LIFT-Advice Ltd

Date authorised
1 April 2015
Companies House
07536545
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Lisa Jane Marsh

    IRN LJM01160

    • CF29 Significant management (1 Apr 2015 to 5 Jun 2015)
    • CF1 Director (1 Apr 2015 to 5 Jun 2015)
    • CF28 Systems and controls (1 Apr 2015 to 5 Jun 2015)
  • Martin James Lindsey

    IRN MJL00074

    • SMF3 Executive Director (since 18 Nov 2025)
  • Matthew Smith

    IRN MXS00419

    • [FCA CF] Manager of certification employee (4 Jan 2020 to 24 May 2022)
  • Michael Ian Holden

    IRN MIH00001

    • SMF1 Chief Executive (9 Dec 2019 to 30 Sep 2025)
    • Responsible for Insurance Mediation (1 Apr 2015 to 2 Nov 2016)
    • CF3 Chief Executive (1 Apr 2015 to 8 Dec 2019)
  • Paul Fraser Galloway

    IRN PFG01011

    • CF30 Customer (24 Apr 2015 to 7 Dec 2017)
  • Richard Stephen Ashton

    IRN RSA01067

    • [FCA CF] Manager of certification employee (31 Aug 2023 to 25 Nov 2025)
  • Sarah Hammond

    IRN SLH01066

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Apr 2020)
  • Stephen Whitby

    IRN SXW00058

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2025)
    • CF30 Customer (1 Apr 2015 to 8 Dec 2019)
  • Steven Brecht

    IRN SXB00696

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 May 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • LIFT-Connect Ltd (no longer appointed)

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

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.