Our teams


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

Our Team

Mark Tueart – Managing Director

Mark Tueart

Managing Director

Alexander Carroll – Trainee Financial Planner (LIFT-Academy)

Alexander Carroll

Trainee Financial Planner (LIFT-Academy)

Brandon Challinor – Client Support Associate (LIFT-Academy)

Brandon Challinor

Client Support Associate (LIFT-Academy)

Declan Davies – Chartered Financial Planner

Declan Davies

Chartered Financial Planner

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Michelle Broadhurst – Senior Client Support Associate

Michelle Broadhurst

Senior Client Support Associate

Peter Iacovou – Client Support Associate (LIFT-Academy)

Peter Iacovou

Client Support Associate (LIFT-Academy)

Sophie Leyland – Client Support Team Leader

Sophie Leyland

Client Support Team Leader

Wesley Joyce – Trainee Financial Planner (LIFT-Academy)

Wesley Joyce

Trainee Financial Planner (LIFT-Academy)

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