Our teams


Our friendly team of experts are always on hand to help.

Our Team

Abbie Gaul – Mortgage Consultant

Abbie Gaul

Mortgage Consultant

Abigail Jones – Client Support Associate

Abigail Jones

Client Support Associate

Adam Rowland-Jones – Investment Team Leader

Adam Rowland-Jones

Investment Team Leader

Adele Wakefield – Corporate Scheme Administrator

Adele Wakefield

Corporate Scheme Administrator

Alastair Cuthbert – Professional Introducer

Alastair Cuthbert

Professional Introducer

Alexander Carroll – Trainee Financial Planner

Alexander Carroll

Trainee Financial Planner

Amanda Deaville – Finance Executive

Amanda Deaville

Finance Executive

Andy Kirke – I.T. Manager

Andy Kirke

I.T. Manager

Angela Leigh – Senior Client Support Associate

Angela Leigh

Senior Client Support Associate

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Ashley Stirton – Senior Technical Support Analyst

Ashley Stirton

Senior Technical Support Analyst

Ben Eastham – Client Support Associate (LIFT-Academy)

Ben Eastham

Client Support Associate (LIFT-Academy)

Ben Ryder – Technical Support Administrator

Ben Ryder

Technical Support Administrator

Brandon Challinor – Client Support Associate (LIFT-Academy)

Brandon Challinor

Client Support Associate (LIFT-Academy)

Caroline Wilson – Trainee Technical Support Analyst

Caroline Wilson

Trainee Technical Support Analyst

Charles Singlehurst – Trainee Financial Planner

Charles Singlehurst

Trainee Financial Planner

Charlla Razi – Trainee Financial Planner

Charlla Razi

Trainee Financial Planner

Chloe McNamara – Technical Support Administrator

Chloe McNamara

Technical Support Administrator

Claire Santamaria – Client Support Associate

Claire Santamaria

Client Support Associate

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Colette Noble – Director of Strategy

Colette Noble

Director of Strategy

Craig Ryan – Trainee Mortgage Adviser

Craig Ryan

Trainee Mortgage Adviser

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

Dan Thompson – Portfolio Manager

Dan Thompson

Portfolio Manager

Daniel Poole – Compliance Administrator

Daniel Poole

Compliance Administrator

David Baker – Managing Director

David Baker

Managing Director

Declan Davies – Chartered Financial Planner

Declan Davies

Chartered Financial Planner

Donna Tuohy – Client Support Team Leader within LIFT-Financial

Donna Tuohy

Client Support Team Leader within LIFT-Financial

Edward Backhouse – Chartered Financial Planner

Edward Backhouse

Chartered Financial Planner

Eleanor Fish – Mortgage Team Manager

Eleanor Fish

Mortgage Team Manager

Ellie Harvey – Marketing Executive

Ellie Harvey

Marketing Executive

Emma Hatfield – Marketing Manager

Emma Hatfield

Marketing Manager

Ethan Beech – Technical Support Administrator

Ethan Beech

Technical Support Administrator

Francesca Davies – Trainee Technical Support Analyst

Francesca Davies

Trainee Technical Support Analyst

George Edge – Client Support Associate (LIFT-Academy)

George Edge

Client Support Associate (LIFT-Academy)

Hamish Rimmer – Trainee Mortgage Case Handler

Hamish Rimmer

Trainee Mortgage Case Handler

Jacob Davies – Investment Administrator

Jacob Davies

Investment Administrator

Jack Sands – Account Executive

Jack Sands

Account Executive

Jack Wareing – Mortgage Administrator

Jack Wareing

Mortgage Administrator

Jade Brotherston – Mortgage Case Handler

Jade Brotherston

Mortgage Case Handler

James Potter – Chartered Financial Planner

James Potter

Chartered Financial Planner

James Cartwright – Investment Administrator

James Cartwright

Investment Administrator

Jill Jones – Director of Operations

Jill Jones

Director of Operations

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Jennifer Turpin – Compliance Monitoring Officer

Jennifer Turpin

Compliance Monitoring Officer

Jonny Stubbs – Director of Risk

Jonny Stubbs

Director of Risk

Joshua Spender – Technical Support Administrator

Joshua Spender

Technical Support Administrator

Kath McGivern – Technical Administration Team Leader

Kath McGivern

Technical Administration Team Leader

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Liam Grimshaw – IT Systems Engineer

