Give your finances the LIFT they need


Built to be Chartered

We're Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future. We aim for our standards of service and advice to exceed that offered by other firms.  

By choosing a Chartered firm, our clients have the reassurance that they're in expert hands. Our Financial Planners are highly qualified and supported by a team providing in-depth research, technical analysis and excellent client service. Financial planning isn't just about pensions, tax and ISAs; it's also about becoming financially better organised and working together to make sure you are on track to achieve your financial and lifestyle goals and objectives.

About us

Our story

We are award-winning Chartered Financial Planners and this is our story.

Built to be Chartered

By choosing a Chartered firm, our clients have the reassurance that they're in expert hands.

Investor visas

We advise and facilitate investments supporting TIER 1 (Investor) Visa applications to the Home Office.

Sustainable investing

Our investment experts have a wealth of knowledge and understanding when it comes to helping you decide which funds will meet your ethical beliefs.

Our team

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

Edward Backhouse – Chartered Financial Planner

Edward Backhouse

Chartered Financial Planner

James Potter – Chartered Financial Planner

James Potter

Chartered Financial Planner

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Neil Sadler – Partner

Neil Sadler

Partner

Rob Smith – Partner

Rob Smith

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Blog

Continue reading 'Autumn Statement Summary'

Autumn Statement Summary

Following the Chancellor Jeremy Hunt announcing the Autumn Statement yesterday in Parliament, we have a summary for you to read, which is produced by Taxbriefs. The summary features top-level details of what was reported and the measures the government has chosen to implement.

Continue reading 'Staying the course'

Staying the course

We are living in challenging times at the moment, with breaking news being announced almost daily. At LIFT, we’ve seen a lot of difficult markets come and go and we can empathise with clients who may find current market conditions unsettling, Louie Butlin shares some guidance.

Continue reading 'Moving jobs - a Perfect Planning Opportunity'

Moving jobs - a Perfect Planning Opportunity

What better time to discuss financial planning than when you’re moving jobs?

From the initial contact to help me with my pension, you now handle my investments, insurance and mortgages. I have recommended you to at least 10 friends and it is great to get positive comments from them about how good you are. Thank you and keep being excellent.

DW

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