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Financial planning

Chartered Financial Planners with a difference.

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A stress-free mortgage service with access to a wide selection of lenders.

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We look after some of the best in professional sport.

Insurance

Bespoke insurance for your personal and commercial needs.

Our blog

Continue reading 'Haulage fleet insurance cover for Crown Transport Ltd'

Haulage fleet insurance cover for Crown Transport Ltd

In this case study, we see how Carl Abbott our Commercial Account Development Executive assisted Crown Transport Ltd with finding the right haulage fleet insurance cover.

Continue reading 'The first Child Trust Funds are maturing this year'

The first Child Trust Funds are maturing this year

The first Child Trust Funds will mature in September 2020, read Sarah Wilson Trainor’s thoughts on parents/guardians having a conversation with their children about this.

Continue reading 'Access age of private pensions is rising to 57'

Access age of private pensions is rising to 57

The State Pension age is set to rise to 66 shortly and then to 67 in 2028. The Government announced last week that private pension access would rise in line with the second change to 57 at the same time.

3 reasons to use us

Working around the clock & always putting the client first, Rachael embodies everything LIFT is about; not only professionally but also personally, being available whenever needed & always being a pleasure to deal with.

Nick Hall, UHY Hacker Young Manchester LLP

Awards we've won:

Gold Standard - Independent  Financial Advice Award 2019

Highly Commended - Best Pension Adviser - Corporate Adviser Awards 2019

Gold Standard - Independent  Financial Advice Award 2018

 

 

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