Our services

Financial planning

We're Chartered Financial Planners, with our Head Office in Altrincham and an office in London. We aim to help private clients and companies in the UK take control of their finances and plan for a secure future.

Life insurance

Give you and those you love financial reassurance and peace of mind by getting life cover. Our friendly, knowledgeable team can help.


Sourcing the right mortgage for your property is never an easy task but it’s what our team are best at. We offer a stress-free mortgage service with access to a wide selection of lenders.


We look after some of the best in professional sport, this is due to their trust in us to create long-term financial security and in careers that can be short, that counts for a lot.

About us

Find out more about our journey and who we are.

Contact us

Our friendly team of experts are on hand to answer your queries.

Our teams

We have a great team of people here at LIFT– find who it’s best for you to speak to.

Business & personal insurance

We’re used to dealing with the extraordinary and offer bespoke insurance for your personal and commercial needs.

Our blog

Continue reading 'Apprenticeships vs University: What's right for you?'

Apprenticeships vs University: What's right for you?

So, you’ve just got your A-level results, but what now? With a record 32.6% of 18-year olds going into higher education (UCAS, 2017), it’s easy to get sucked into the idea that University is the only option, but this route is not for everyone.  Ryan Etchells shares his experiences as an apprentice with LIFT-Financial.

Continue reading 'When is an interest-only mortgage right for a client?'

When is an interest-only mortgage right for a client?

Dave Baker, Managing Director for LIFT-Mortgages tells us more about when an interest-only mortgage is a right option.

Continue reading 'How the Ogden rate change impacts the insurance industry'

How the Ogden rate change impacts the insurance industry

According to the media, Insurers have accused the UK government of being “misleading and wholly disingenuous” in its latest decision on how compensation is set for people who are seriously injured in accidents.

3 reasons to use us

They have really taken the time to understand my needs and offer me interesting alternative investment options.

Mark L

Our awards

PFS Winners 16
L&P Adviser Firm 2016
Gold Standard Award 2016
NMA Website
Website moneyfacts
Website pfs corp black

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies