Give your finances the LIFT they need
At LIFT-Financial Group, we are a team of dedicated and experienced Chartered Financial Planners, committed to providing exceptional service and guidance to our clients. With over 100 employees across our offices in Altrincham, London, and Edinburgh, we have built a reputation for being a trusted and approachable partner in the financial industry.
Our Mission
Our goal is to empower individuals and businesses to take control of their financial futures, by providing expert advice and guidance. We believe that everyone deserves access to high-quality financial planning, regardless of their background or circumstances. Our mission is to demystify the world of finance, making it accessible and understandable for everyone.
Our Services
At LIFT-Financial Group, we offer a comprehensive range of services designed to cater to the unique needs of our clients. Our services include:
- Employee Benefits: We help individuals understand and navigate the complex world of employee benefits, providing expert guidance and advice to ensure they receive the best possible outcome.
- Financial Planning: Our experienced team of financial planners will work with you to create a personalized plan tailored to your unique financial goals and needs.
- Mortgages: Whether you're purchasing your first home or refinancing an existing property, our expert mortgage advisors will help you find the best possible deal.
- Insurance: We provide a wide range of insurance solutions, including life insurance, to help you protect your loved ones and future financial security.
- Life Cover: Our expert advisors will help you find the right level of life cover to give you peace of mind and financial security.
Why Choose Us
At LIFT-Financial Group, we pride ourselves on our commitment to excellence, transparency, and personalized service. We believe that every individual deserves a tailored approach to financial planning, and we take the time to understand your unique needs and goals.
Our People
Our team of experienced Chartered Financial Planners, managers, and support staff are dedicated to delivering exceptional service and guidance to our clients. We are proud to have a diverse and talented team, with over 50% of our employees being female.
What Our Clients Say
Our clients are at the heart of everything we do. We are proud of the positive feedback we receive from our clients, who value our expertise, guidance, and personalized service. We are committed to building long-term relationships with our clients, working together to achieve their financial goals and aspirations.
Exceptional Customer Service
Lift Financial has received an overwhelmingly positive response from its customers, with all five reviewers rating the company 5 stars. The reviewers praise the company's exceptional customer service, with David Baker and his team being described as "second to none", "amazingly quick", and "extremely prompt". The reviewers also commend the company's ability to guide them through the mortgage application process, with David Baker and his team providing clear guidance and answering questions in a timely manner.
Efficiency and Speed
The reviewers also praise the company's efficiency and speed in processing mortgage applications. One reviewer mentions that Lift Financial issued a mortgage offer within 14 days of initial contact, compared to 2.5 months with another provider. Another reviewer notes that the company was able to secure a new mortgage deal quickly when the original lender's funding fell through.
Personalised Support
The reviewers highlight the personalized support provided by David Baker and his team, with one reviewer noting that David "really cared" about their case and the team being "always on call" to answer questions. Another reviewer mentions that the company recommended great solicitors, which helped to make the process seamless.
