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.

FAQs

We are here to answer your questions.

Click the link below to read some of our frequently asked questions. If you don't find what you are looking for, fill in our contact form, and we will be in touch. 

Our team

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

Edward Backhouse – Chartered Financial Planner

Edward Backhouse

Chartered Financial Planner

James Potter – Chartered Financial Planner

James Potter

Chartered Financial Planner

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Louie Butlin – Chartered Financial Planner

Louie Butlin

Chartered Financial Planner

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Neil Sadler – Partner

Neil Sadler

Partner

Rob Smith – Partner

Rob Smith

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Blog

Continue reading 'It is important to think about life insurance'

It is important to think about life insurance

Just 50% of households with mortgages in the UK currently have life insurance, leaving many families exposed to potential financial difficulties in times of crisis. It is important to think about life insurance, Donna explains more...

Continue reading 'Financial planning in your 40s'

Financial planning in your 40s

Financial planning becomes even more critical as you approach retirement age. Keith Marcroft explains some of the key steps to consider when creating a financial plan in your 40s.

Continue reading 'Setting financial goals'

Setting financial goals

Without a clear roadmap, it can be challenging, stressful and confusing when trying to achieve your financial goals. Working with a financial planner can help you take control of your finances. Louie Butlin explains more...

I have always found Neil to be very professional and conscientious in my dealings with him. He has a good knowledge of the complicated world of personal finance. His advice is unbiased and I believe with my best interests at heart.

John Elliot

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