LIFT-Advice Ltd

• Principal Place of Business

  Century House

  36 Regent Road

  Altrincham

  Cheshire

  WA14 1RR

  UNITED KINGDOM

  Phone

  +441619292626

  Web

  https://www.lift-financial.com

• Complaints Contact

  40 Leadenhall Street

  London

  EC3A 2BJ

  UNITED KINGDOM

  Phone

  +4402074996424

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Andrea Gertrude Martha Montague

  IRN AGM01167

  • SMF3 Executive Director (since 20 Feb 2026)
  • SMF1 Chief Executive (since 20 Feb 2026)
• Christopher Jordan

  IRN CXJ00260

  • SMF16 Compliance Oversight (since 15 May 2025)
• Clive John Westbrook

  IRN CJW01272

  • SMF3 Executive Director (9 Dec 2019 to 19 Sep 2025)
  • CF1 Director (1 Apr 2015 to 8 Dec 2019)
• David Garvey

  IRN DXG01509

  • CF30 Customer (1 Apr 2015 to 31 May 2019)
• Fraser Tait

  IRN FXT01108

  • CF30 Customer (1 Apr 2015 to 17 Apr 2015)
• Jillian Jones

  IRN JXJ00317

  • SMF3 Executive Director (6 Oct 2023 to 16 Feb 2026)
• Joel Matthew Adams

  IRN JMA00034

  • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 31 Jan 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 31 Jan 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 31 Jan 2025)
  • Responsible for Insurance Mediation (3 Nov 2016 to 30 Sep 2018)
  • CF10 Compliance Oversight (1 Apr 2015 to 8 Dec 2019)
  • CF1 Director (1 Apr 2015 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Apr 2015 to 8 Dec 2019)
• John Willam Mather

  IRN JWM00024

  • CF30 Customer (1 Apr 2015 to 8 Dec 2019)
• Jonathan Harvey Stubbs

  IRN JHS01077

  • SMF3 Executive Director (13 May 2025 to 16 Feb 2026)
  • [FCA CF] Manager of certification employee (4 Jan 2020 to 29 Sep 2025)
• Keith Alan Marcroft

  IRN KAM01223

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 9 Dec 2020)
  • [FCA CF] Functions requiring qualifications (since 19 Feb 2020)

• LIFT-Connect Ltd (no longer appointed)

  FRN 920606 · Appointed 3 Feb 2020 · Until 11 Feb 2020

No changes recorded yet.