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.
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
Partner
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
Spring Budget Summary 2023
On Wednesday, Chancellor Jeremy Hunt presented his first budget. Following the update, we have a summary for you to read. The summary features top-level details of what was reported and the measures the Government has chosen to implement. It covers all the key changes, and you'll hopefully find it a useful overview.
A record-breaking amount raised in 2022
Our team didn’t hold back with their charity fundraising in 2022; we had people signing up to get involved in all sorts of events to make the most money possible. Learn more about how we raised our record-breaking amount last year.
State Pension changes
The government is introducing changes to the State Pension on 6th April 2023 which are going to affect millions of people and how much they may receive in retirement. Edward Backhouse explains some things you may need to know.
I have been a client of LIFT-Financial for over ten years now. They are responsive, thoughtful, good listeners and very professional. The entire team is pleasure to work with.