Women and financial planning with Sarah & Suze

Today we have Sarah and Suze talking about the topic of women and financial planning. They explore how women are often paid less in the workforce and how life events such as having children often have an impact on women’s financial well-being and their approach to finances.

Meet our Paraplanners

Delve into the day-to-day lives of our Paraplanners. In our recent podcast, we spoke to Caroline, Lisa and Rebecca about their roles and the many benefits on offer to any Paraplanners looking to start a career at LIFT.

Deadline day

After a busy January with lots of player transfers, Declan Davies and Alex Carroll talk about the challenges players face when moving clubs and the impact the tax deadline has on their financial plans.

Keith's financial top tips

We have a great update from Keith Marcroft, Financial Consultant providing some of his financial top tips after over 25 years in the industry.

Our blog

Continue reading 'Spring Budget Summary 2023'

Spring Budget Summary 2023

On Wednesday, Chancellor Jeremy Hunt presented his first budget. Following the update, we have a summary for you to read. The summary features top-level details of what was reported and the measures the Government has chosen to implement. It covers all the key changes, and you'll hopefully find it a useful overview.

Continue reading 'Who needs cyber insurance?'

Who needs cyber insurance?

Protecting your business with correct cyber cover is crucial, don't cut corners as the impact can be catastrophic. Paul Fielding explains more...

Continue reading 'A record-breaking amount raised in 2022'

A record-breaking amount raised in 2022

Our team didn’t hold back with their charity fundraising in 2022; we had people signing up to get involved in all sorts of events to make the most money possible. Learn more about how we raised our record-breaking amount last year. 

Careful planning can help you reduce your IHT bill on your estate


We're an award-winning business

Money Marketing Awards -Best Mortgage Advice Firm 2022

L&G Mortgage Awards - Best Broker Firm for Overall Quality (5 advisers and under) 2021 & 2022

Al’s Leading Adviser Awards - Leading Financial Planning Firm of the Year, Cheshire 2022

Moneyfacts Awards - Highly Commended for Broker of the Year 2021

CFI - Best Independent Financial Adviser UK 2021



Gold Standard - Independent  Financial Advice Award 2019/18/17/16

Talk of Manchester Best Business Insurance Award 2018/19

Intelliflo Intelligent Office Ambassador

PFS Chartered Financial Planning Firm of the Year


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