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Who are LIFT-Invest?

We are a discretionary investment management firm run by the team behind LIFT-Financial, the award-winning firm of Chartered Financial Planners.

Our Investment Committee has managed advised portfolios since 2012 for LIFT-Financial clients. Therefore, our team’s discretionary offering builds upon the knowledge and expertise already in place at LIFT and provides an additional investment option for new and existing clients.

The same high LIFT standards form the backbone of the service: transparent and fair charges, a highly qualified team and a thorough, transparent and professional approach.

 

Our Key Numbers


 

Assets Under Management

 

LIFT-Invest established

 

Clients served across the UK

 

Employees in the team

LIFT-Invest is a trading style of LIFT-Invest plc – registered in England & Wales – Company Reg Number 10144705 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR.

LIFT-Invest plc is authorised and regulated by the Financial Conduct Authority. Registration number 758465. The value of investments may go down as well as up.