With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.

This interesting case study shows how our Mortgage Broker Rhys Edwards has been able to work with Rebecca and Maxwell over the last 6 years to secure 15 mortgages! Rhys’ hard work and quick turnaround has helped this couple compete within a very busy and competitive market.

A recent report from the Government proposes an increase to the minimum pension access age from 55 to 57. This blog aims to highlight some of the key issues you should consider to allow you to keep your retirement plan on track.

Carl explains why the price of Professional Indemnity Insurance has skyrocketed and what you can do to secure the best terms.

Only 50% of households with mortgages have life insurance; are you one of them that doesn’t? Donna Tuohy, our life insurance consultant, explains why you need to make sure you and your family are protected.

Our mortgage brokers have the knowledge, connections, and expertise to find a solution and help you get on the property ladder. David Baker, Managing Director, covers the many benefits of using LIFT-Mortgages.

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

Do you know all of the services we offer as LIFT-Financial Group? 

Progressive employers know that helping your employees with financial wellbeing leads to a happier and empowered workforce who value the support they are given. This blog explores how LIFT-WorkWise can help you deliver valuable financial education to your employees.

Growing your opportunities after retirement is very important and managing your financial situation will help. Do you have several pensions set up from previous employers? Daniel Barrett has some useful advice about the process of pension consolidation.