety of financial products, such as mutual funds, stocks, bonds, and annuities.

Location

LIFTFinancial Group is located in Altrincham, England, which is a suburb of Manchester. Altrincham is a vibrant and bustling town that is home to a variety of businesses, ranging from small independent shops to large multinational corporations. The town is well-connected to public transportation, with the Altrincham Interchange being the main transportation hub. The three closest public transportation options to LIFTFinancial Group are the Altrincham Metrolink Station (0.2 miles), the Altrincham Train Station (0.4 miles), and the Altrincham Bus Station (0.4 miles).

Benefits

Customers should choose LIFTFinancial Group because of the company's commitment to providing personalized financial planning services. The company's financial planners take the time to understand their clients' needs and goals, and then develop customized financial plans that help them achieve their objectives. In addition, LIFTFinancial Group has a team of experienced financial planners who are knowledgeable in all areas of financial planning, including retirement planning, investment management, tax planning, insurance, and estate planning.

Good to know

Customers should be aware that LIFTFinancial Group is a fee-based financial planning company. This means that the company charges a fee for its financial planning services, rather than earning commissions on the sale of financial products. This fee-based structure ensures that the company's financial planners are able to provide unbiased financial advice that is in the best interests of their clients.

Reviews

Customers have praised LIFTFinancial Group for its personalized approach to financial planning. They appreciate the company's commitment to understanding their individual needs and goals, and developing customized financial plans that help them achieve their objectives. Customers also appreciate the company's team of experienced financial planners, who are knowledgeable in all areas of financial planning. Overall, customers feel that LIFTFinancial Group provides excellent financial planning services that are tailored to their specific needs.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance
  • amenity
    credit counseling

FAQ

What types of financial planning services do you offer?

At LIFTFinancial Group, we offer a wide range of financial planning services including retirement planning, investment planning, estate planning, tax planning, and insurance planning. We work with our clients to create customized financial plans that meet their specific needs and goals.

How do you customize financial plans to fit individual clients?

We take a holistic approach to financial planning, which involves understanding our clients' unique financial situations, goals, and priorities. We then work closely with each client to develop a tailored financial plan that addresses their specific needs and helps them achieve their goals. We regularly review and adjust our clients' financial plans as needed to ensure they remain on track.

What are your fees and how are they structured?

Our fees for financial planning services are based on the complexity of each client's financial situation and the services provided. We provide a transparent fee schedule to each client upfront, so they know exactly what to expect. Our fees are structured as either a one-time flat fee or an ongoing retainer fee, depending on the needs of the client.

What professional qualifications do your financial planners have?

All of our financial planners hold professional qualifications and are highly experienced in their areas of expertise. Many of our planners hold advanced degrees, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA) designations. We also require our planners to participate in ongoing professional development to ensure they stay up-to-date with the latest industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

We are proud of the relationships we have built with our clients and the work we have done to help them achieve their financial goals. We are happy to provide references and testimonials from satisfied clients upon request. We also encourage potential clients to read reviews of our services online or speak with current clients to get a better understanding of the value we provide.

Reviews

  • Shirley Perry

    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.

    26-04-2023

  • Anita Scorah

    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.

    26-04-2023

  • Rupert Garth Flannery

    Prompt responses when I've had questions, with detailed consideration personalised appropriately to my investment profile. Particular strength in keeping abreast of regulatory changes.

    26-04-2023

  • Paul Emerton

    The advice of Ross Glanfield, together with support from William Nevill, brought order to a cluster of financial arrangements some years ago with efficiancy and clarity. They continue to be very helpful and, when necessary, display patient diplomacy. Importantly, their advice and help has proven wise. They are a team I am very happy to see continue providing financial advice to me.

    26-04-2023

  • Keith Havering

    LIFT-Financial were brought in by my employers to act as our pension advisers, and they have truly been a breath of fresh air. They have made the complex subject of pensions, understandable to laymen, and are always ready to help with advice on matters financial. I would recommend them highly.

    26-04-2023

  • Douglas Streatfield

    I have used LIFT-Financial Group as my IFA for many years now. Initially as financial advisors for my pension plans, but also general financial advice, insurance, help setting up a business account and a number of other helpful services. I cant speak highly enough of them as a group and particularly my advisor Ross Glanfield.

    26-04-2023

  • Uli Koall

    Highly professional team of financial advisors with a very personal touch! I feel incredibly comfortable dealing with the LIFT team

    26-04-2023

  • James Walker

    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.

    26-03-2023

  • Colin Thomson

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

    26-03-2023

  • Jed

    I came across Life Financial through work and they are very genuine and diligent advisory firm. I was taken care of by Saffia and Simon who helped my family with our mortgage application. We appreciate their hard work and perseverance as it was not an easy process negotiating with the lender. They were able to assist with the whole property lifecycle in terms of mortgage advice, life insurance and building insurance.

    26-03-2023