# Lift-Financial Group Ltd

## Details

- **Company number:** [06281490](https://find-and-update.company-information.service.gov.uk/company/06281490)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 15 Jun 2007
- **Registered office:** 40 LEADENHALL STREET, LONDON, EC3A 2BJ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Brooks Macdonald Group PLC](/group/16661) (18 companies)


## Previous names

- Chartwell Financial Group Ltd (until 7 Jan 2010)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ALEXANDER, Neil | director | 7 Jul 2008 | 1 Jun 2009 |
| CROSSLEY, Gary Stuart | director | 15 Jun 2007 | 24 Nov 2011 |
| CROSSLEY, Gary Stuart | secretary | 15 Jun 2007 | 24 Nov 2011 |
| CRACKNELL, Michelle Ann | director | 1 Oct 2012 | 1 Oct 2013 |
| MARSH, Lisa Jane | director | 24 Nov 2011 | 5 Jun 2015 |
| MARSH, Lisa | secretary | 24 Nov 2011 | 5 Jun 2015 |
| WESTBROOK, Clive John | secretary | 5 Jun 2015 | 31 Jan 2025 |
| ADAMS, Joel Matthew | director | 15 Jun 2007 | 31 Jan 2025 |
| WESTBROOK, Clive John | director | 1 May 2013 | 18 Sep 2025 |
| HOLDEN, Michael Ian | director | 15 Jun 2007 | 1 Oct 2025 |
| MORGAN, Laura | secretary | 31 Jan 2025 | 16 Feb 2026 |
| LINDSEY, Martin James | director | 1 Oct 2025 |  |
| JONES, Katherine Louise | director | 31 Jan 2025 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Michael Ian Holden | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 | 31 Jan 2025 |
| Mr Joel Matthew Adams | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 | 31 Jan 2025 |
| Brooks Macdonald Group Plc | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 31 Jan 2025 |  |



## Accounts

| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 Dec 2023 | £5,730,905 | £153,548 | £252,697 | 63 |
| 31 Dec 2022 | £5,289,894 | £191,611 | £288,921 | 67 |
| 31 Dec 2021 | £5,821,991 | £221,609 | £798,759 | 72 |
| 31 Dec 2020 | £5,238,449 | £264,996 | £235,651 | 76 |
| 31 Dec 2019 | £6,324,379 | £271,720 | £386,514 | 73 |



## Owned by

Lift-Financial Group Ltd → [Brooks Macdonald Group PLC](/company/04402058)



## Controls

- [Lift-Mortgages Limited](/company/06717683) (06717683)
- [Lift-Sport Limited](/company/06943814) (06943814)
- [Lift-Tax Limited](/company/06739577) (06739577)
- [Lift-Workwise Limited](/company/06844775) (06844775)



## Directors' other companies

- [JONES, Katherine Louise](/person/5535470) - director at [Levitas Investment Management Services Limited](/company/07692055)
- [JONES, Katherine Louise](/person/5535470) - director at [Brooks Macdonald Asset Management Limited](/company/03417519)



## Companies at the same address

- [Acrisure UK Services Limited](/company/16117234) (16117234)
- [Adroit Financial Planning Limited](/company/07980535) (07980535)
- [Ark Corporate Member (No.2) Limited](/company/06430160) (06430160)
- [Ark Corporate Member (No.3) Limited](/company/06756414) (06756414)
- [Ark Corporate Member (No.4) Limited](/company/08726603) (08726603)
- [Ark Corporate Member Limited](/company/06081055) (06081055)
- [Ark Syndicate Management Limited](/company/05887810) (05887810)
- [Braemar Group Limited](/company/05084921) (05084921)
- [Brooks Macdonald Asset Management Limited](/company/03417519) (03417519)
- [Brooks Macdonald Financial Consulting Limited](/company/02621847) (02621847)