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 'Introducing Sarah Hammond'

Introducing Sarah Hammond

Sarah shares with us her personal highlights, area of expertise and her experiences over the last 11 years working for LIFT.

Continue reading 'Is buying a property in Scotland easier?'

Is buying a property in Scotland easier?

As statistics show that the property market in Scotland is flourishing, Simon Morgan our Mortgage Consultant explains why he thinks buying in Scotland is easier.

Continue reading 'Beware the Accidental Landlord Tax'

Beware the Accidental Landlord Tax

If you have become an accidental landlord, Ross Glanfield explains how a less than accidental tax change is going to bite hard into any profits from letting from next tax year.

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

Our awards

PFS Winners 16
L&P Adviser Firm 2016
Gold Standard Award 2016
NMA Website
Website moneyfacts
Website pfs corp black

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