LIFT-Financial Group - Altrincham

Address: Century House, Regent Rd, Altrincham WA14 1RR, United Kingdom.
Phone: 1619292626.
Website: lift-financial.com
Specialties: Financial consultant, Financial planner, Insurance broker, Investment service, Mortgage broker, Tax consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 92 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of LIFT-Financial Group

☎️1619292626

⏰ Open Hours of LIFT-Financial Group

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of LIFT-Financial Group, designed to be helpful and informative, formatted as requested:

Introduction to LIFT-Financial Group

LIFT-Financial Group is a highly regarded independent financial services provider based in Altrincham, United Kingdom. They operate from their headquarters at Century House, Regent Rd, Altrincham WA14 1RR, and can be contacted directly at Phone: 1619292626. Their website, Website: lift-financial.com, offers a wealth of information and online resources for prospective clients. The company distinguishes itself through a broad range of specialized services, catering to diverse financial needs.

Core Specializations

LIFT-Financial Group’s core competencies encompass a significant spectrum of financial expertise. They function as a dedicated Financial Consultant, guiding clients through complex financial decisions. As a skilled Financial Planner, they develop tailored strategies to achieve long-term goals. Furthermore, they operate as a certified Insurance Broker, securing appropriate coverage to protect assets and individuals. Investment Services are a key offering, assisting clients in building and managing portfolios. The team also provides comprehensive Mortgage Broker services, streamlining the often-challenging mortgage application process. Finally, they offer expert Tax Consultant services, assisting clients with tax planning and compliance.

Location and Accessibility

The physical location at Century House is strategically situated in Altrincham, a well-connected area of Greater Manchester. It's important to note that the office is designed with accessibility in mind. They offer a Wheelchair Accessible Entrance, Wheelchair Accessible Parking, and a Wheelchair Accessible Restroom, demonstrating a commitment to inclusivity. Online appointments further enhance convenience for clients.

Client Feedback & Reputation

LIFT-Financial Group consistently receives positive feedback, as evidenced by the 92 reviews on Google My Business, with an impressive Average Opinion of 5/5. Client testimonials suggest a strong emphasis on personalized service and expert guidance. It’s clear that the team, including individuals like Rhys and Jack, and David Baker and his team, prioritize client needs and build strong relationships. The company’s proactive approach, particularly during the mortgage application process, where they capitalized on favorable interest rate changes and adeptly navigated potentially difficult situations, is frequently praised. The focus on being fully engaged throughout the process is a recurring theme in client comments.

Additional Points of Interest

Onsite Services: Clients can benefit from comprehensive support within the office environment.

Recommendation

For individuals seeking a trustworthy and knowledgeable financial partner, LIFT-Financial Group presents an excellent choice. Their diverse range of services, combined with their commitment to accessibility and a demonstrably high level of client satisfaction, makes them a valuable resource. We strongly encourage potential clients to explore their offerings further via their website: lift-financial.com. Contacting them directly through their phone number – 1619292626 – is the first step towards securing a brighter financial future.

👍 Reviews of LIFT-Financial Group

sophie W.

5/5

Rhys and Jack were both great - always on hand if we needed anything.

We were both first time buyers so were not familiar with how to apply for a mortgage or where to even start. The process was made much easier thanks to them!

Dipak H.

5/5

Amazing service from David Baker and his team including Nathan Smith. Fully engaged throughout the process, taking advantage of improving mortgage rates between initial offer and exchange and helping us deal with a potentially tricky situation just prior to exchange. Thanks so much for your expertise and straightforward approach.

David W.

5/5

I cannot recommend James Potter and his team highly enough. Initially I was dubious about using an independent financial advisor as the costs seemed so high. Thank goodness I did as they got me a deal well in excess of what I could achieve independently. I was updated regularly and they took care of all the paperwork and processes involved in getting multiple pots consolidated. They then negotiated the best deal with an annuity provider which we had agreed was the best option for me. These guys are professional, courteous and very knowledgeable and I'm so glad I found them.

Jordan K.

5/5

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.

Vikram B.

5/5

Pleasure working with Simon and the LIFT team. Simon has a deep understanding of the process, always thinks ahead, goes the extra mile to deliver a great client experience and follows up to make sure everything is going to plan. I would recommend him to first time buyers, experienced investors and re-mortgage candidates, alike because he knows how to find the best rates and lenders at any given point in time. Having gone through multiple processes over the years, we have stuck with him and have recommended many of our friends, family members, colleagues, and even neighbors.

Helen T.

5/5

Rhys and Nathan at Lift Mortgages were great. My mortgage ended up being very complicated with income coming from salary, maintenance and then a childcare fund. They took time before application to check out my affordability and then worked tirelessly to get me the amount I needed. This involved a lot of work with relationship managers as the underwriter was inflexible. Rhys took my calls, responded to emails promptly, explained everything in detail and considered all options for me. I know I wouldn't have got the mortgage I needed without a broker from a well established, large company and Rhys' expertise in more complicated mortgages really paid off. I would and have highly recommended them and will definitely be back in 18 months to remortgage with them.

Jack A.

5/5

Me and my wife have been clients of LIFT for just over two years now and couldn't be happier with the professional service we are given time and time over. Craig and Rhys our morgage brokers go above and beyond to get us the best deal possible, and make a completely stress free situation, whilst James our life insurance broker is Brilliant himself and equally can't do enough to help. We Would definitely recommend this company, you won't be disappointed.

Dr P. H.

5/5

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.