LIFT-Financial
LIFT-Financial is a team of Chartered Financial Planners that assists private clients and companies in the UK with financial management and future planning. They provide various financial solutions.
- Mortgages
- Insurance
- Life cover
- Investment management
- Employee benefits advice
- Bespoke financial planning
Locations
Digital Popularity
Popularity over time
Competitors
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
AKFP Group is a chartered financial planning firm based in Lisburn, Northern Ireland, dedicated to helping clients achieve their financial goals through comprehensive life planning.
Laurus Associates is a Chartered Financial Planning firm that offers independent financial advice tailored to individual and corporate needs.
Company Details
LIFT-Financial is operated by Lift-Financial Group Ltd and is a Active company incorporated on 15 June 2007 with the registered office located in Altrincham, Greater Manchester. Lift-Financial Group Ltd was registered 18 years ago.
Status
Active
Size
Unreported
Directors
7
Age
18 years old
Employees
65
Turnover
£5.73M
Total Assets
£795.94K
Cash in Bank
£252.7K
Total Liabilities
-£642.39K
Teams
70
39
29
13
13
9
8
Shareholding Director • Joined Jun 2007
Partner • Joined Jan 2014
Finance Executive • Joined Jul 2007
Marketing Manager • Joined Dec 2018
Partner And Chartered Financial Planner • Joined Jan 2009
Group Scheme Manager
Client Relationship Manager • Joined Jun 2024
Client Support Manager • Joined Apr 2023
Technical Administration Manager • Joined Sep 2017
Director Of Strategy • Joined Jan 2021
Shareholding Director • Joined Jun 2007
Partner • Joined Jan 2014
Finance Executive • Joined Jul 2007
Marketing Manager • Joined Dec 2018
Partner And Chartered Financial Planner • Joined Jan 2009
Group Scheme Manager
Client Support Manager • Joined Apr 2023
Technical Administration Manager • Joined Sep 2017
Director Of Strategy • Joined Jan 2021
Director Of Operations • Joined Jan 2021
Technical Administration Manager • Joined Sep 2017
Technical Support Administrator
Technical Support Administrator • Joined Aug 2021
Technical Support Administrator • Joined Oct 2022
IT Systems Administrator • Joined Dec 2018
Technical Support Administrator • Joined Aug 2018
Technical Consultant • Joined Sep 2015
Technical Consultant • Joined Jan 2018
Techical Support Analyst • Joined Jul 2024
Technical Support Analyst • Joined Oct 2023
Client Relationship Manager • Joined Jun 2024
Client Support Manager • Joined Apr 2023
Client Support Administrator • Joined Feb 2018
Client Support Administrator • Joined Dec 2020
Client Support Associate • Joined Sep 2021
Client Support Associate • Joined Feb 2023
Client Support Associate • Joined Sep 2021
Senior Client Support Administrator • Joined Jul 2015
Senior Client Support Administrator • Joined Jun 2015
Account Handler • Joined Mar 2022
Finance Executive • Joined Jul 2007
Partner And Chartered Financial Planner • Joined Jan 2009
Group Scheme Manager
Head Of Mortgages / Financial Planner • Joined Mar 2012
Mortgage Administrator
Business Analyst • Joined Jun 2021
Business Analyst • Joined Mar 2022
Mortgage Consultant
Mortgage Consultant • Joined Jun 2016
Account Handler • Joined Mar 2022
Marketing Manager • Joined Dec 2018
Client Relationship Manager • Joined Jun 2024
Client Support Manager • Joined Apr 2023
Client Support Associate • Joined Sep 2021
Client Support Associate • Joined Feb 2023
Client Support Associate • Joined Sep 2021
Marketing Assistant • Joined Nov 2023
Account Handler • Joined Mar 2022
Account Handler
Compliance Associate • Joined Jun 2022
Data & Systems Administrator • Joined Apr 2024
Compliance Monitoring Officer • Joined Jan 2022
Technical Support Analyst (Paraplanner) • Joined Sep 2023
Financial Planning Graduate Scheme • Joined Mar 2016
Lift Financial • Joined May 2023
LIFT-Academy • Joined Jun 2024
LIFT-Academy • Joined Jul 2022
View 70 members