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

Edward Backhouse – Chartered Financial Planner

Edward Backhouse

Chartered Financial Planner

James Potter – Chartered Financial Planner

James Potter

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 'Could you retire earlier than planned?'

Could you retire earlier than planned?

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

Continue reading 'Take control and give your finances a LIFT'

Take control and give your finances a LIFT

Financial wellbeing is about having security and control over your finances and having the knowledge and reassurance that you have enough money to meet your needs. Take a read for some tips and guidance from Ed and James, our new Chartered Financial Planners. 

Continue reading 'Spring Statement Summary 2022'

Spring Statement Summary 2022

A public finance boost of £25-30bn gave the Chancellor some wriggle room when he presented his Spring Statement, but how did he use it? You can read some of the key highlights here and also download our Spring Statement Summary.

I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.

Andrew M.

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