This blog provides an insight into our new Chartered Financial Planners, Edward Backhouse and James Potter. We look into their journey and why they decided this career was the one for them.

As we step into 2022, find out more about the many services we offer that could help you take control of your finances.

Having spent a lifetime accumulating assets out of taxed income and paying tax on interest, dividends and capital gains, the final insult is surely a demand from HMRC for 40% of the value of your taxable estate at a time when your family least need it...

This year, we have recruited many new starters, had a lot of our employees reach significant anniversary milestones with us and celebrated the 10th anniversary of The LIFT Academy! Read all about it here. 

In this video, we have David Baker talking about his experience being a Mortgage Broker for over 15 years. He shares some funny stories, the changes he has seen within the industry, and the growth of LIFT-Mortgages over the years. 

Chancellor Rishi Sunak used the Autumn Budget 2021 to invest taxpayer money in long-term plans. You can read some of the key highlights here and also download our Autumn Budget Summary.

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.

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.