Joel Adams
Chief Investment Officer

Joel Adams – Chief Investment Officer

A Chartered Financial Planner & Founder of LIFT-Invest

Profile

  • 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

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