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
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.
How to Choose a Financial Planner
It is important to take your time when looking for a financial planner and ensure you begin your search well ahead of any significant financial decisions you'd like advice on. Ross Glanfield shares some guidance about choosing a financial planner.
New job in 2023? A perfect planning opportunity
What better time to discuss financial planning than when you’re moving jobs?
I couldn’t be more delighted with the service I’ve had from LIFT and Jonathan specifically. Over a number of years now, they have helped me tremendously and laid great foundations for my eventual retirement.