When we launched LIFT-Financial we were very clear on the type of firm we wanted to build, and that was primarily focused on being a Chartered firm and having the people on board that would have the same ethics and reach those same standards.

Ever wondered how 'fiscal drag' is affecting your tax bill? Or why assessing your attitude to risk is one of the first steps an adviser has to take when you're considering investment opportunities?  Our latest newsletter has concise articles on both these areas plus some others that I think are a worthwhile read.

Financial advisers come in all shapes and sizes. How do you choose the right one for you? Asking the right questions is the first step.

We're always looking for new people to join our growing team here at LIFT. Our values, combined with a talented team and exciting career prospects makes being a Paraplanner with us a great opportunity.

The latest news from LIFT-Financial including articles on auto-enrolment, investing for children and New Year financial resolution ideas.

The latest news from LIFT-Financial including articles on phasing retirement, Lifetime ISAs and IHT.

It’s inevitable that the evolution of FinTech and artificial intelligence will redefine many professions, not just that of financial advisers, but it’s my strong belief that it will not make the best of our profession redundant. 

It's always nice to get recognition and we're celebrating two national award wins in the past fortnight. 

Our latest graduate recruits and why we train young talent in-house to be the chartered advisers of the future.

Your Financial Planner needs to know your life hopes and dreams. Choose carefully and find the person you feel comfortable with.