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.

  • David Garvey

    IRN DXG01509

    • CF30 Customer (2 Apr 2013 to 1 Apr 2015)
  • David Lloyd Hudson

    IRN DLH00032

    • CF30 Customer (28 Mar 2011 to 14 Sep 2011)
  • David William Baker

    IRN DWB01126

    • 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 23 Sep 2025)
    • CF1 Director (AR) (since 6 Mar 2020)
    • CF30 Customer (30 Mar 2012 to 11 Jul 2019)
  • Declan Davies

    IRN DXD00110

    • CF30 Customer (since 11 Mar 2021)
  • Douglas Stuart Wells

    IRN DSW00018

    • CF30 Customer (28 Mar 2011 to 1 Oct 2011)
  • Edward Backhouse

    IRN EXB00235

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2022)
    • [FCA CF] Client dealing (since 2 Feb 2022)
  • Ella Rose Davies

    IRN ERD01019

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2021)
    • CF30 Customer (12 Jun 2014 to 8 Dec 2019)
  • Eric Joseph McCann

    IRN EXM00005

    • CF30 Customer (28 Mar 2011 to 12 Jan 2012)
  • Fraser Tait

    IRN FXT01108

    • CF30 Customer (19 Feb 2013 to 26 Aug 2014)
  • Gary Stuart Crossley

    IRN GSC00027

    • CF21 Investment Adviser
    • CF10 Compliance Oversight (2 Jan 2008 to 17 Nov 2011)
    • CF11 Money Laundering Reporting (2 Jan 2008 to 17 Nov 2011)
    • CF1 Director (2 Jan 2008 to 17 Nov 2011)
    • CF30 Customer (2 Jan 2008 to 17 Nov 2011)
    • CF8 Apportionment and Oversight (2 Jan 2008 to 31 Mar 2009)
    • Responsible for Insurance Mediation (2 Jan 2008 to 17 Nov 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.

No changes recorded yet.