Our Blog

Welcome to LIFT-Lines - regular posts on our areas of expertise. If you'd like to talk about any of the topics we cover in relation to your personal situation, please call us and we'll be happy to help.

Our blogs are meant as general information and shouldn't be taken as advice. Before you make any major financial decisions, please talk to an expert.


Blog Posts

Continue reading 'The next generation'

LIFT-Financial The next generation

When we launched LIFT-Financial we were very clear on the type of firm we wanted to build, and that was primarily focused on being a Chartered firm and having the people on board that would have the same ethics and reach those same standards.

Continue reading 'The next generation'
Continue reading 'Another Brick in the Wall - Why we need financial education'

Tax & Planning Another Brick in the Wall - Why we need financial education

As an early adapter of the Education Champion scheme and having recently connected with a local school to take part in the initiative, I believe that this type of programme can have far-reaching positive effects not just on those individuals who take part, but on the society they enter armed with the proper tools to elevate their standing in the wider financial world. 

Continue reading 'Another Brick in the Wall - Why we need financial education'
Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'

LIFT-Financial Summer newsletter - fiscal drag, risk profiling & more

Ever wondered how 'fiscal drag' is affecting your tax bill? Or why assessing your attitude to risk is one of the first steps an adviser has to take when you're considering investment opportunities?  Our latest newsletter has concise articles on both these areas plus some others that I think are a worthwhile read.

Continue reading 'Summer newsletter - fiscal drag, risk profiling & more'
Continue reading 'You've used your ISA allowance - what's next?'

Investments You've used your ISA allowance - what's next?

With the ISA allowance now at £20,000, when an investment matures or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment over and this allowance, you may need to consider investing into funds or other investments on a direct basis.

Continue reading 'You've used your ISA allowance - what's next?'
Continue reading 'Don’t lose your pensions!'

Pensions Don’t lose your pensions!

The Pensions Dashboard - A central register would show every old pension and perhaps also a link into the State Pension, thereby giving people some inkling of what they might have in their pot now and therefore at least a clue toward how much they might have by the time they look to retire. 

Continue reading 'Don’t lose your pensions!'
Continue reading 'How can I speed up my mortgage application?'

Property How can I speed up my mortgage application?

There isn’t too much you can do to influence how fast your loan moves along the mortgage approval assembly line, but what you can do is eliminate unnecessary extra steps and delays that tend to prolong that process. Craig Ryan explains.

Continue reading 'How can I speed up my mortgage application?'
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