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.

About us

Our story

We are award-winning Chartered Financial Planners and this is our story.

Built to be Chartered

By choosing a Chartered firm, our clients have the reassurance that they're in expert hands.

Investor visas

We advise and facilitate investments supporting TIER 1 (Investor) Visa applications to the Home Office.

Sustainable investing

Our investment experts have a wealth of knowledge and understanding when it comes to helping you decide which funds will meet your ethical beliefs.

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

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

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 'A summary of the Government's new energy costs plan'

A summary of the Government's new energy costs plan

This week Prime Minister Liz Truss announced preliminary details of how the government plans to deal with the energy price crisis. We have a summary to help you understand what's on offer.

Continue reading 'Why am I still working?'

Why am I still working?

If someone was able to prove you could afford to shake off the shackles of employment and live your best life without ever working again, would you listen? If you answered “yes”, take a read...

Continue reading 'Could you retire earlier than planned?'

Could you retire earlier than planned?

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is this the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

My wife and I feel we are in very good and safe hands and Sarah Wilson-Trainor and team inspires total trust which is the most important requirement.

AW

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies