LIFT-INSURANCE - Key Persons
"My remortgages and product transfers are run by Abbie Gaul, who is friendly, very knowledgeable and responsive. Abbie knows the market very well and is always available to update me and explain issues which arise and how to overcome them."
Job Titles:
- Corporate Scheme Administrator
Job Titles:
- Trainee Financial Planner
- Trainee Financial Planner ( LIFT - Academy )
Job Titles:
- Technical Support Administrator ( LIFT - Academy )
One of our original LIFT employees, Amanda manages the finance adminstration.
Job Titles:
- I.T. Manager
- LIFT Employees
One of the original LIFT employees, Andy is in charge of our I.T. infrastructure.
Job Titles:
- Senior Client Support Associate
Job Titles:
- Chartered Financial Planner
"Clarity and flexibility are two key elements of any personal pension. Working with Anna over several years we have been able to deliver this to all of our staff. Her advice is always welcome & helpful."
Job Titles:
- Trainee Financial Planner ( LIFT - Academy )
A key player within the football industry for over 30 years, working alongside Mark Tueart and the LIFT-Sport team to help them attract new clients.
Ben is a former player with a unique insight into the global game of football and its business. His understanding from the locker room to the boardroom allows him to foster relationships based on authenticity, shared values and strategic planning for both club and athlete.
Ben enjoys working collaboratively with Mark and the team to help them attract new clients and give players access to valuable financial advice. He is key to helping the team achieve their goal which is to help players understand the importance of having a sound financial plan in place to protect them and their families.
Job Titles:
- Investment Administrator ( LIFT - Academy )
Job Titles:
- Trainee Technical Support Analyst
Job Titles:
- Trainee Financial Planner ( LIFT - Academy )
Job Titles:
- Trainee Financial Planner
Job Titles:
- Technical Support Administrator
Colette is operationally responsible for LIFT-Invest and has management responsibility for IT, Marketing, Business Change and Finance for the group. As part of this Colette oversees all group projects, ranging from client solutions to new technology implementations.
Job Titles:
- Member of the Compliance Committee
- Chartered Financial Planner
Job Titles:
- Member of the Compliance Committee
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Member of the Compliance Committee
- Chartered Financial Planner
- Executive Support / Finance / HR
Job Titles:
- Client Support Associate ( LIFT - Academy )
Job Titles:
- Technical Support Administrator
Job Titles:
- Trainee Technical Support Analyst
Job Titles:
- Trainee Financial Planner ( LIFT - Academy )
Job Titles:
- Trainee Mortgage Case Handler
Job Titles:
- Chartered Financial Planner
Job Titles:
- Compliance Monitoring Officer
Job Titles:
- Technical Support Administrator ( LIFT - Academy )
Jill is operationally responsible for LIFT-Financial, LIFT-Sport, LIFT-Mortgages, LIFT-Insurance and LIFT-WorkWise and oversees all things people and HR-related across the group. Alongside this Jill also takes a lead role in the LIFT-Academy which develops our future Chartered Financial Planners.
Insitute of Leadership and Management qualified with over 17 years of industry experience. Jill works closely with Mike Holden, our CEO in connection with the direction and coordination of the business, covering operations across the Group.
Job Titles:
- Chartered Financial Planner & CIO
- Directors
- Founder & Chartered Financial Planner
"Joel is great, a knowledgeable and friendly advisor. He cuts through the jargon to clearly explain products and issues"
Jonny is responsible for ensuring that the LIFT group meets all its regulatory responsibilities, as well as providing the technical support that the business needs in terms of compliance and technical areas. Jonny has management responsibility for the compliance and technical support analyst (paraplanning) teams.
Job Titles:
- Technical Support Administrator ( LIFT - Academy )
Job Titles:
- Technical Administration Team Leader
Job Titles:
- Trainee Technical Support Analyst
Job Titles:
- Chartered Financial Planner
"Having been a client of LIFT-Sport from a young age I have been able to develop my career knowing my finances are in a safe pair of hands. The personal relationship developed between myself, Mark and the rest of my family has ensured that LIFT have become an invaluable partner to us all."
Job Titles:
- Chartered Financial Planner
Job Titles:
- Senior Client Support Associate
Job Titles:
- Client Support Associate ( LIFT - Academy )
Job Titles:
- Director - LIFT - Insurance
Job Titles:
- Client Support Associate ( LIFT - Academy )
Peter attended Missouri Valley College where he majored in Psychology with a minor in business and achieved the equivalent of a first (GPA). He has now been working at LIFT-Sport for a year and has enjoyed the experience and chance to work with sports professionals within a dynamic team. He is working to complete his exams through the LIFT-Academy, which has allowed him to work with fellow Academy members as well as getting experience from colleagues who have completed the process.
Job Titles:
- Technical Support Analyst
Job Titles:
- Technical Support Analyst
Job Titles:
- Trainee Technical Support Analyst
Job Titles:
- Technical Support Administrator
Job Titles:
- Partner
- Technical Support Team ( Paraplanning ) Technical Support
A Chartered Financial Planner and one of the first female Fellows of the PFS.
Job Titles:
- Client Support Team Leader
Job Titles:
- Chartered Financial Planner
Job Titles:
- Investment Consultant ( LIFT - Invest )
Job Titles:
- Senior Client Support Associate
Job Titles:
- Director of LIFT - WorkWise
Job Titles:
- Technical Support Team Leader
Job Titles:
- Technical Support Analyst
Job Titles:
- Technical Support Analyst