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 – Employee Benefits Associate

Adele Wakefield

Employee Benefits Associate

Alastair Cuthbert – Professional Introducer

Alastair Cuthbert

Professional Introducer

Alexander Carroll – Trainee Financial Planner (LIFT-Academy)

Alexander Carroll

Trainee Financial Planner (LIFT-Academy)

Alice Lohan Ganley – Technical Support Administrator (LIFT-Academy)

Alice Lohan Ganley

Technical Support Administrator (LIFT-Academy)

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

Anne Blakeley – Technical Support Analyst

Anne Blakeley

Technical Support Analyst

Ben Eastham – Trainee Financial Planner (LIFT-Academy)

Ben Eastham

Trainee Financial Planner (LIFT-Academy)

Ben Ryder – Client Support Associate (LIFT-Academy)

Ben Ryder

Client Support Associate (LIFT-Academy)

Brandon Challinor – Client Support Associate (LIFT-Academy)

Brandon Challinor

Client Support Associate (LIFT-Academy)

Caroline Wilson – Technical Support Analyst

Caroline Wilson

Technical Support Analyst

Charles Singlehurst – Trainee Financial Planner (LIFT-Academy)

Charles Singlehurst

Trainee Financial Planner (LIFT-Academy)

Charlla Razi – Trainee Financial Planner

Charlla Razi

Trainee Financial Planner

Chloe McNamara – Technical Support Administrator

Chloe McNamara

Technical Support Administrator

Charlotte Read – Technical Support Administrator

Charlotte Read

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 – Mortgage Case Handler

Craig Ryan

Mortgage Case Handler

Craig Rule – Protection Consultant

Craig Rule

Protection Consultant

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

Dan Thompson – Head of LIFT-Invest

Dan Thompson

Head of LIFT-Invest

Daniel Poole – Compliance Associate

Daniel Poole

Compliance Associate

David Baker – Managing Director

David Baker

Managing Director

Declan Davies – Chartered Financial Planner

Declan Davies

Chartered Financial Planner

Donna Tuohy – Client Support Manager

Donna Tuohy

Client Support Manager

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

Emily Brannon – Client Support Associate

Emily Brannon

Client Support Associate

Emma Hatfield – Marketing Manager

Emma Hatfield

Marketing Manager

Ethan Beech – Trainee Financial Planner (LIFT-Academy)

Ethan Beech

Trainee Financial Planner (LIFT-Academy)

Francesca Davies – Trainee Technical Support Analyst

Francesca Davies

Trainee Technical Support Analyst

George Edge – Trainee Financial Planner (LIFT-Academy)

George Edge

Trainee Financial Planner (LIFT-Academy)

George Swift – Account Handler (LIFT-Academy)

George Swift

Account Handler (LIFT-Academy)

Hannah Pienaar – Technical Support Analyst

Hannah Pienaar

Technical Support Analyst

Harry Feldman – Client Support Associate

Harry Feldman

Client Support Associate

Helen Hartley – Trainee Financial Planner - LIFT-Academy

Helen Hartley

Trainee Financial Planner - LIFT-Academy

Jack Sands – Account Executive

Jack Sands

Account Executive

Jack Wareing – Trainee Mortgage Case Handler

Jack Wareing

Trainee Mortgage Case Handler

Jacob Davies – Client Relationship Manager

Jacob Davies

Client Relationship Manager

Jade Brotherston – Mortgage Case Handler

Jade Brotherston

Mortgage Case Handler

James Cartwright – Investment Analyst

James Cartwright

Investment Analyst

James Potter – Chartered Financial Planner

James Potter

Chartered Financial Planner

Jessica Burke – Technical Support Administrator (LIFT-Academy)

Jessica Burke

Technical Support Administrator (LIFT-Academy)

Jill Jones – Director of Operations

Jill Jones

Director of Operations

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & 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 – Investment Administrator (LIFT-Academy)

Joshua Spender

Investment Administrator (LIFT-Academy)

Kath McGivern – Technical Administration Manager

Kath McGivern

Technical Administration Manager

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Liam Grimshaw – IT Systems Engineer

Liam Grimshaw

IT Systems Engineer

Louie Butlin – Chartered Financial Planner

Louie Butlin

Chartered Financial Planner

Louisa Buckley – Compliance Associate

Louisa Buckley

Compliance Associate

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 – Senior Account Handler

Maria Wright

Senior Account Handler

Max Hamblett – Business Analyst

Max Hamblett

Business Analyst

Man Chun Li – IT Technician

Man Chun Li

IT Technician

Maisie Chamberlain – Mortgage Administrator

Maisie Chamberlain

Mortgage Administrator

Mathew Clark – Trainee Financial Planner

Mathew Clark

Trainee Financial Planner

Michelle Broadhurst – Senior Client Support Associate

Michelle Broadhurst

Senior Client Support Associate

Michelle Thompson – Employee Benefits Manager

Michelle Thompson

Employee Benefits Manager

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Monica Hope – Client Support Associate

Monica Hope

Client Support Associate

Monica Lago Serrudo – Client Support Associate

Monica Lago Serrudo

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 – Trainee Financial Planner (LIFT-Academy)

Nathaniel Fairhurst

Trainee Financial Planner (LIFT-Academy)

Neil Sadler – Partner

Neil Sadler

Partner

Nicola Kane – HR & Facilities Manager

Nicola Kane

HR & Facilities Manager

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)

Reece Sutcliffe – Technical Support Administrator

Reece Sutcliffe

Technical Support Administrator

Rhys Edwards – Mortgage Consultant

Rhys Edwards

Mortgage Consultant

Rick Ashton – Compliance Manager

Rick Ashton

Compliance Manager

Rob Smith – Partner

Rob Smith

Partner

Ross Glanfield – Partner

Ross Glanfield

Partner

Saffia Amin – Mortgage Case Handler

Saffia Amin

Mortgage Case Handler

Scott Allen – Investment Associate

Scott Allen

Investment Associate

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

Tim Crouch – Client Support Associate

Tim Crouch

Client Support Associate

Tom Brown – Technical Support Analyst

Tom Brown

Technical Support Analyst

Tom Mannion – Technical Support Administrator (LIFT-Academy)

Tom Mannion

Technical Support Administrator (LIFT-Academy)

Victoria Vipond – Marketing Assistant

Victoria Vipond

Marketing Assistant

William Nevill – Technical Consultant

William Nevill

Technical Consultant

Wesley Joyce – Trainee Financial Planner (LIFT-Academy)

Wesley Joyce

Trainee Financial Planner (LIFT-Academy)

Yin Tsang – Client Support Associate

Yin Tsang

Client Support Associate

Zara Okoro – Technical Support Analyst

Zara Okoro

Technical Support Analyst

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