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.
 

Do you look around the market before you decide which insurance policy to choose? If not, you could save hundreds or even thousands of pounds...

Dave Baker, Managing Director of LIFT-Mortgages, answers some questions you may have about how the lockdown has affected the mortgage market in this short interview... 

Is your mortgage up for renewal or would you just like to discuss your rate? Get in touch and let our experienced team take the stress out of the process for you.

If you were told you could retire tomorrow, assured you could afford to, would you be excited, relieved, sceptical or something else? Read more...

Not all clients benefit from a standard variable rate, get in touch to see if we could save you money...