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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 'LIFT-Mortgages go above and beyond: case study'

LIFT-Mortgages go above and beyond: case study

LIFT-Mortgages are willing to go the extra mile for their clients. This case study is a great example of how their dedication and experience allowed them to find a client their dream home, despite numerous setbacks. 

Continue reading 'LIFT-Insurance - how we can help with your renewal'

LIFT-Insurance - how we can help with your renewal

This short video explains how our team of experts can help you with your commercial insurance renewal. 

Continue reading 'Give your children’s financial future a LIFT'

Give your children’s financial future a LIFT

Sarah Wilson-Trainor, our Chartered Financial Planner explains why it's important to plan for your children's financial future as early as possible. 

3 reasons to use us

Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.

Mr C.L., Bedford

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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