LIFT-Financial are a firm of Chartered Financial Planners with a team dedicated to the Cumbria & South Lakes region.
Financial planning isn’t just about pensions, tax and ISAs. It’s also about becoming better organised and making sure you and your family have plans in place to help make you financially secure. Our clients tell us we’re a ‘sleep at night’ solution – we give them control and peace of mind about their finances.
The team at LIFT-Financial can help you with:
- Financial Planning
- Insurance – both personal and commercial.
Meet the team
Sarah Wilson-Trainor FPFS A Chartered Financial Planner, providing holistic financial planning advice. Specialising in investments, pensions and tax planning with experience in advising on finances for those going through divorce.
Simon Morgan A CeMap qualified whole of market mortgage broker specialising in complex or high-value mortgage requirements.
Paul Fielding Advising on personal, household and motor insurance for clients requiring high value cover and commercial insurance across all industries.
If you’re unsure about your financial position, a chat or meeting with LIFT-Financial could help. An initial meeting is free of charge and can include a financial or insurance health check. Please mention Wellies & Wine when you call or email.
LIFT-Mortgages is a trading style of LIFT-Financial. LIFT-Insurance is an appointed representative of LIFT-Financial.
LIFT-Financial is authorised and regulated by the Financial Conduct Authority.