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.

  • Michael Ian Holden

    IRN MIH00001

    • CF21 Investment Adviser
    • SMF1 Chief Executive (9 Dec 2019 to 30 Sep 2025)
    • CF3 Chief Executive (11 Mar 2013 to 8 Dec 2019)
    • CF1 Director (AR) (11 Jan 2010 to 30 Sep 2025)
    • CF30 Customer (2 Jan 2008 to 17 Dec 2010)
    • CF1 Director (2 Jan 2008 to 12 Dec 2012)
  • Michael Kennedy

    IRN MXK02834

    • [FCA CF] Client dealing (9 Dec 2019 to 17 Aug 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Aug 2023)
    • CF30 Customer (12 Jul 2017 to 8 Dec 2019)
  • Michelle Ann Cracknell

    IRN MAC00004

    • CF30 Customer (18 Oct 2012 to 30 Sep 2013)
    • CF1 Director (18 Oct 2012 to 30 Sep 2013)
  • Neal Philip Hall

    IRN NXH00010

    • CF30 Customer (17 Dec 2009 to 30 May 2013)
  • Neil Alexander

    IRN NXA00056

    • CF30 Customer (1 Apr 2009 to 1 Jun 2009)
    • CF29 Significant management (25 Sep 2008 to 1 Jun 2009)
  • Neil Sadler

    IRN NXS00044

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (14 May 2009 to 8 Dec 2019)
  • Nicholas James Davis

    IRN NJD00016

    • CF30 Customer (28 Mar 2011 to 1 Oct 2011)
  • Paul Fielding

    IRN PXF01363

    • CF30 Customer (23 Jul 2012 to 5 Nov 2018)
    • CF1 Director (AR) (12 Apr 2012 to 23 Feb 2024)
  • Paul Fraser Galloway

    IRN PFG01011

    • CF30 Customer (25 Jul 2014 to 24 Apr 2015)
  • Peter David Butcher

    IRN PDB01172

    • CF30 Customer (4 Jan 2018 to 12 Jul 2018)
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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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