LIFT-Life An introduction to life insurance

We have Donna Tuohy, our Life Insurance Expert and James Potter, Trainee Financial Planner, talking about life insurance. They discuss what protection is, when you should consider getting life cover, misconceptions associated with cover, the impact Covid-19 has had on the process and protection cover via the workplace.

LIFT-Mortgages Specialist Lending

This podcast features David Baker, Managing Director of LIFT-Mortgages talking to Abbie Gaul our new Mortgage Consultant. Abbie explains the specialist lending options she now brings to the team such as bridging finance, buy-to-let mortgages and providing finance for refurbishment projects and development opportunities.

Retirement Strategy

This episode features special guest Rachel Vahey, Senior Technical Consultant at AJ Bell, discussing the topic of retirement strategy with Jonathan Halsall, Chartered Financial Planner at LIFT-Financial. The podcast will cover planning the run-up to retirement, retirement options and also accessing personal investments alongside your pensions.

An update from LIFT-WorkWise

This episode features Suzanne McGowan, Head of LIFT-WorkWise, talking about family finances. She will be discussing the basics of a financial plan, saving for children and many other areas you should consider when creating a financial plan to suit your family’s needs.

Our blog

Continue reading 'Don’t give up on your financial resolutions for 2022!'

Don’t give up on your financial resolutions for 2022!

Have you pledged to improve your finances this year? Now we are nearing the end of January, don't let your resolutions slip, we have some tips to help you stick to achieving them!

Continue reading 'New Year’s resolution: consider early retirement'

New Year’s resolution: consider early retirement

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is 2022 the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

Continue reading 'New Year, many great services...'

New Year, many great services...

As we step into 2022, find out more about the many services we offer that could help you take control of your finances.

I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.

Andrew M.

We're an award-winning business

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

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

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