Liam Grimshaw

IT Systems Engineer

Lisa Bennett – Trainee Technical Support Analyst

Lisa Bennett

Trainee Technical Support Analyst

Louie Butlin – Trainee Financial Planner

Louie Butlin

Trainee Financial Planner

Louisa Buckley – Compliance Administrator

Louisa Buckley

Compliance Administrator

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Mark Tueart – Managing Director

Mark Tueart

Managing Director

Mary Aspinall – Executive Assistant

Mary Aspinall

Executive Assistant

Maria Wright – Account Handler

Maria Wright

Account Handler

Max Hamblett – Business Analyst

Max Hamblett

Business Analyst

Megan Carlin – Client Support Associate

Megan Carlin

Client Support Associate

Man Chun Li – IT Technician

Man Chun Li

IT Technician

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Michelle Broadhurst – Senior Client Support Associate

Michelle Broadhurst

Senior Client Support Associate

Michelle Thompson – Corporate Scheme Manager

Michelle Thompson

Corporate Scheme Manager

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Monica Hope – Client Support Associate

Monica Hope

Client Support Associate

Natalie Hayes – Client Support Associate

Natalie Hayes

Client Support Associate

Nathan Smith – Mortgage Case Handler

Nathan Smith

Mortgage Case Handler

Nathaniel Fairhurst – Investment Administrator

Nathaniel Fairhurst

Investment Administrator

Neil Sadler – Partner

Neil Sadler

Partner

Nicola Kane – HR & Facilities Manager

Nicola Kane

HR & Facilities Manager

Nicola Porter – Client Support Associate

Nicola Porter

Client Support Associate

Paul Fielding – Director - LIFT-Insurance

Paul Fielding

Director - LIFT-Insurance

Paul Dixon – Trainee Business Analyst

Paul Dixon

Trainee Business Analyst

Peter Iacovou – Client Support Associate (LIFT-Academy)

Peter Iacovou

Client Support Associate (LIFT-Academy)

Rachel Watson – Technical Support Analyst

Rachel Watson

Technical Support Analyst

Rebecca Carvell – Technical Support Analyst

Rebecca Carvell

Technical Support Analyst

Reece Ashby – Trainee Technical Support Analyst

Reece Ashby

Trainee Technical Support Analyst

Reece Sutcliffe – Technical Support Administrator

Reece Sutcliffe

Technical Support Administrator

Rhys Edwards – Mortgage Consultant

Rhys Edwards

Mortgage Consultant

Rob Smith – Partner

Rob Smith

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Saffia Amin – Mortgage Case Handler

Saffia Amin

Mortgage Case Handler

Senior Leadership Team – Jill, Colette and Jonny

Senior Leadership Team

Jill, Colette and Jonny

Simon Morgan – Mortgage Consultant

Simon Morgan

Mortgage Consultant

Sophie Leyland – Client Support Team Leader

Sophie Leyland

Client Support Team Leader

Stephen Whitby – Chartered Financial Planner

Stephen Whitby

Chartered Financial Planner

Stuart Niman – Investment Consultant (LIFT-Invest)

Stuart Niman

Investment Consultant (LIFT-Invest)

Suzanne Armstrong – Senior Client Support Associate

Suzanne Armstrong

Senior Client Support Associate

Suzanne McGowan – Director of LIFT-WorkWise

Suzanne McGowan

Director of LIFT-WorkWise

Tarryn Gorman – Technical Support Team Leader

Tarryn Gorman

Technical Support Team Leader

Tia McCartney – Client Support Associate

Tia McCartney

Client Support Associate

Tina Clegg – Technical Support Administrator

Tina Clegg

Technical Support Administrator

Tom Brown – Technical Support Analyst

Tom Brown

Technical Support Analyst

Toma Ramanauskaite – Account Handler

Toma Ramanauskaite

Account Handler

William Nevill – Technical Consultant

William Nevill

Technical Consultant

Wesley Joyce – Client Support Associate (LIFT-Academy)

Wesley Joyce

Client Support Associate (LIFT-Academy)

Yin Tsang – Client Support Associate

Yin Tsang

Client Support Associate

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