Planning for your financial future

Planning for your financial future

“I am grateful to have someone with a high degree of professionalism and authority in his field.”

Mr & Mrs R.

How we help

We help our clients in several ways; by advising them on their overall financial situation and how best to plan for the future or by helping with specific advice on, for example, care home fees, equity release or pension drawdown. Talk to our team if you'd like to know more. You'll find us helpful, professional, never pushy and always willing to answer your questions. 

Quote

Our Advice Team Say

Organising your finances can bring peace of mind & confidence in the future.

LIFT-Advice

Our Advice Team

Stephen Whitby – Chartered Financial Planner

Stephen Whitby

Chartered Financial Planner

Annabel Wright – Client Support Administrator

Annabel Wright

Client Support Administrator

John Mather – Financial Planner

John Mather

Financial Planner

Sarah Hammond – Head of Risk Management

Sarah Hammond

Head of Risk Management

Work With Us

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies