Our teams


Our friendly team of experts are always on hand to help.

Our Team

Adam Rowland-Jones – Investment Team Leader

Adam Rowland-Jones

Investment Team Leader

Adele Wakefield – Corporate Scheme Administrator

Adele Wakefield

Corporate Scheme Administrator

Alastair Cuthbert – Professional introducer

Alastair Cuthbert

Professional introducer

Alexander Carroll – Trainee Financial Planner

Alexander Carroll

Trainee Financial Planner

Amanda Deaville – Finance Executive

Amanda Deaville

Finance Executive

Andy Kirke – I.T. Manager

Andy Kirke

I.T. Manager

Angela Leigh – Client Support Administrator

Angela Leigh

Client Support Administrator

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Ashley Stirton – Technical Support Analyst

Ashley Stirton

Technical Support Analyst

Carl Abbott – Commercial Account Development Executive

Carl Abbott

Commercial Account Development Executive

Caroline Wilson – Senior Client Support Administrator

Caroline Wilson

Senior Client Support Administrator

Charles Butler – Trainee Financial Planner

Charles Butler

Trainee Financial Planner

Charles Singlehurst – Trainee Financial Planner

Charles Singlehurst

Trainee Financial Planner

Charlla Razi – Trainee Financial Planner

Charlla Razi

Trainee Financial Planner

Chloe McNamara – Technical Support Administrator

Chloe McNamara

Technical Support Administrator

Chris Zachariou – Client Support Administrator

Chris Zachariou

Client Support Administrator

Claire Ellin – Client Support Administrator

Claire Ellin

Client Support Administrator

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Colette Noble – Director of Strategy

Colette Noble

Director of Strategy

Craig Ryan – Trainee Mortgage Adviser

Craig Ryan

Trainee Mortgage Adviser

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Daniel Bescoby – Trainee Financial Planner

Daniel Bescoby

Trainee Financial Planner

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

David Baker – Managing Director

David Baker

Managing Director

Declan Davies – Chartered Financial Planner

Declan Davies

Chartered Financial Planner

Donna Tuohy – Client Support Team Leader within LIFT-Financial

Donna Tuohy

Client Support Team Leader within LIFT-Financial

Edward Backhouse – Trainee Financial Planner

Edward Backhouse

Trainee Financial Planner

Eleanor Fish – Mortgage Team Manager

Eleanor Fish

Mortgage Team Manager

Ella Davies – Chartered Financial Planner

Ella Davies

Chartered Financial Planner

Emma Hatfield – Marketing Manager

Emma Hatfield

Marketing Manager

Francesca Davies – Investment Administrator

Francesca Davies

Investment Administrator

Jack Sands – Account Handler

Jack Sands

Account Handler

James Mullarkey – Senior Technical Support Analyst

James Mullarkey

Senior Technical Support Analyst

James Potter – Trainee Financial Planner

James Potter

Trainee Financial Planner

Jill Jones – Director of Operations

Jill Jones

Director of Operations

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Jennifer Turpin – Senior Compliance Administrator

Jennifer Turpin

Senior Compliance Administrator

John Mather – Financial Planner

John Mather

Financial Planner

Jonny Stubbs – Director of Risk

Jonny Stubbs

Director of Risk

Josh Nelson – Trainee Financial Planner

Josh Nelson

Trainee Financial Planner

Kath McGivern – Technical Administration Team Leader

Kath McGivern

Technical Administration Team Leader

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Liam Grimshaw – IT Systems Administrator

Liam Grimshaw

IT Systems Administrator

Lisa Bennett – Client Support Administrator

Lisa Bennett

Client Support Administrator

Louie Butlin – Trainee Financial Planner

Louie Butlin

Trainee Financial Planner

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Mark Tueart – Managing Director

Mark Tueart

Managing Director

Mary Aspinall – Executive Assistant

Mary Aspinall

Executive Assistant

Max Hamblett – Technical Support Analyst

Max Hamblett

Technical Support Analyst

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Michelle Broadhurst – Client Support Administrator

Michelle Broadhurst

Client Support Administrator

Michelle Thompson – Corporate Scheme Manager

Michelle Thompson

Corporate Scheme Manager

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Natalie Hayes – Client Support Administrator

Natalie Hayes

Client Support Administrator

Nathan Smith – Mortgage Administrator

Nathan Smith

Mortgage Administrator

Neil Sadler – Partner

Neil Sadler

Partner

Nicola Kane – HR & Facilities Executive

Nicola Kane

HR & Facilities Executive

Paul Fielding – Director - LIFT-Insurance

Paul Fielding

Director - LIFT-Insurance

Rachel Watson – Trainee Technical Support Analyst

Rachel Watson

Trainee Technical Support Analyst

Rhys Edwards – Mortgage Consultant

Rhys Edwards

Mortgage Consultant

Rob Smith – Partner

Rob Smith

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Sarah Rowson – Technical Support Analyst

Sarah Rowson

Technical Support Analyst

Simon Morgan – Mortgage Consultant

Simon Morgan

Mortgage Consultant

Sophie Currie – Client Support Team Leader

Sophie Currie

Client Support Team Leader

Stephen Whitby – Chartered Financial Planner

Stephen Whitby

Chartered Financial Planner

Stuart Niman – Investment Consultant (LIFT-Invest)

Stuart Niman

Investment Consultant (LIFT-Invest)

Suzanne Armstrong – Senior Client Support Administrator

Suzanne Armstrong

Senior Client Support Administrator

Suzanne McGowan – Head of employer services

Suzanne McGowan

Head of employer services

Tarryn Gorman – Senior Technical Support Analyst

Tarryn Gorman

Senior Technical Support Analyst

Tom Brown – Technical Consultant

Tom Brown

Technical Consultant

Toma Ramanauskaite – Account Handler

Toma Ramanauskaite

Account Handler

William Nevill – Technical Consultant

William Nevill

Technical Consultant

Wesley Joyce – Technical Support Administrator

Wesley Joyce

Technical Support Administrator

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