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Continue reading 'You've used your ISA allowance - what's next?'

You've used your ISA allowance - what's next?

With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.

Continue reading '15 and counting'

15 and counting

This interesting case study shows how our Mortgage Broker Rhys Edwards has been able to work with Rebecca and Maxwell over the last 6 years to secure 15 mortgages! Rhys’ hard work and quick turnaround has helped this couple compete within a very busy and competitive market.

Continue reading 'There is an opportunity to lock in minimum pension age at 55'

There is an opportunity to lock in minimum pension age at 55

A recent report from the Government proposes an increase to the minimum pension access age from 55 to 57. This blog aims to highlight some of the key issues you should consider to allow you to keep your retirement plan on track.

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LIFT-Advice

We're an award-winning business

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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