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.

About us

Find out more about our journey and who we are.

Sports professionals

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.

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 'What's work experience in LIFT-Mortgages really like?'

What's work experience in LIFT-Mortgages really like?

Archie King tells us about his time doing work experience with Dave Baker, Managing Director for LIFT-Mortgages

Continue reading 'Understanding what's under the bonnet'

Understanding what's under the bonnet

We are now 10 years out from the last big market event and investors may have started to forget that what goes up can also go down. The question is, by how much and could you afford to ride out a worst-case scenario? Neil Sadler explains...

Continue reading 'Is the gender pensions gap bigger than the gender pay gap?'

Is the gender pensions gap bigger than the gender pay gap?

According to some reports the gender pensions gap is more than double the gender pay gap. Ella Davies explains in her latest blog...

3 reasons to use us

My advisor or customer service contact is always at the end of an e-mail and I've always received fast and positive responses.

Peter Hughes

Our awards

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

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