LIFT-Invest

LIFT-Invest is a discretionary investment management firm that operates under LIFT-Financial, a firm of Chartered Financial Planners. The firm provides investment management services to both new and existing clients.
  • Portfolio management
  • Financial planning services
  • Discretionary investment management

Size
Small
Phone
N/A
Email
N/A
Locations
Century House, Regent Rd, WA14 1RR
01619292626
Digital Popularity
Social Media
Competitors
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Barclays Wealth Management
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Suttons IFA
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Company Details
LIFT-Invest is operated by Lift-Invest Limited and is a Active company incorporated on 25 April 2016 with the registered office located in Altrincham, Greater Manchester. Lift-Invest Limited was registered 9 years ago.

Status
Active
Size
Micro
Directors
8
Age
9 years old
Employees
Unreported
Turnover
£1.5M
Total Assets
£528.41K
Cash in Bank
£118.77K
Total Liabilities
-£334.18K

Director • Chartered Accountant • British • Lives in UK • Born in May 1981
Director • British • Lives in UK • Born in Feb 1968
Director • Director Of Strategy • British • Lives in England • Born in Aug 1983
Director • Chartered Financial Planner • British
Director • Director Of Risk • British • Lives in England • Born in Nov 1978
Director • Secretary • Chartered Accountant • British • Lives in England • Born in Jan 1956
Teams
All
8
Finance
6
Leadership
1
Other
1
Finance Executive • Joined Mar 2017
Associate Portfolio Manager • Joined Sep 2024
Head Of LIFT-Invest • Joined May 2023
Investment Analyst • Joined Jan 2025
Investment Consultant • Joined Mar 2023
Investment Consultant • Joined Oct 2019
Investment Committee • Joined Mar 2017
Board Member • Joined Nov 2022
Finance Executive • Joined Mar 2017
Associate Portfolio Manager • Joined Sep 2024
Investment Analyst • Joined Jan 2025
Investment Consultant • Joined Mar 2023
Investment Consultant • Joined Oct 2019
Investment Committee • Joined Mar 2017
Board Member • Joined Nov 2022
Head Of LIFT-Invest • Joined May 2023