Leading the way

Leading the way

“The sort of personal service that larger firms would love to emulate! Keep it up.”

D. Walker

LIFT-Financial was formed out of a desire to do things differently. To trailblaze, innovate, lead the way in the industry and have clients at the heart of every decision.

In 2007, Mike Holden and Joel Adams were directors of a traditional financial advice firm in Altrincham, South Manchester. They wanted to make changes and after a management buyout, founded LIFT-Financial with a team of eight people. Becoming a Chartered Firm, and all that it represents, was a priority from day one.

The ethos at the start was expert, professional, fee-based advice with an ethical, client-centred approach. These values helped set us apart and in 2010 we were one of the first firms to be awarded Chartered Status.

Now the business has over 70 employees, offices in Altrincham, London and Edinburgh and a group of loyal, very happy clients.

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Our Clients Say

Joel, Michael and the team have a tailored approach that works for all levels of client ranging from highly financially literate to non-finance people.

Mr C.L., Bedford

Here’s how it happened

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What next?

Our ethos today is the same as when we started. We passionately believe it's the right way to do business. The trust our clients have in us, and the responsibility that comes with that, means we'll continue to innovate, challenge and trailblaze. Always with our clients' interests at the heart of every decision.

More about the LIFT-Group of companies. 

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