Website & contact details
- Website
Lift-Invest Limited
- Incorporated
- 25 April 2016 (10 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Full
- Region
- Greater London
- Address
- 40 Leadenhall StreetLondonEC3A 2BJ
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 6 March 2027
- Last conf. stmt
- 20 February 2026
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 16 February 2026
British
Born April 1975 (51)
Officer history (7 former)
16 February 2026
Resigned Morgan, Laura as Secretary
16 February 2026
16 February 2026
5 February 2026
Resigned Noble, Colette Louise as Director
1 October 2025
18 September 2025
31 January 2025
31 January 2025
Appointed Morgan, Laura as Secretary
31 January 2025
Resigned Westbrook, Clive John as Secretary
18 November 2022
Appointed Noble, Colette Louise as Director
18 November 2022
25 April 2016
25 April 2016
25 April 2016
Appointed Westbrook, Clive John as Secretary
25 April 2016
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 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 This company 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
- Cash
- £118,767
- Profit Before Tax
- £14,462
- Current Ratio
- 1.6x
- Return on Equity
- 7%
Trend
Shareholder Funds
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Current Assets | £528,408 | £480,410 | £502,560 | £802,296 | £415,238 |
| Debtors | £399,099 | £373,878 | £305,130 | £231,621 | |
| Cash | £118,767 | £81,311 | £128,682 | £497,166 | £183,617 |
| Creditors (< 1 year) | £334,182 | £300,003 | £201,767 | £511,131 | £132,926 |
| Net Current Assets | £194,226 | £180,407 | £300,793 | £291,165 | £282,312 |
| Shareholder Funds | £194,226 | £180,407 | £300,793 | £291,165 | £282,312 |
| Turnover | £1,472,831 | £1,504,047 | £1,077,039 | £581,798 | |
| Admin Expenses | £1,483,921 | £1,629,426 | £1,492,190 | £1,065,896 | £509,531 |
| Operating Profit | (£156,595) | £11,857 | £11,143 | £72,267 | |
| Profit Before Tax | £14,462 | (£156,552) | £11,887 | £10,930 | £72,267 |
| Tax | £643 | (£36,166) | £2,259 | £2,077 | £13,731 |
| Profit for Period | £13,819 | (£120,386) | £9,628 | £8,853 | £58,536 |
Filings 45
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 April 2026 | Full accounts | 30 June 2025 | ||
| 27 February 2026 | Termination of appointment of a secretary | |||
| 27 February 2026 | Confirmation statement with no updates | 20 February 2026 | ||
| 17 February 2026 | Appointment of a director | |||
| 17 February 2026 | Termination of appointment of a director |
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