LIFT-Financial Ltd

Date authorised
1 April 2013
Companies House
06281244
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.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • 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 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 Advice (no pensions)

    For Commercial, Professional, 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.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • 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, Professional, 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.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 2 limitations
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
    • · This permission is limited to debt counselling which is provided in connection with investment advice and/or Buy to Let Mortgages.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, 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.

  • Abbie Gaul

    IRN AXG00160

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 6 Sep 2021)
  • Alexander John Carroll

    IRN AXC01215

    • CF30 Customer (since 30 Dec 2023)
  • Andrea Gertrude Martha Montague

    IRN AGM01167

    • SMF1 Chief Executive (since 20 Feb 2026)
    • SMF3 Executive Director (since 20 Feb 2026)
  • Andrew John Day

    IRN AXD00150

    • CF30 Customer (1 Jun 2010 to 27 Dec 2013)
  • Andrew Philip Towers

    IRN APT01054

    • CF30 Customer (24 Feb 2009 to 4 Dec 2009)
  • Ann-Marie Atkins

    IRN AXB02194

    • CF22 Investment Adviser (Trainee)
    • CF30 Customer (2 Jan 2008 to 15 Oct 2010)
  • Anna Mikhaylovna Sinelnikova

    IRN AMS01254

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2024)
    • CF30 Customer (1 Jun 2015 to 8 Dec 2019)
  • Benjamin Eastham

    IRN BXE00115

    • 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
    • [FCA CF] Client dealing (since 30 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 30 Mar 2026)
  • Bianca Kent

    IRN BJK01055

    • CF30 Customer (17 Jul 2013 to 10 Jan 2014)
  • Charles Drysdale Livingstone

    IRN CDL00001

    • CF30 Customer (28 Mar 2011 to 27 Dec 2011)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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