In The News

Read the trade press

Lifting news about the group

2011

• LIFT-Financial's Whitby earns later life adviser status - 10 May 2011, New Model Adviser
• LIFT builds on Balfour acquisition with Cartwright deal - 7 April 2011, New Model Adviser
• Lift-Financial buys Balfour Wealth Management and sets up restricted advice arm - 29 March 2011, Money Marketing
• LIFT-Financial acquires Balfour Wealth Management - 29 March 2011, New Model Adviser
• LIFT-Financial to take on 40 advisers in acquisition deal - 13 January 2011, New Model Adviser

2010

• Mike Holden and Joel Adams are having the last laugh - 10 December 2010, New Model Adviser
• LIFT-Financial wins financial planner of the year - 11 October 2010, FT Adviser
• Spousal bypass solution from LIFT-Financial - 1 September 2010, Money Marketing
• Time for celebration amid troubled times - 29 April 2010, FT Adviser
• Bluefin triumphs as newcomer Lift-Financial scoops two gongs at Corporate Adviser Awards - 11 February 2010, Money Marketing
• Chartwell Financial Poised to Rebrand as LIFT-Financial - 11 January 2010, New Model Adviser
• Chartwell Financial Management set to rebrand - 11 January 2010, FT Adviser
• Chartwell-Financial changes name and gets Chartered Status - 11 January 2010, ifaonline

2009

• Cbartwell-Financial starts expansion with London opening - 10 November 2009, New Model Adviser
• Mortgage spcialist appointed at Chartwell-Financial - 6 November 2009, Money Marketing