Our services

Financial planning

We're Chartered Financial Planners, with our Head Office in Altrincham and an office in London. We aim to help private clients and companies in the UK take control of their finances and plan for a secure future.

Life insurance

Give you and those you love financial reassurance and peace of mind by getting life cover. Our friendly, knowledgeable team can help.


Sourcing the right mortgage for your property is never an easy task but it’s what our team are best at. We offer a stress-free mortgage service with access to a wide selection of lenders.


We look after some of the best in professional sport, this is due to their trust in us to create long-term financial security and in careers that can be short, that counts for a lot.

About us

Find out more about our journey and who we are.

Contact us

Our friendly team of experts are on hand to answer your queries.

Our teams

We have a great team of people here at LIFT– find who it’s best for you to speak to.

Business & personal insurance

We’re used to dealing with the extraordinary and offer bespoke insurance for your personal and commercial needs.

Our blog

Continue reading 'How secure is your home, really?'

How secure is your home, really?

With winter months seeing an increase in burglaries, Paul Fielding, Director of LIFT-Insurance, explains what he can do to help safety proof your home. 

Continue reading 'All I want for Christmas...'

All I want for Christmas...

Craig fills us in on what he wants for Christmas and how purchasing a property is the biggest investment we are likely to make! 

Continue reading 'LIFT-Financial Group, does more than you might think...'

LIFT-Financial Group, does more than you might think...

Dave Baker, Managing Director of LIFT-Mortgages, highlights the variety of financial needs LIFT-Financial Group are able to fulfil for clients. 

3 reasons to use us

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


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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