Bringing you live news and features since 2006 

LIFT-Financial selects AJ Bell as primary platform

RELATED TOPICS​

LIFT-Financial, a UK-based firm of chartered financial planners, has selected AJ Bell as its primary platform provider. 

LIFT-Financial has used the AJ Bell Investcentre platform for a number of years and says it has now selected it as its preferred platform because of the value it offers to clients, its breadth of investment options and the service provided by AJ Bell. These factors support LIFT-Financial’s business model and will help it to provide a cost effective; fee based financial planning service to its clients across SIPPs, ISAs and general investment accounts.
 
As part of the arrangement, AJ Bell will integrate its platform with the Intelliflo back-office system to ensure all customer transactions and portfolios are linked to LIFT-Financial’s customer database and reporting functions.  AJ Bell will also provide technical pension and investment support to LIFT-Financial’s advisers to help them service complex client needs.
 
LIFT-Financial Group, with assets under advice of £900 million, has 14 Chartered Financial Planners, providing bespoke financial planning strategies for clients, with fair and open charges.
 
Joel Adams (pictured), one of the founding directors from LIFT-Financial, says: “We conducted an extensive review of the UK platform market to find a preferred partner who could give our clients first class service, market leading custody fees and best in class technology. We have been working with AJ Bell since 2010 and in the final analysis they stood head and shoulders above the competition in all of these key areas.
 
“Our strong relationship with them was key and their willingness to invest in the continued development of their system and to improve the data they share with our back office system Intelliflo means we are confident they will be the right partner for the longer term.”
 
Fergus Lyons, managing director at AJ Bell Investcentre, comments: “We have worked with LIFT-Financial for many years so we understand what is important to them when servicing their clients.  The way they interact with our products shows that the company has a clear focus on helping people reach their investment goals and we are looking forward to an even closer working relationship to support that client service.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by