Financial Planning

Financial Planning

“Organised the finances successfully & saved us money on a number of counts.”

Mr C.

At LIFT-Advice we're holistic financial planners. That means we'll review all your financial arrangements and see how we can best help you. This holistic approach means we can give you advice that takes into account your full financial situation, even if your immediate focus is on a particular area. Whether that's saving for school fees, planning your retirement, investing a lump sum or structuring your finances in the most tax efficient manner, we can help. 

Having a financial specialist on hand to advise and guide you brings real peace of mind. Finance can be complex and the decisions you make today will affect your future financial security. Talk to one of our team about your personal situation and we'll tell you how we can help you make the right decisions. 

Your initial meeting with us is at our cost. It's a chance for you to find out more about us and for our advisers to see how they can best help you. Get in touch via our Contact Form or call us on 0131 553 4466.


Our Advice Team Say

It's important to be open & upfront about our fees.


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