LIFT-Financial chooses AJ Bell as its primary platform
LIFT-Financial has selected AJ Bell as its primary platform provider.
LIFT-Financial, a chartered financial planner in the UK with assets under advice of £900m, has selected AJ Bell as its primary platform provider.
Under the agreement, 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 deliver technical pension and investment support to LIFT-Financial’s advisers to help them service complex client needs.
LIFT-Financial Group has 14 chartered financial planners, offering bespoke financial planning strategies for clients.
Joel Adams, one of the founding directors from LIFT-Financial, said: “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.”