Our friendly team of experts are always on hand to help.
Our Team
- A-Z by name
- Anna Sinelnikova
- Our Board
- Senior Leadership Team
- Business Intelligence
- Compliance
- Daniel Barratt
- Daniel Cockayne
- Edward Backhouse
- Executive Support
- Finance
- HR
- Investments
- IT
- James Potter
- Joel Adams
- Jonathan Halsall
- LIFT-Advice
- LIFT-Insurance
- LIFT-Life
- LIFT-Mortgages
- LIFT-Sport
- LIFT-WorkWise
- Mark Morgan
- Marketing
- Neil Sadler
- Rob Smith
- Ross Glanfield
- Sarah Wilson-Trainor
- Technical Support Team (Paraplanning)
- Technical Support Admin Team
Mark Tueart
Managing Director
Alexander Carroll
Trainee Financial Planner (LIFT-Academy)
Brandon Challinor
Client Support Associate (LIFT-Academy)
Declan Davies
Chartered Financial Planner
Joel Adams
Founder & Chartered Financial Planner
Michelle Broadhurst
Senior Client Support Associate
Peter Iacovou
Client Support Associate (LIFT-Academy)
Sarah Wilson-Trainor
Partner
Sophie Leyland
Client Support Team Leader
Wesley Joyce
Trainee Financial Planner (LIFT-Academy)