An exceptional team of experts

LIFT-Financial Group was formed out of a desire to do things differently. To trailblaze, innovate, lead the way in the industry and have clients at the heart of every decision.

Services we provide include financial planning, investing, mortgages, insurance, life cover, and employer services. 

We have offices in Altrincham, London and Edinburgh, with over 100 employees across our teams. 

Built to be Chartered

LIFT-Advice, LIFT-Financial and LIFT-Sport are Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future.

By working with a Chartered firm, our clients have the reassurance that they're in expert hands. Our Financial Planners are highly qualified and supported by a team providing in-depth research, technical analysis and excellent client service.

Financial planning isn't just about pensions, tax and ISAs; it's also about becoming financially better organised and working together to make sure you are on track to achieve your financial and lifestyle goals and objectives. 

The LIFT Mindset Podcast

Women shaping the future of financial planning

We have Sarah and Charlla talking about being women within the financial industry. They share their own experiences and how they have seen the industry change over the years.

Getting to know Ben Haworth with LIFT-Sport

Mark Tueart is joined by Ben Haworth, Sports Consultant. Mark welcomes Ben to the team and they discuss how he will be helping to build new professional relationships and raise our profile within the industry.

Keith's financial top tips

We have a great update from Keith Marcroft, providing some of his financial top tips after over 25 years in the industry.

Our blog

Continue reading 'Top tips for buying a home'

Top tips for buying a home

Buying a home can be a very stressful experience; however, once you finally own your home, it can make all that stress worthwhile. Here are some top tips from the LIFT-Mortgages team...

Continue reading 'What are the benefits of using a Mortgage Broker?'

What are the benefits of using a Mortgage Broker?

Our mortgage brokers have the knowledge, connections, and expertise to find a solution and help get you on the property ladder. Once you have chosen to work with us, we go through various steps to help you on your mortgage journey...

Continue reading 'Reduce your mortgage payments with an offset mortgage'

Reduce your mortgage payments with an offset mortgage

With the current market conditions, we are always looking for ways to help our clients save money. Could you reduce your mortgage payments with an offset mortgage? Rhys Edwards shares his thoughts...

Plan ahead for your retirement and start saving early in your career. If you haven't, don't panic but talk to an adviser.


We're an award-winning business

Money Marketing Awards -Best Mortgage Advice Firm 2022

L&G Mortgage Awards - Best Broker Firm for Overall Quality (5 advisers and under) 2021, 22 & 23

Al’s Leading Adviser Awards - Leading Financial Planning Firm of the Year, Cheshire 2022

Moneyfacts Awards - Highly Commended for Broker of the Year 2021

CFI - Best Independent Financial Adviser UK 2021



Gold Standard - Independent  Financial Advice Award 2019/18/17/16

Talk of Manchester Best Business Insurance Award 2018/19

Intelliflo Intelligent Office Ambassador

PFS Chartered Financial Planning Firm of the Year


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