Our services

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 '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. 

Continue reading 'Commercial insurance cover for Brand Imaging'

Commercial insurance cover for Brand Imaging

In this case study, we see how Carl Abbott our Commercial Account Development Executive assisted Brand Imaging with finding the right commercial insurance cover. 

Continue reading 'Spending your money wisely, the LIFT-Sport way'

Spending your money wisely, the LIFT-Sport way

A big part of our role as financial advisers is to help our clients to spend their money wisely as well as focusing on ways they can reduce their outgoings. 


 

3 reasons to use us

Joel is great, a knowledgeable and friendly advisor. He cuts through the jargon to clearly explain products and issues

N.B.

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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