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Joel Adams

Co-Founder

Joel Adams

A Chartered Financial Planner & Founder of LIFT-Invest The Investment Committee: Joel’s primary responsibility is the role of specialist investments within portfolios

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Multi-award-winning Chartered and Certified Financial Planner

Joel has been leading LIFT-Financial’s advisory investment service since 2007. As a former FT Financial Adviser of the Year and PFS Chartered Planner of the Year, Joel has incredibly high standards which is reflected in his team’s work ethic and attention to detail. Within the investment committee, Joel’s primary responsibility is the role of specialist investments within portfolios.

In his spare time, Joel enjoys watching Manchester City where he holds a season ticket, and spending time with his family.

LIFT-Invest is a trading style of LIFT-Invest plc – registered in England & Wales – Company Reg Number 10144705 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR.

LIFT-Invest plc is authorised and regulated by the Financial Conduct Authority. Registration number 758465. The value of investments may go down as well as up.