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

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.
 

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

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.

Ross explains how we can use this time at home to get our finances into shape...

Suzanne McGowan, head of Employer Services at LIFT-Financial Group, gives her advice on how best to manage your finances if you've experinced some recent financial uncertainty. 

In the first couple of months of this year, markets had been building upon the momentum they had established throughout 2019. These moves, however, failed to appreciate the brewing threat the Coronavirus outbreak would have on the health of the global economy. Read more...

Due to the latest Coronavirus guidance, we believe that the socially responsible thing to do is to close our offices. As we communicated last week we are still open for business but this means that our teams are now working remotely.