Team Stories

Team Stories


Our first generation of Academy graduates

Daniel Barratt - Chartered Financial Planner

"I completed a degree in Finance and Investment Management at Northumbria and I was searching for a graduate role in finance that would involve dealing with people daily. I found LIFT-Financial and was immediately sold on both the profession and the route they would provide to becoming a Financial Planner."

Dan joined LIFT-Financial in 2012 as a Junior Administrator and has progressed to become a Chartered Financial Planner and a Fellow of the Professional Finance Society. He now works in our London office.

From Apprenticeship to Academy scheme

Ryan Etchells - Client Support Administrator

"I’d highly recommend an Apprenticeship as it gives you the opportunity to apply the things you're learning to real life scenarios, which I think is invaluable, rather than just gaining knowledge from a textbook"

Ryan joined LIFT-Financial in 2016 on an Apprenticeship, where he was working within the Servicing Support team. He is now part of the Client Support team on the Academy programme. 

Meet one of our Paraplanners

 Charlla Razi - Trainee Technical Support Analyst

"I enjoy having a case I can get into. Spending time and effort and then seeing the result is always rewarding. Seeing the impact that the planning can have for clients is a highlight. I enjoy the variety of my job and everyday being different makes work interesting for me."

Charlla joined LIFT-Financial in the Client Support team. Four years later she is a diploma qualified Paraplanner. 

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Our Clients Say

I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.

Andrew M.

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