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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 'More games, more travel, more tiredness and less rest time'

More games, more travel, more tiredness and less rest time

As a result of Covid-19 players are expected to travel more, play more and take less breaks. This blog explores the impact this is having on the players and how LIFT-Insurance can help with our exclusive career-ending injury insurance. 
 

Continue reading 'Haulage fleet insurance cover for Crown Transport Ltd'

Haulage fleet insurance cover for Crown Transport Ltd

In this case study, we see how Carl Abbott our Commercial Account Development Executive assisted Crown Transport Ltd with finding the right haulage fleet insurance cover.

Continue reading 'The first Child Trust Funds are maturing this year'

The first Child Trust Funds are maturing this year

The first Child Trust Funds will mature in September 2020, read Sarah Wilson Trainor’s thoughts on parents/guardians having a conversation with their children about this.

3 reasons to use us

Plan ahead for your retirement and start saving early in your career. If you haven't, don't panic but talk to an adviser.

LIFT-Advice

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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