Our services

Financial planning

Chartered Financial Planners with a difference.

Mortgages

A stress-free mortgage service with access to a wide selection of lenders.

Sport

We look after some of the best in professional sport.

Insurance

Bespoke insurance for your personal and commercial needs.

Our blog

Continue reading 'Using your annual bonus for your dream home...'

Using your annual bonus for your dream home...

Dave tells us how you could use your annual bonus to maximise the amount you need to borrow, so you can buy the home you've always dreamed of...   

Continue reading 'Standards. Professionalism. Trust.'

Standards. Professionalism. Trust.

Poor financial advice is an issue affecting many professional athletes; using a firm that is Chartered ensures clients will receive the highest quality of advice. 

Continue reading '3 watches, vintage cars and 18th century paintings...'

3 watches, vintage cars and 18th century paintings...

Here at LIFT-Insurance we can find you cover... whether you have unique possessions, a poor claims history or convictions we can find you a policy that's right for you!

3 reasons to use us

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.

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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