Welcome to <span>LIFT-Advice</span>

Welcome to LIFT-Advice

“Helpful, professional and transparent service.”

Mr C.

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.

Our Group

We're part of the LIFT-Financial Group who offer insurance, mortgages and financial planning for individuals, companies and sports professionals.

Our ethos

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.

Chartered Financial Planners
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Our Advice Team Say

Being a Chartered Firm is important to us and brings real benefits to our clients.

LIFT-Advice
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Have you planned for care home fees?

Our free guide will tell you more.

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Team

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.

Our Independence

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.  

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