LIFT-Financial

We are pleased to announce that we have teamed up with independent chartered financial planners LIFT-Financial. With offices in London, Manchester and Edinburgh they are well placed to connect with members across the country.

LIFT-Financial are seasoned professionals who can help you take control of your finances, understand your options for making the most of your money, and highlight what you need to consider when planning for a financially-secure future.

Their advisers can help with:

  • Asset and cash management
  • General advice on good financial housekeeping
  • Tax guidance and compliance
  • Family protection
  • Tax efficient savings and investments
  • Estate planning

If you have any questions that you would like to discuss with one of their friendly and professional team then please email them at cla@lift-financial.com quoting your membership number.

To bring to life what LIFT-Financial advisers can offer you, they are running three seminars over the next few months which are free and open to all CLA members to sign up to.

  • Cash Flow Planning: What is the number and what does it mean for you? – Wednesday 15 September
  • The Principles of Retirement Planning – Wednesday 6 October
  • What do employees want and expect from a benefits package? – Wednesday 10 November

You can sign up for these webinars on our events page.