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...

Watch our video to find out more about some of the steps we are taking to give clients financial peace of mind during this difficult time.

Professional Paraplanner interviewed Jonny Stubbs, head of Technical Support at LIFT-Financial Group. They asked him how he's running our operations in the current crisis, how he's dealing with issues of isolation, motivation and morale and the potential effect of the current situation on businesses and the industry.