Who We Are
We're a Chartered Financial Planning firm working with private clients across Scotland. We help them take control of their finances and plan for a secure future.
We're part of the LIFT-Financial Group who offer insurance, mortgages and financial planning for individuals, companies and sports professionals.
Our clients come first and we never stop learning and challenging ourselves to improve. We aim for our standards of service and advice to be far higher than those of other firms.
Our Chartered Status
This is a badge we wear with pride. Chartered Status is not easy to achieve. It’s only awarded to firms that meet a challenging level of professional standards and we're one of a small minority that have reached that bar. It demonstrates that we work within a strict ethical framework, have a highly competent and knowledgeable advice team, give tailored advice, first class service and always put our clients interests first.
Our Advice Team Say
What We Do
Have you planned for care home fees?
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Meet the team
We have a great team of people at LIFT-Advice. As well as our client-facing team, we have dedicated back office and support staff all helping to make our clients happy.
We're whole of market independent advisers, which means we are not tied to any one provider. We can look across the market to find the right product for your situation.