LIFT-Financial Group Regent Road, Altrincham WA14 1RR
About the Business
Welcome to LIFT-Financial Group, an esteemed establishment located at the heart of Altrincham, United Kingdom. We are a leading finance and insurance agency that offers quality financial planning services and solutions to individual and corporate clients. Our team of experienced and talented financial advisors are dedicated to providing personalized and professional services to our valued clients.
At LIFT-Financial Group, we believe that every individual has unique financial goals, objectives, and circumstances. This is why we take a holistic and personalized approach to financial planning, creating tailored financial solutions that help our clients achieve their financial goals. Our advisors are knowledgeable in various financial areas and specialize in pension planning, retirement planning, investment management, mortgage advice, and inheritance tax planning.
As an insurance agency, we pride ourselves on finding the best insurance solutions for our clients. We work with a variety of insurance providers to provide optimal coverage for our clients' homes, cars, health, and life insurance needs. Our team is dedicated to ensuring that our clients have the right level of protection to safeguard their assets and future.
We are conveniently located at Century House, Regent Rd, Altrincham, and we welcome our clients to visit us to discuss their financial needs. We understand that it can be challenging to navigate the world of finance and insurance. Still, at LIFT-Financial Group, we strive to make it easier for our clients. We offer a welcoming and friendly atmosphere, where our clients feel comfortable discussing their needs and concerns with our advisors.
Whether you are looking to secure your financial future or protect your assets, LIFT-Financial Group is here to help. Contact us today to book an appointment or visit our website to learn more about our services. We look forward to serving you and becoming your trusted partner on your journey towards financial wellness.
Location & Phone number
Century House, Regent Rd, Altrincham WA14 1RR, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of LIFT from its former iterations. I was introduced to Whitehead and partners in 1986, when Mike Holden was probably not born, and over the subsequent 37 years the advisers in LIFT have provided sensible, realistic and robust advice, at a reasonable cost, for my changing financial needs. They were particularly excellent with retirement planning. I like the longevity of relationships with individual advisers and the periodic updates reinforcing the message that the investment game is a long one."
"Lift-Financial have been my financial advisor and investment manager for over 13 years. The first time I met my personal advisor Ross, we put together a plan of how I could afford to leave my Corporate Job. I followed their advice and I left my Corporate job 5 years later when I was 52 years old. They have always been brilliant at managing my funds and making sure we sit down every year to review what I need to do to secure my financial future in retirement. I have had the same advisor for the 13 years, Lift Financial are the only company I would turn to for financial advice. Thank you for your service."
"Been a client of Lift Mortgages for around 4-5 years now and they never disappoint! David & Eleanor are exceptional and I would highly recommend them to anyone who is looking for help with their mortgage needs. Professional, agile and personal. You will not find a service like this anywhere else. Thank you for all hard work you do behind the scenes for your clients."
"Highly recommend David Baker and team at Lift. Have used multiple times for re-mortgages and will use again when next need mortgage. Excellent, flexible, considered and tailored customer service. Always have rates that are better than what we could get on open market. Literally have saved us thousands of pounds each time by getting open market beating interest rates."
"David Baker, Nathan Smith and the team at Lift Financial have been extraordinary! Extremely helpful, quick to respond and clear communicators, and they have gone above and beyond to help us over the past year, during what has been a very stressful house buying period. We cannot thank the team enough for everything they’ve done for us; we have been lucky to secure an excellent mortgage deal and our dream home, and it wouldn’t have been possible without the hard work and support of Lift. Thank you for your help and genuine care throughout. Kevin and Steph"
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