Podcasts
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
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!
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.
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.
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