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