LIFT-Advice

Independent Financial Adviser  LIFT-Advice Ltd, City of Edinburgh, Edinburgh, EH6 7EL
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FCA authorised
Last authorised 22nd February 2021
Multi Award Winning Financial Planners
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR David Garvey
Chartered Financial Planner
About us

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 .

Our services

· 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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

LIFT-Advice Ltd, 3 Johns Place, City of Edinburgh, Edinburgh, EH6 7EL

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