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Mark Morgan

Chartered Financial Planner

Mark Morgan
No hesitations at all in recommending LIFT-Financial for any help or assistance you might need with managing your personal finances, pensions etc. I have been a user of their services for the best part of a decade and continue to be impressed by their professionalism, knowledge, integrity and genuine personal interest shown in both myself and my family. I have nothing but the upmost praise for them.
By Stuart C

An experienced Financial Planner with over 20 years experience. Looking after clients across the UK.


I joined LIFT in January 2014 after spending my early career at one of the UK’s largest banks. Most of my experience has been with high net worth clients, particularly those at or near retirement. I currently look after a range of clients including City professionals in both Edinburgh and London, Directors of SMEs, retired couples and a large number of airline pilots. I am passionate about building a long and sustainable relationship with my clients. Many have been with me for over 15 years and I’ve now started to advise their children.

What gives you a LIFT?

My two little girls.

Contact details:


M: 02072833210