LIFT-Financial Ltd

Reference number: 471394

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When lift-financial.com first appeared online, and whether it can receive email
  • What kind of line 0161 929 2626 is, and the 6 other firms that give it
  • Who else gives the postcode WA14 1RR
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Other names (11)

If you were contacted under any of these names, it is this firm.

  • Brooks Benefits Trading name
  • Brooks Financial Trading name
  • Brooks Insurance Brokers Trading name
  • LIFT-Invest Trading name
  • LIFT-Life Trading name
  • LIFT-Lite Trading name
  • LIFT-Mortgages Trading name
  • LIFT-Tax Trading name
  • LIFT-WorkWise Trading name
  • Mortgage Advice 4U Trading name
  • Chartwell Financial Management Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06281244
Company status
Active
Company type
Private limited company
Incorporated
15 June 2007 (19 years old)
Registered office
40 Leadenhall Street, London, EC3A 2BJ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Martin James Lindsey Director Apr 1977 25 Nov 2025 5 other companies
Andrea Gertrude Martha Montague Director Apr 1975 16 Feb 2026 20 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
21
closed down
3
went insolvent
1

In the full report: all 21 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 8 on the FCA register, including one no longer authorised
  • The 4 companies these 2 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2024Small company accountsNot audited

Turnover

£5.94m

+1.1% from £5.87m

Profit before tax

£938

Up £660 from £278

Total equity

£362k

<1% from £360k

Cash at bank

£124k

+44% from £86.1k

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 06281244. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

LIFT-Financial’s history from the FCA register and Companies House, newest first.

Key events (6) All events (39)

2016

6 April 2016

  • Lift Financial Group Ltd took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

12 January 2010

  • Changed its registered name from "Chartwell Financial Management Limited"

FCA register

2008

2 January 2008

  • Became authorised by the FCA

FCA register

2007

21 December 2007

  • Regulated by the Financial Services Authority from this date

FCA register

15 June 2007

  • Incorporated at Companies House

Companies House

In the full report: all 39 events

  • All 39 events in its history (6 shown here)
  • Every director appointment and resignation: 18
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Firms connected to LIFT-Financial

Other FCA-listed firms that share a director, phone number or address with LIFT-Financial. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
11
share a director
7
share its phone number
6

In the full report: all 11 connected firms, named

  • How each is linked: shared directors (7), the same phone number (6), the same postcode (6)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like LIFT-Financial

Other firms of the same type (financial adviser), nearest first.

In Altrincham

Brookfield Financial Planning LtdAltrinchamAuthorisedCassons Financial Planning LimitedAltrinchamAuthorisedCheshire Wealth Management Ltd.AltrinchamAuthorisedConfiar Finance LimitedAltrinchamAuthorisedFellmont Wealth LtdAltrinchamAuthorisedForesight Independent Financial Planning LimitedAltrinchamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on LIFT-Financial

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 21 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 39 events in its history
  • 11 connected firms, named, and who links them

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Frequently asked questions about this firm

Is LIFT-Financial Ltd FCA authorised?
Yes, LIFT-Financial Ltd (FRN 471394) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is LIFT-Financial’s phone number and website?
The FCA register lists the phone number 0161 929 2626 and the website lift-financial.com for LIFT-Financial. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 6 other FCA firms.
Is LIFT-Financial a scam or clone?
LIFT-Financial is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with LIFT-Financial?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about LIFT-Financial to the Financial Ombudsman Service, free of charge.
Who owns LIFT-Financial?
LIFT-Financial is owned by Lift Financial Group Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs LIFT-Financial?
Companies House lists 2 directors of LIFT-Financial: Martin James Lindsey and Andrea Gertrude Martha Montague.
How long has LIFT-Financial been in business?
The company was formed on 15 June 2007, and has held its current FCA authorisation since January 2008.
What do LIFT-Financial’s latest accounts show?
Its latest accounts, to 30 June 2024, show turnover of £5.94m (+1.1% from £5.87m) and profit before tax of £938 (up £660 from £278).
Does LIFT-Financial use any other names?
It trades as Brooks Benefits, Brooks Financial, Brooks Insurance Brokers, LIFT-Invest and LIFT-Life, and 5 more names. It has previously used the name Chartwell Financial Management Limited.

Sources and links

The full report on LIFT-Financial Ltd

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