Podcasts

A look into cashflow planning with Ed & James

This episode features James Potter and Edward Backhouse, Chartered Financial Planners at LIFT-Financial talking about what cashflow planning is and how it can help clients create a financial plan fit for the future.

Dave's 10 years at LIFT

David Baker, Managing Director of LIFT-Mortgages has just celebrated his 10 year anniversary at LIFT. David and Eleanor Fish look back at the past years, share some highs and lows and David also shares a mortgage market update.

Financial Planning with Footballers

We have LIFT-Sport’s first-ever podcast available now! Declan Davies and Alex Carroll talk about the importance of footballers using a financial planner, key trends within the industry and how they can help players plan for a financially secure future.

A further look into Inheritance Tax Planning

Following on from our podcast last month Ross Glanfield Partner and Chartered Financial Planner at LIFT-Financial takes a further look into inheritance tax planning and shares some of the options people have available to them. The FCA does not regulate Tax, Trusts or Estate Planning.

Our blog

Continue reading 'Take control and give your finances a LIFT'

Take control and give your finances a LIFT

Financial wellbeing is about having security and control over your finances and having the knowledge and reassurance that you have enough money to meet your needs. Take a read for some tips and guidance from Ed and James, our new Chartered Financial Planners. 

Continue reading 'You know your business best & we know Brewery Insurance'

You know your business best & we know Brewery Insurance

Here at LIFT-Insurance, our first step is to learn the nuances of your business. Following this, we personalise the insurance policy to ensure it covers your needs, is competitive and most importantly, fit for purpose. Find out more about how we can help you with Brewery Insurance.

Continue reading 'Spring Statement Summary 2022'

Spring Statement Summary 2022

A public finance boost of £25-30bn gave the Chancellor some wriggle room when he presented his Spring Statement, but how did he use it? You can read some of the key highlights here and also download our Spring Statement Summary.

Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.

Mr C.L.Bedford

We're an award-winning business

Mortgage Club L&G Awards - Best Broker Firm for Overall Quality (5 advisers and under) 2021 & 2022

Acquisition International’s Leading Adviser Awards - Leading Financial Planning Firm of the Year, Cheshire 2022

Moneyfacts Awards - Highly Commended for Broker of the Year 2021

CFI - Best Independent Financial Adviser UK 2021

Gold Standard - Independent  Financial Advice Award 2019

Talk of Manchester Best Business Insurance Award 2019

Gold Standard - Independent  Financial Advice Award 2018

 

Talk of Manchester Best Business Insurance Award 2018

Gold Standard - Independent  Financial Advice Award 2017

Intelliflo Intelligent Office Ambassador

PFS Chartered Financial Planning Firm of the Year

Gold Standard - Independent  Financial Advice Award 2016

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies