Podcasts
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.
An update from our mortgages team
In the episode, we have David Baker and Eleanor Fish from the LIFT-Mortgages team. Dave will be providing a market update, talking about the rising rates, standard variable rates and offers some tips and guidance for people looking to buy.
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.
Our blog
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.
State Pension changes
The government is introducing changes to the State Pension on 6th April 2023 which are going to affect millions of people and how much they may receive in retirement. Edward Backhouse explains some things you may need to know.
How to Choose a Financial Planner
It is important to take your time when looking for a financial planner and ensure you begin your search well ahead of any significant financial decisions you'd like advice on. Ross Glanfield shares some guidance about choosing a financial planner.
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
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