LIFT-Invest Limited

Reference number: 758465

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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 brooksmacdonald.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 (2)

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

  • Brooks Invest Trading name: A name it trades under now.
  • LIFT-Invest plc Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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 (4 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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 status
Active
Company type
Private limited company
Incorporated
25 April 2016 (10 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
Andrea Gertrude Martha Montague Director Apr 1975 16 Feb 2026 20 other companies

Other companies run by its director

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
20
closed down
3
went insolvent
1

In the full report: all 20 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits 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
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2023Full accountsAudited

Profit before tax

£14.5k

From a loss of £157k

Total equity

£194k

+7.7% from £180k

Cash at bank

£119k

+46% from £81.3k

Employees (average)

0

Same as 0

The accounts for the year to 31 December 2023 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £1.47m, for the year to 31 December 2022.

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2019 to 2023
  • 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 10144705. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2026

16 February 2026

  • Board replaced: both directors left and a new director took over

Companies House

2025

31 January 2025

  • Brooks Macdonald Group PLC took control (75–100% of shares)
  • Joel Matthew Adams stopped being a part-owner
  • Michael Ian Holden stopped being a part-owner

Companies House

2024

25 October 2024

  • Changed its registered name from "LIFT-Invest plc"

FCA register

2017

1 March 2017

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

2016

26 April 2016

  • Joel Matthew Adams became a part-owner (25–50% of shares)

Companies House

25 April 2016

  • Incorporated at Companies House
  • Michael Ian Holden became a part-owner (25–50% of shares)

Companies House

In the full report: all 25 events

  • All 25 events in its history (11 shown here)
  • Every director appointment and resignation: 11
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Firms connected to LIFT-Invest

Other FCA-listed firms that share a director, phone number or address with LIFT-Invest. 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-Invest

Other firms of the same type (investment or fund manager), nearest first.

In Altrincham

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-Invest

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

  • 20 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 25 events in its history
  • 11 connected firms, named, and who links them

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Frequently asked questions about this firm

Is LIFT-Invest Limited FCA authorised?
Yes, LIFT-Invest Limited (FRN 758465) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2017 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is LIFT-Invest’s phone number and website?
The FCA register lists the phone number 0161 929 2626 and the website brooksmacdonald.com for LIFT-Invest. 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-Invest a scam or clone?
LIFT-Invest 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-Invest?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about LIFT-Invest to the Financial Ombudsman Service, free of charge.
Who owns LIFT-Invest?
LIFT-Invest is owned by Brooks Macdonald Group PLC, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 January 2025. Before that, it was controlled by Mr Joel Matthew Adams and Mr Michael Ian Holden.
Who runs LIFT-Invest?
Companies House lists one director of LIFT-Invest: Andrea Gertrude Martha Montague.
How long has LIFT-Invest been in business?
The company was formed on 25 April 2016, and has held its current FCA authorisation since March 2017.
What do LIFT-Invest’s latest accounts show?
Its latest accounts, to 31 December 2023, show profit before tax of £14.5k (from a loss of £157k) and total equity of £194k (+7.7% from £180k).
Does LIFT-Invest use any other names?
It trades as Brooks Invest. It has previously used the name LIFT-Invest plc.

Sources and links

The full report on LIFT-Invest Limited

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