Leading the way

Leading the way

Chartered Financial Planners for Scotland and beyond.

LIFT-Advice was founded in 2011 but our individual team members have many years' experience. We are an independent firm which means we can advise our clients on products from the whole market, we are not tied to any one provider. Our advice team help clients across Scotland and beyond from our Edinburgh Head Office.

Since 2013 our firm has held Chartered status, the 'gold standard' of the advice profession. Chartered Status is an important differentiator. It means that a firm has reached a high level of standards and expertise and must follow strict ethical guidelines. The firms that wear this prestigious badge are leading the way in standards for the profession.

At LIFT-Advice we pride ourselves on our level of service and always strive to reach the highest standards of customer care. Our Financial Planners, and the team that support them, take great care to give the very best in advice and service. 

Please contact us if you'd like to meet with one of our team. An initial meeting is at our cost and is an opportunity for you to find out more about us. 


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