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
Anna Sinelnikova
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Dan Cockayne
Chartered Financial Planner
Edward Backhouse
Chartered Financial Planner
James Potter
Chartered Financial Planner
Joel Adams
Founder & Chartered Financial Planner
Jonathan Halsall
Chartered Financial Planner
Keith Marcroft
Financial Consultant
Mark Morgan
Senior Financial Planner
Michael Kennedy
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Partner
Ross Glanfield
Partner
Sarah Wilson-Trainor
Partner
Blog
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.
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.
Moving jobs - a Perfect Planning Opportunity
What better time to discuss financial planning than when you’re moving jobs?
Care fee planning can be complex so having an expert to help & advise makes life easier