New Member article: LIFT-Financial
Posted by lba on April 20 2010 15:21:42
Having now joined the Linlithgow Business Association I am keen to become an ‘active’ member and participate in promoting business in Linlithgow and supporting the community at large.
Following Wednesday’s (7th April) committee meeting I see that LBA are very proactive in their support of the community and each other; long may this continue.
Extended News
Having now joined the Linlithgow Business Association I am keen to become an ‘active’ member and participate in promoting business in Linlithgow and supporting the community at large.
Following Wednesday’s (7th April) committee meeting I see that LBA are very proactive in their support of the community and each other; long may this continue.
Details of the company; LIFT-Financial
LIFT-Financial is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses.
LIFT-Financial is one of fewer than 250 Chartered practices in the UK.
We offer innovative, forward thinking fee-based solutions to our clients. Whilst we do deal in financial products, we are not paid by commission as many traditional advice businesses still are. Our clients can therefore be certain that they are receiving advice which only has their best interests at heart, without the conflict of interest that commission suggests.
Recent Industry Recognised Awards include:
· Pension Adviser of the Year, 2010
· Best Use of Technology by a Corporate Adviser
We are also shortlisted for the Financial Times Best Pension and Life Adviser of the year in the UK (results in May 2010).
LBA Member Offer
In keeping with the LBA ethos, existing LBA members will be entitled to an initial consultancy for personal or business efficiencies at no cost and with no obligation (usually £500- £1,500).
For Businesses areas of assistance include:
· Employer Pension Restructure
· Employer NIC reduction
· Corporation Tax advice
· Efficient Remuneration structures for owners/directors
For Individuals areas of assistance include:
· Cashflow Analysis
· Pension, Tax and Investment guidance
· Trusts, succession and Estate planning
Recent cases include a net saving of £12,000 per annum for a small engineering firm in West Lothian and a saving of £45,000 per annum for a Law firm in Edinburgh.
Summary
I am qualified as an Advanced Financial Planner through the Chartered Institute of Insurance and a member of the Institute of Financial Planning. Please feel free to call me or email me if you ever have any questions around these or wider financial planning issues and I will be happy to provide some insight where I can.
I hope to see some of you soon at our next event.