Business Details
19 Years
experience
Your Trusted Partner for Financial Planning Solutions
Brooks Financial, formerly known as LIFT-Financial Group, is a Chartered Financial Planning firm established in 2007. We specialise in providing innovative, client-focused financial solutions to private clients and companies across the UK. With offices in Cheshire, London, and Edinburgh, our team of over 100 experienced professionals is dedicated to helping clients achieve long-term financial security. Our services include bespoke financial planning, investment management, mortgages, insurance, life cover, and employee benefits advice. As a Chartered firm, we adhere to the highest ethical standards and prioritise ongoing professional development.We became part of the Brooks Macdonald group in 2025, further strengthening our commitment to excellence. Our approach combines technical expertise with a deep understanding of individual client needs, ensuring tailored solutions that adapt to evolving circumstances. We pride ourselves on transparency, ethical advice, and building lasting relationships based on trust. Our track record of positive client testimonials reflects our dedication to exceeding industry standards and delivering exceptional service.
Services
Financial Planning
Mortgages
Insurance
Life Cover
Employee Benefits
Details
- Year established: 2007
Highlights and features
- We are Chartered Financial Planners with over 15 years of industry experience
- Our team of 100+ professionals provides tailored financial solutions
- We operate with full transparency and no hidden fees
- Our client-centric approach adapts to evolving financial needs
- We offer comprehensive services across financial planning, insurance, and mortgages
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
What people say
Excellent service
Highly recommend
Professional team
Exceptional support
Tailored solutions
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve their financial goals. We assess your current financial position, develop comprehensive plans covering investment management, retirement planning, and tax efficiency, and provide ongoing support to adapt to changing circumstances. The service caters to individuals and businesses seeking long-term financial security through expert guidance and ethical advice.
Mortgages
We specialise in arranging high-value mortgages for complex financial situations. Our service covers residential mortgages, buy-to-let properties, second homes, and commercial mortgages. With access to the whole market, we help clients secure competitive rates and navigate the application process from pre-approval to completion, ensuring a stress-free experience.
Insurance
Our insurance brokerage service provides access to a wide range of protection products. We offer high net worth home insurance, commercial insurance, and specialist coverage options. Our team assists with policy selection, claims management, and regular reviews to ensure continued suitability while minimising administrative burdens for clients.
Life Cover
We provide comprehensive life insurance solutions to protect families and businesses. Our service includes term life cover, critical illness cover, and income protection policies. We help clients assess appropriate coverage levels, select suitable products from the whole market, and manage policy reviews to maintain adequate protection as circumstances change.
Employee Benefits
Our employee benefits advisory service helps businesses design competitive benefits packages. We specialise in workplace pensions, group life insurance, health benefits, and financial education programmes. The service includes compliance support, scheme administration, and tailored solutions to enhance employee satisfaction while meeting regulatory requirements.
People
Mike Holden
Founder
Co-founder of LIFT-Financial Group in 2007, Mike brought extensive financial services experience and a commitment to ethical, client-centred advice that shaped the firm's successful growth trajectory.
Joel Adams
Founder
As co-founder, Joel played a pivotal role in establishing LIFT-Financial Group's Chartered status and maintaining industry-leading standards through innovative financial solutions and client-focused service delivery.
Mark Tueart
Managing Director
Mark leads our sports financial planning division, combining deep industry knowledge with a personal approach to help professional athletes achieve long-term financial security through tailored wealth management strategies.
David Baker
Managing Director
David oversees our mortgage division, leveraging extensive market knowledge to develop innovative solutions for high-value and complex mortgage requirements while maintaining exceptional client service standards.
Helen Hall
Head of Insurance
Helen leads our insurance brokerage team, specialising in high net worth insurance solutions and demonstrating exceptional expertise in securing comprehensive coverage while streamlining claims processes for clients.
Questions
What financial planning services do you offer?
We provide bespoke financial planning covering investment management, retirement planning, tax efficiency, and estate planning tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority and hold Chartered status with the Personal Finance Society.
Do you offer mortgage advice?
Yes, we offer comprehensive mortgage advice including high-value mortgages, buy-to-let properties, and complex income scenarios.
How do you handle insurance policies?
We provide access to the whole insurance market and offer ongoing policy reviews to ensure continued suitability for your circumstances.
What employee benefits advice is available?
We offer tailored employee benefits solutions including workplace pensions, group life insurance, and health benefits packages for businesses.
