LIFT- Advice are part of the LIFT-Financial group who, in their own right, have earned the enviable reputation as the Chartered Financial Planners of the Year 2012 and 2016. It is the only firm to have been awarded the accolade twice.
Aligned with the strictest professional standards and technical ability that far exceed that of our peers, we always place our clients’ interests first and will strive to keep our proposition at the leading edge of our profession.
Focused on Wealth Creation, Preservation and Management, we utilise our knowledge and experience to achieve the best possible outcomes for our clients.
Specialties: Financial Product Charging Analysis, Pension and Investment Planning, Implementation of Investment Tax Structure .
· Fairness - we charge our clients explicit fees that are commensurate to the service that we are delivering
· Value - we aim to maximise the value for the client by delivering the service at the best price
· Client needs - we have built our propositions around what our clients need and want.
The more you know about us, the more you will want to get to know us.
LIFT-Advice Ltd, 3 Johns Place, City of Edinburgh, EH6 7EL
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