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.

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

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Neil Sadler – Partner

Neil Sadler

Partner

Rob Smith – Partner

Rob Smith

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Blog

Continue reading 'State Pension changes'

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. 

Continue reading 'How to Choose a Financial Planner'

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.

Continue reading 'New job in 2023? A perfect planning opportunity'

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.

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