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

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About LIFT-Financial Group

As Managing Director of LIFT-Mortgages, I often meet with clients who aren’t aware of the range of services we can offer here at LIFT. Many assume we are simply mortgage brokers. 

The reality is that we have many strings to our bow and trade as a number of brands including LIFT-Financial, LIFT-Insurance, LIFT-Mortgages and LIFT-Sport. Together these makes 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.

LIFT was set up by Mike Holden and Joel Adams in 2007 in Altrincham, South Manchester with just 8 employees. We have since grown into a business with over 90 employees and offices in Altrincham, London and Edinburgh. This growth is a testament to our core value which is that we put clients at the heart of every decision. 


Private Client Services:
We’re Chartered Financial Planners, helping private clients and companies 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. 

Corporate Services:
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.


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. In 2018 we arranged over £250m of asset backed lending, this figure is set to increase before the end of 2019. The bulk of our clients are high earners in the city or professional footballers meaning we specialise in 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 regards the highest producing brokers in the market with rates that your average high street lender cannot get. Our clients tend to come from other client referrals and mortgage workshop sessions we offer at some of the UK’s largest financial firms. 

LIFT-Sport was founded to offer a more personal, bespoke service to sports professionals. LIFT-Sport will be celebrating its 10th birthday in January 2020 and was set up by Mark Tueart. 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 your financial, insurance and mortgage needs?

David Baker – Latest Blog Posts

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