Keith's financial top tips

We have a great update from Keith Marcroft, Financial Consultant providing some of his financial top tips after over 25 years in the industry.

An update from our mortgages team

In the episode, we have David Baker and Eleanor Fish from the LIFT-Mortgages team. Dave will be providing a market update, talking about the rising rates, standard variable rates and offers some tips and guidance for people looking to buy.

With players every step of the way

This episode features Declan Davies and Alex Carroll discussing how we work with players throughout their careers and adapt their financial plans to suit the stages they are at in life. They also share some tips and guidance they often find themselves telling players.

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.

Our blog

Continue reading 'Are you underinsured and in need of an up-to-date valuation?'

Are you underinsured and in need of an up-to-date valuation?

Inflation is now rising at its fastest rate for over 40 years, we suggest that everyone should get up-to-date valuations in order to prevent disappointment with a settlement in the event of a claim. Jack Sands shares his insight...

Continue reading 'Autumn Statement Summary'

Autumn Statement Summary

Following the Chancellor Jeremy Hunt announcing the Autumn Statement yesterday in Parliament, we have a summary for you to read, which is produced by Taxbriefs. The summary features top-level details of what was reported and the measures the government has chosen to implement.

Continue reading 'Choosing a fixed rate over a tracker - the great debate'

Choosing a fixed rate over a tracker - the great debate

Since the last market crash in 2008, the mortgage market has been heavily favouring fixed-rate products. Simon Morgan tells us why tracker rates are now making an appearance too.

Joel is great, a knowledgeable and friendly advisor. He cuts through the jargon to clearly explain products and issues


We're an award-winning business

Money Marketing Awards -Best Mortgage Advice Firm 2022

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

Al’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 2019/18/17/16

Talk of Manchester Best Business Insurance Award 2018/19

Intelliflo Intelligent Office Ambassador

PFS Chartered Financial Planning Firm of the Year


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