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

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

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

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

Declan Davies – Chartered Financial Planner

Declan Davies

Chartered Financial Planner

Edward Backhouse – Trainee Financial Planner

Edward Backhouse

Trainee Financial Planner

James Potter – Trainee Financial Planner

James Potter

Trainee Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Louie Butlin – Trainee Financial Planner

Louie Butlin

Trainee Financial Planner

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 'Don’t give up on your financial resolutions for 2022!'

Don’t give up on your financial resolutions for 2022!

Have you pledged to improve your finances this year? Now we are nearing the end of January, don't let your resolutions slip, we have some tips to help you stick to achieving them!

Continue reading 'New Year’s resolution: consider early retirement'

New Year’s resolution: consider early retirement

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is 2022 the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

Continue reading 'New Year, many great services...'

New Year, many great services...

As we step into 2022, find out more about the many services we offer that could help you take control of your finances.

It's important to be open and upfront about our fees

LIFT-Advice

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