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 'Lifetime Allowance Changes'

Lifetime Allowance Changes

After the announcements for the Spring Budget 2023, Edward Backhouse shares his thoughts about the Lifetime Allowance being abolished from April 2024 (with the Lifetime Allowance tax charge being removed from April 2023).

Continue reading 'Spring Budget Summary 2023'

Spring Budget Summary 2023

On Wednesday, Chancellor Jeremy Hunt presented his first budget. Following the update, we have a summary for you to read. The summary features top-level details of what was reported and the measures the Government has chosen to implement. It covers all the key changes, and you'll hopefully find it a useful overview.

Continue reading 'A record-breaking amount raised in 2022'

A record-breaking amount raised in 2022

Our team didn’t hold back with their charity fundraising in 2022; we had people signing up to get involved in all sorts of events to make the most money possible. Learn more about how we raised our record-breaking amount last year. 

Care fee planning can be complex so having an expert to help & advise makes life easier

LIFT-Advice

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