LIFT-Financial Group does more than you might think...

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Here at LIFT-Financial Group, we define ourselves as providing many services and working collaboratively as one Group of businesses. Many people aren’t actually aware of the range of services we provide here at LIFT.  

LIFT was set up by Mike Holden and Joel Adams in 2007 with just eight employees. We have since grown into a business with over 90 employees and have offices in Altrincham, London and Edinburgh. This growth is a testament to our core value which is to always put clients at the heart of everything we do.

A result of our dedication to providing a fantastic service for our clients we now have many strings to our bow and trade as a number of brands including LIFT-Financial, LIFT-WorkWise, LIFT-Advice, LIFT-Invest, LIFT-Insurance, LIFT-Mortgages and LIFT-Sport. Together these make up the LIFT-Financial Group. 

The great thing about this wide selection of services is that we can cover a variety of financial needs that clients may have. Let’s find out more about each of our brands:

We’re Chartered Financial Planners, helping private clients in the UK take control of their finances and plan for a secure future. We put a real focus on standards of service and advice. Our Chartered status means that clients can be reassured they’re in expert hands. All our financial planners are highly qualified. They’re supported by a friendly, diverse client support team which provides them with in-depth research, technical analysis and excellent client service. Financial planning isn’t all about pensions, tax and ISA’s. We help clients become financially better organised and keep them on track to achieve their financial and lifestyle goals and objectives. 

We passionately believe that firms should help employees to be financially educated and in control of their money. We give financial education seminars which cover every aspect of financial planning from ‘graduation to estate planning’. We manage all aspects of running a pensions scheme from design and implementation through to scheme governance, member communications and retirement planning. Additionally, we offer bespoke health and risk benefits. We have the in-house expertise to advise your employees to make the right choices; we’re experienced in working with high-earners and tailoring benefits to suit them. We help companies of any size, in all types of industry and across the UK.

At LIFT-Advice we're holistic financial planners. That means we'll review all your financial arrangements and see how we can best help you. This holistic approach means we can give you advice that takes into account your full financial situation, even if your immediate focus is on a particular area. Whether that's saving for school fees, planning your retirement, investing a lump sum or structuring your finances in the most tax-efficient manner, we can help.

LIFT-Invest plc is a discretionary management firm from the team behind LIFT-Financial. The demand from LIFT-Financial clients to have a discretionary investment service was the catalyst to launch LIFT-Invest in May 2017 by its founders, Joel Adams and Mike Holden and already has over £400 million in assets under management. Discretionary portfolio management can speed up the investment process, cut down paperwork and facilitate operational synergies within your portfolio. The discretionary management which LIFT-Invest offers is supported by a team of experienced, qualified investment professionals who place client outcome at the forefront of their thinking.

From Commercial Insurance for businesses to high-net-worth Personal Insurance, we cover all aspects at LIFT-Insurance. We offer clients bespoke and competitive service, giving extraordinary protection for clients and their businesses. We are unique in that we offer all insurance solutions under one roof. We also take time to visit our clients to ensure their insurance needs are met by designing bespoke insurance solutions for them. We also go the extra mile to provide security solutions to meet insurance policy requirements meaning the client has very little to do.

LIFT-Mortgages is a whole of market brokers. We’re fiercely proud of our independence. Our clients range from first-time buyers, wanting to get their feet on the ladder to high earners in the city; we even work with professional footballers. Our team of brokers have seen it all and that means we are used to diverse situations such as high-value lending and complex incomes. A lot of people feel all brokers offer the same, but LIFT are part of the “Club 13” network which provides the highest producing brokers in the market with rates that your average high street lender cannot get. 

LIFT-Sport was founded to offer a more personal, bespoke service to sports professionals. LIFT-Sport celebrated its 10th birthday in January 2020. We support our clients by offering a full financial planning service to help them grow and protect their wealth.  We’ve been looking after some of the best in professional sport for many years. Our advisers help prevent young footballers from making negative financial decisions that will impact them greatly in retirement. The players we look after trust us to create long-term financial security for themselves and their families. 

In summary, why not consider us for all of your financial, insurance and mortgage needs?



The value of investments may go down as well as up.
Your home may be repossessed if you do not keep up repayments on your mortgage. 

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