Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 29 June 2027
- Last conf. stmt
- 15 June 2026
Lift-Financial Group Ltd
- Incorporated
- 15 June 2007 (19 years)
- Previously known as
- Chartwell Financial Group Ltd (until 7 January 2010)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- Greater London
- Address
- 40 Leadenhall StreetLondonEC3A 2BJ
Charges
- Total
- 4
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 4
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 13 October 2026
British
Born October 1971 (55)
Director · Appointed 1 October 2025
British
Born April 1977 (49)
Officer history (12 former)
13 October 2026
8 October 2026
16 February 2026
Resigned Morgan, Laura as Secretary
1 October 2025
1 October 2025
18 September 2025
31 January 2025
31 January 2025
Resigned Westbrook, Clive John as Secretary
31 January 2025
31 January 2025
Appointed Morgan, Laura as Secretary
5 June 2015
Appointed Westbrook, Clive John as Secretary
5 June 2015
Resigned Marsh, Lisa as Secretary
5 June 2015
1 October 2013
1 May 2013
1 October 2012
24 November 2011
Appointed Marsh, Lisa as Secretary
24 November 2011
24 November 2011
24 November 2011
1 June 2009
7 July 2008
15 June 2007
15 June 2007
15 June 2007
15 June 2007
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 January 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Public Limited Company
Reg. no. 04402058
Former controllers (2)
31 January 2025
31 January 2025
Group structure 22 companies
Ownership group derived from the Companies House PSC register
Adroit Financial Planning Limited Owns 75–100% of shares
Braemar Group Limited Owns 75–100% of shares
Brooks Macdonald Funds Limited Owns 75–100% of shares
Brooks Macdonald Financial Consulting Limited Owns 75–100% of shares
Cornelian Asset Managers Group Limited Owns 75–100% of shares
CST Wealth Management Limited Owns 75–100% of shares
Integrity Wealth (Holdings) Limited Owns 50–75% of shares
Integrity Wealth Solutions Limited Owns 75–100% of shares
Integrity Wealth Bidco Limited Owns 75–100% of shares
Levitas Investment Management Services Limited Owns 75–100% of shares
Lift-Financial Group Ltd This company Owns 75–100% of shares
Lift-Advice Ltd Owns 75–100% of shares
Lift-Financial Ltd Owns 75–100% of shares
Lift-Insurance Ltd Owns 75–100% of shares
Lift-Mortgages Limited Owns 75–100% of shares
Lift-Sport Limited Owns 75–100% of shares
Lift-Tax Limited Owns 75–100% of shares
Lift-Workwise Limited Owns 75–100% of shares
Lift-Invest Limited Owns 75–100% of shares
Lucas Fettes Holdings Limited Owns 75–100% of shares
Lucas Fettes and Partners (Financial Services) Limited Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £153,548
- Cash
- £252,697
- Turnover
- £5,730,905
- Profit Before Tax
- £421,426
- Employees
- 65
- Debt Ratio
- 81%
- Current Ratio
- 1.2x
- Profit Margin
- 7%
- Return on Equity
- 237%
Trend
Turnover
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £63,404 | £50,952 | £220,489 | £91,739 | |
| Current Assets | £732,537 | £841,822 | £1,284,040 | £815,481 | £848,958 |
| Debtors | £479,404 | £552,465 | £484,846 | £553,485 | £136,099 |
| Cash | £252,697 | £288,921 | £798,759 | £235,651 | £386,514 |
| Creditors (< 1 year) | £626,542 | £694,624 | £1,062,431 | £730,017 | £651,723 |
| Net Current Assets | £105,995 | £147,198 | £221,609 | £85,464 | £197,235 |
| Net Assets | £153,548 | £191,611 | £221,609 | £264,996 | £271,720 |
| Shareholder Funds | £153,548 | £191,611 | £221,609 | £264,996 | £271,720 |
| Turnover | £5,730,905 | £5,289,894 | £5,821,991 | £5,238,449 | £6,324,379 |
| Cost of Sales | £1,449,145 | £2,007,548 | £2,171,748 | £1,426,418 | £1,641,330 |
| Gross Profit | £4,281,760 | £3,282,346 | £3,650,243 | £3,812,031 | £4,683,049 |
| Admin Expenses | £4,047,606 | £3,323,817 | £3,320,636 | £3,545,195 | £4,437,896 |
| Operating Profit | £234,154 | (£41,471) | £329,607 | £266,836 | £245,153 |
| Profit Before Tax | £421,426 | £159,296 | £494,939 | £393,023 | £437,277 |
| Tax | £57,153 | £2,958 | £135,990 | £50,811 | £47,173 |
| Profit for Period | £364,273 | £156,338 | £358,949 | £342,212 | £390,104 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 July 2026 | Audit exemption subsidiary accounts | 30 June 2025 | ||
| 7 July 2026 | Other filing | |||
| 7 July 2026 | Other filing | |||
| 7 July 2026 | Accounts filing | |||
| 18 June 2026 | Confirmation statement with no updates | 15 June 2026 |
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