We are pleased to share that, subject to regulatory approval, we have reached an agreement for LIFT-Financial Group and LIFT-Invest PLC to join Brooks Macdonald. This represents an exciting step for us as we become part of a larger organisation that shares our dedication to providing the highest level of service to our clients. Brooks Macdonald, is a well-established investment management and financial planning firm listed on the London Stock Exchange. Whilst we will continue to give the same unbiased, independent advice to our clients, we will benefit from the depth of investment knowledge the extended group will have. Michael Holden and Joel Adams, our co-founders, are pictured with Andrea Montague, CEO of Brooks Macdonald, who visited our offices yesterday to personally share this exciting announcement with our team. Read more here: https://lnkd.in/dJkAxeMR #Acquisition #BrooksMacdonald #LIFT
LIFT-Financial Group
Financial Services
Altrincham, Cheshire 1,959 followers
The services we offer include Financial Planning, Mortgages, Insurance and Employee Benefits.
About us
LIFT-Financial Group can help with financial planning, mortgages, insurance and employee benefits. Now the business has over 100 employees and offices in Altrincham, London and Edinburgh and a group of loyal, very happy clients.
- Website
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http://www.lift-financial.com
External link for LIFT-Financial Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Altrincham, Cheshire
- Type
- Privately Held
- Founded
- 2007
- Specialties
- Expert private client financial planning services, Specialist staff engagement and employee benefit services, Employee share scheme financial education experts, Investor visa services for the Chinese and Russian communities, financial planning , mortgages , insurance , pensions , investment , retirement planning, and cashflow planning
Locations
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Primary
Get directions
Century House
Regent Road
Altrincham, Cheshire WA14 1RR, GB
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Get directions
7 Birchin Lane
London, EC3V 9BW, GB
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Get directions
3 John's Place
Edinburgh, GB
Employees at LIFT-Financial Group
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Maria Wright
Account Handler
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Joel Adams
Adviser to financial services industry leaders
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David Baker
Managing Director at LIFT-Mortgages. 125+ City professional client LinkedIn testimonials below. 22 year’s experience in arranging finance…
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Colette Noble
Director of Strategy at LIFT-Financial Group
Updates
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🎄 Happy holidays from LIFT-Financial Group! 🎄 Wishing all our wonderful clients a joyous and festive holiday season. Thank you for your continued support and trust in us. #HappyHolidays #FestiveSeason
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🎄 Friendly festive reminder! 🎄 Our team are on hand for any queries you may have. #HolidayHours #ChristmasReminder #FestiveSeason #BusinessHours
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🎄 'Tis the season! Here are our Christmas opening hours. We wish you all a joyful holiday season! 🎅✨ #HolidayHours #Christmas2024 #FestiveSeason #BusinessHours
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Listen to this fantastic podcast featuring Daniel Barratt FPFS, our Chartered Financial Planner, alongside other experts talking about why is now the perfect time to think about financial planning #podcast #financialplanning #newyearnewyou
Why is now the perfect time to think about financial planning? As we move into the New Year, many people are thinking about getting a head start on achieving their goals. Watch a fascinating conversation with Sir Matthew Pinsent CBE and Alex Smithies alongside our Senior Investment Director Rachael Marsden and LIFT-Financial Group CFA Daniel Barratt FPFS on how to take control of your investment journey: https://lnkd.in/e4QeiFKs #InvestmentPlanning
Why now is the perfect time to think about financial planning?
https://vimeo.com/
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Stay updated with James Cartwright's market commentary for November, where he explores the latest investment insights and market trends. This month, he explains how from September to November 2024, markets saw mixed returns with Chinese and US equities performing well due to stimulus measures and strong economic data, while European, Japanese, and UK stocks underperformed, and central banks continued lowering policy rates amid inflation concerns and political changes. Click here to read: https://lnkd.in/e6znQzAR #MarketAnalysis #InvestmentStrategy
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🌟 We're on the lookout for a Client Support Associate! 🌟 Join our friendly financial planning team and help us provide top-notch service by giving administrative support to our financial planners and their clients. If you're ready to advance your career in a supportive environment, apply now! Click here to apply: https://lnkd.in/e4-hqmNW #JobOpening #ClientSupport #FinancialPlanning #JoinOurTeam
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Helen Hall, Head of LIFT-Insurance, shares five insurance tips in her latest blog! 📝✨ Helen’s expert advice will help you make informed decisions and stay ahead in the insurance game. Whether you're a policyholder or just curious about insurance, these tips are a must-read. Don't miss out on crucial insights that can protect you and your assets. 💡🔍 Check out the blog now for all the details! 🔗 https://lnkd.in/exYNP2Bi #InsuranceInsights #MarketUpdate #StayInformed
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Stay ahead of the curve with our latest monthly mortgage update from David Baker. Discover the latest trends, tips, and insights to make informed decisions about your home financing. Click the link to read more! 🔗 https://lnkd.in/es_dMAfq #MortgageUpdate #HomeFinance
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