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. 

Dan Cockayne, one of our Chartered Financial Planners explains why staying focussed on long-term goals is the key to investing. 

This short video is full of examples of clients' who we have helped to save money on their insurance renewal. If you think we could save you money, get in touch with Paul at paul.fielding@lift-insurance.com. 

At LIFT-Financial Group, we invest in the professional development of our team as we know it is important for the evolution of the business. In this interview-style blog, Louie tells us how Covid-19 has impacted his Chartered Insurance Institute exams...

Carl Abbott, Commercial Account Executive at LIFT-Insurance, tells us what his role involves and what excites him about the insurance industry, as well as what he thinks could happen to the insurance industry after Covid-19...

With the return of competitive football this month, we thought it was important to outline the impact it will have on our clients in this short video.

Paul Fielding, our Director of LIFT-Insurance, tells us about his role, how the career-ending injury insurance cover we offer is different and what challenges he and his team face when finding insurance for clients...

Sarah Wilson-Trainor explains why you should use a financial planner to understand your income needs before you settle a divorce... 

Ella Davies gives us an update on how client meetings now include Joe Wicks and cats on laptops, and the importance of communication when it comes to supporting clients...

Sarah Wilson-Trainor, one of our long-serving Chartered Financial Planners tells us about the process for claims after a death and the steps required to navigate this complex journey.