Business Details
19 Years
experience
Your Trusted Chartered Financial Advisers in Altrincham
Brooks Financial, formerly known as LIFT-Financial Group, has been delivering innovative, client-focused financial solutions since its establishment in 2007. As a Chartered Financial Planning firm regulated by the Financial Conduct Authority (FCA), we combine over 15 years of industry expertise with a commitment to ethical, fee-based advice. Our team of more than 100 professionals operates from offices in Cheshire, London, and Edinburgh, serving private clients and businesses across the UK. We specialise in bespoke financial planning, investment management, mortgages, insurance, life cover, and employee benefits advice, with a particular focus on supporting sports professionals through their unique financial journeys.Our Chartered status reflects our adherence to the highest professional standards, including ongoing staff development and societal initiatives that benefit the profession. Clients value our transparent approach, evidenced by testimonials highlighting our ability to adapt to changing needs while maintaining a personal touch. As part of the Brooks Macdonald group since 2025, we continue to prioritise client interests through comprehensive financial strategies that evolve with market conditions and individual circumstances.
Services
Financial Planning
Mortgages
Insurance
Life Cover
Employee Benefits
Sports Financial Planning
Details
- Year established: 2007
Highlights and features
- We have over 15 years of experience in UK financial planning
- Our team includes Chartered Financial Planners and Fellows of the Personal Finance Society
- We provide transparent, fee-based advice with no hidden costs
- We offer comprehensive services across financial planning, mortgages, insurance and employee benefits
- We have specialist expertise in financial planning for sports professionals
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority
What people say
Excellent service
Highly recommend
Professional expertise
Transparent advice
Exceptional support
Services
Financial Planning
Our Chartered Financial Planners create tailored strategies to help clients achieve their financial goals. We specialise in asset management, tax planning, family protection, and retirement strategies. With expertise in navigating complex financial situations, we provide comprehensive advice that evolves with changing circumstances. Our services include regular portfolio reviews and financial education sessions to ensure long-term security.
Mortgages
We offer specialist mortgage advice for high-value properties, buy-to-let investments, and complex income situations. Our whole-of-market approach accesses exclusive deals from major lenders. We support clients through every stage from initial application to completion, with expertise in remortgaging and Help to Buy schemes. Our brokers handle complex cases including portfolio landlords and expatriate mortgages.
Insurance
Our insurance services cover high net worth home, commercial, and specialist policies including yacht and career-ending injury cover. We work with selected insurers to find optimal protection while minimising the claims process hassle. Our team provides ongoing policy reviews and expert support during claims, ensuring comprehensive coverage tailored to individual and business needs.
Employee Benefits
We help businesses design competitive employee benefits packages including pensions, health insurance, and income protection. Our services simplify compliance with evolving regulations while enhancing staff retention. We provide payroll integration, financial education programmes, and tailored benefits strategies that align with business objectives and employee needs.
Sports Financial Planning
Specialist financial planning for sports professionals, addressing the unique challenges of short careers and fluctuating incomes. We provide career-long financial security strategies, investment management, and retirement planning. Our team understands the specific needs of athletes, offering tailored advice to protect wealth and ensure long-term financial stability beyond their playing careers.
People
Mike Holden
Co-Founder
Co-founded LIFT-Financial Group in 2007 following a management buyout. Instrumental in establishing Chartered status early in the company's history. With over 25 years' experience in financial services, he helped build the team from eight to over 100 professionals.
Joel Adams
Co-Founder
Co-founder who shared vision with Mike Holden to create a client-centred financial planning firm. Played key role in establishing the company's ethical approach and commitment to professional standards. Helped grow the business to three UK offices before the Brooks Macdonald acquisition.
David Baker
Managing Director - Brooks Mortgages
Leads the mortgage division with specialist expertise in high-value and complex mortgage cases. Regularly contributes market updates and has extensive experience in helping clients with buy-to-let properties and second homes.
Helen Hall
Head of Brooks Insurance
Insurance expert with particular focus on high net worth clients. Specialises in commercial insurance and complex personal insurance cases. Known for thorough approach to policy reviews and negotiating optimal coverage for clients.
Mark Tueart
Managing Director - Brooks Sport
Specialist in financial planning for sports professionals. Brings deep understanding of athletes' unique financial challenges. Focuses on long-term wealth management for clients in professional football and other sports, with over 15 years' experience in this niche area.
Questions
What qualifications do your financial planners hold?
Most of our financial planners are Chartered and many are Fellows of the Personal Finance Society. We are authorised and regulated by the Financial Conduct Authority (FCA).
How are your financial planning fees structured?
We offer transparent, fee-based advice with clear Service & Fee Agreements. Initial fees are payable after completing agreed work, with ongoing services optional and clearly defined.
Do you offer a free initial consultation?
Yes, we provide free initial consultations to discuss your financial needs and determine if our services suit you, with no obligation to proceed.
What areas do you cover?
We serve clients across the UK from offices in Altrincham (Cheshire), London, and Edinburgh, with online and telephone support available nationwide.
How often are financial plans reviewed?
We recommend regular reviews to maintain financial goals alignment. Our Review Service includes annual meetings and ongoing support, though this remains optional for clients.
Can you help with existing financial arrangements?
Yes, we can review existing policies including pensions, life insurance, and mortgages to ensure they remain appropriate for your current circumstances and objectives.
Reviews (4)
Adam'S. Wusa
Jan 03, 2022
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Hassan Aliu
Dec 13, 2021
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The right page and platform to trade and invest in cryptocurrency is miss Rose the commission and broker fee is less compare to other brokers. The fact that the account manager has a unique experience to make hourly profit..
Nick Shaw
Jul 26, 2021
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Critical:Quality,Value
I dealt with them on Pensions
Do not touch, they are only interested in thier yearly commission for doing nothing.
I dealt with them on Pensions
Do not touch, they are only interested in thier yearly commission for doing nothing.
Christian Hamilton
Jul 26, 2021
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Dreadful experience, I was not happy with the advice given and reported them to the Financial Ombudsman as a result. I most definitely would not recommend this company. Hi Emma -
Regarding your response to my review. This is not the impression I been left with. I made a complaint to LIFT about the poor advice I received. All I got in response was denials. Hence I had to go and take the complaint to the Financial Ombudsman. I just would not recommend this company at all. It is really poor to give bad advice and then deny it.
Regarding your response to my review. This is not the impression I been left with. I made a complaint to LIFT about the poor advice I received. All I got in response was denials. Hence I had to go and take the complaint to the Financial Ombudsman. I just would not recommend this company at all. It is really poor to give bad advice and then deny it.
