When clients join us, they stay with us.
Their loyalty and willingness to recommend us to their colleagues, friends and family means we rarely advertise. They tell us we're different from the financial advisers and brokers they've dealt with before and you can read their comments around this site.
We help our private clients in several ways: our core financial planning service, mortgages, insurance and our specialist investor visa service for Chinese and Russian nationals. Talk to our team if you'd like to know more. You'll find us helpful, professional, never pushy and always willing to answer your questions.
Our Clients Say
The team at LIFT consistently go above and beyond the service levels I expect.
Private Client Services
Our Advice Team
Joel Adams
Founder & Chartered Financial Planner
Ella Davies
Chartered Financial Planner
Jonathan Douglas
Partner
Jonathan Halsall
Chartered Financial Planner
Sarah Wilson-Trainor
Chartered Financial Planner
Daniel Barratt
Chartered Financial Planner
Kun Liu
Chartered Financial Planner
David Baker
Partner
Suzanne McGowan
Financial Planner
Mark Morgan
Senior Financial Planner
Anna Sinelnikova
Chartered Financial Planner
Neil Sadler
Partner
Rob Smith
Chartered Financial Planner
Ross Glanfield
Partner
Michael Kennedy
Chartered Financial Planner
Anthony Kiantos
Technical Consultant
