Podcasts

With players every step of the way

This episode features Declan Davies and Alex Carroll discussing how we work with players throughout their careers and adapt their financial plans to suit the stages they are at in life. They also share some tips and guidance they often find themselves telling players.

A look into cashflow planning with Ed & James

This episode features James Potter and Edward Backhouse, Chartered Financial Planners at LIFT-Financial talking about what cashflow planning is and how it can help clients create a financial plan fit for the future.

Dave's 10 years at LIFT

David Baker, Managing Director of LIFT-Mortgages has just celebrated his 10 year anniversary at LIFT. David and Eleanor Fish look back at the past years, share some highs and lows and David also shares a mortgage market update.

A further look into Inheritance Tax Planning

Following our previous podcast, Ross Glanfield Partner and Chartered Financial Planner at LIFT-Financial takes a further look into inheritance tax planning and shares some of the options people have available to them.

Our blog

Continue reading 'How will the high street lender view your annual bonus?'

How will the high street lender view your annual bonus?

There appears to be a few misconceptions with regards to a bonus and how your average high street lender will view annual bonus payments when making a lending decision. David Baker, Managing Director shares some of his insight...

Continue reading 'Could you retire earlier than planned?'

Could you retire earlier than planned?

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is this the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

Continue reading 'Take control and give your finances a LIFT'

Take control and give your finances a LIFT

Financial wellbeing is about having security and control over your finances and having the knowledge and reassurance that you have enough money to meet your needs. Take a read for some tips and guidance from Ed and James, our new Chartered Financial Planners. 

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.

We're an award-winning business

Mortgage Club L&G 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

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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