LIFT-Financial Group

The LIFT Mindset

Business EN ↓ 68 Folgen

The aim of our podcast is to inform, educate and entertain. We will be sharing our views on current trends and predictions about the industries the LIFT-Financial Group cover. If you are interested in financial planning, investing, mortgages, insurance, sport and more, then this is the podcast for you. Visit our website to find out more: www.lift-financial.com

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Autor

LIFT-Financial Group

Kategorie

Business

Podcast-Website

podcasters.spotify.com

Neueste Folge

21. Nov 2024

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25. LIFT-Invest Market Update November 2024 21.11.2024

Tune in to the latest episode of the LIFT Mindset Podcast with Dan Thompson, Head of LIFT-Invest.

24. LIFT-Invest US Election Special 15.11.2024

On the episode, Dan Thompson, Head of LIFT-Invest assesses the market reaction to last week’s elections in the USA and how the election results could impact financial markets looking forward.

LIFT-Invest Market Update October 2024 28.10.2024

Dan Thompson, Head of LIFT-Invest, gives us his thoughts on Q3 about what is and could happen in the investment markets.

22. LIFT-Invest Market Update August 24 09.09.2024

Tune in to the latest episode of the  LIFT Mindset Podcast  with Dan Thompson, Head of LIFT-Invest.

LIFT-Invest Market Update July 2024 23.07.2024

Tune in to the latest episode of the  LIFT Mindset Podcast  with Dan Thompson, Head of LIFT-Invest. This month’s update dives deep into the world of  politics .

20. Women in LIFT - Episode 2 14.06.2024

Tune in to hear Suzanne McGowan, Sarah Wilson-Trainor and Helen Hall give us another instalment of our Women in LIFT series.

19. A mortgage Update From Our Experts 27.03.2024

Here, David Baker, Managing Director of LIFT-Mortgages, and Abbie Gaul, Mortgage Consultant, give an update on the current mortgage market and give tips for buying a new home.

18. The Journey of LIFT-Financial Group 26.03.2024

In this episode, our SLT members Colette, Jonny and Jill discuss the journey LIFT has taken so far and give their predictions on what is to come.

17. February Investment Update with Guest Ritu Vohora 14.02.2024

In our latest podcast, Dan Thompson is joined for a Q&A with special guest Ritu Vohora, where they touch on prevalent investment themes, as well as overall market performance. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn. This podcast does not constitute as financial advice. The value of investments may go down as well as...

16. Dan's End of Year Investment Summary 11.01.2024

Dan Thompson gives his end of year investment summary for 2024 and shares his thoughts.

15. Dan and Stu Investment Update November 22.11.2023

Dan Thompson is joined for a Q&A session with special guest Stuart Niman. They discussed the differences in inflation readings between the US and the UK, potential paths central banks may take in 2024, and the benefits of staying invested through difficult periods. This podcast does not constitute financial advice. The value of investments may go down as well as up.

14. The Evolution of The Investment Committee 28.09.2023

On the podcast, Dan Thompson is joined by fellow Investment Committee members Joel Adams and Stuart Niman. They outline the recent changes made to The Investment Committee and the decision-making process and welcome new member Mark Holden. To find out more visit our  website.  

13. Women shaping the future of financial planning 21.09.2023

On the podcast, we have Sarah Wilson-Trainor and Charlla Razi talking about being women within the financial industry. They share their own experiences and how they have seen the industry change over the years. To find out more visit our  website.  You can also follow us on social media:  Facebook ,  Instagram ,  Twitter  and  LinkedIn .

12. July investment update with special guest Shamik Dhar 20.07.2023

We have Dan Thompson (Head of LIFT-Invest) joined by Shamik Dhar, Chief Economist of Bank of New York Mellon Investment Management. They discuss macroeconomic events, expectations across different countries and how economic factors could influence markets in the second half of the year. This podcast does not constitute as advice. The value of investments may go down as well as up.

11. June Investment Update with special guest Hugh Gimber 15.06.2023

We have Dan Thompson, Head of LIFT-Invest joined by Hugh Gimber, Global Market Strategist at JP Morgan Asset Management. They discuss recent economic and investment market events and share insights into which narratives they think may influence financial markets over the coming months. To find out more visit our  website.  You can also follow us on social media:  Facebook ,  Instagram ,  Twitter  ...

10. Working with The CLA 08.06.2023

Learn more about how LIFT's Chartered Financial Planners can help CLA members with their finances. To find out more visit our  website.  You can also follow us on social media:  Facebook ,  Instagram ,  Twitter  and  LinkedIn .

9. May investment update with Dan Thompson 10.05.2023

On our latest investment update podcast, Dan Thompson CFA (Portfolio Manager) reflects upon how investment markets have fared in the first four months of 2023, comments on recent central bank policy decisions and provides an analysis of the stresses witnessed in the regional banking sector in the United States. To find out more visit our  website.  You can also follow us on social media:  Facebook...

8. Getting to know Ben Haworth with LIFT-Sport 04.05.2023

Mark Tueart, Managing Director of LIFT-Sport is joined by Ben Haworth, Sports Consultant. Mark welcomes Ben to the team and they discuss how he will be helping to build new professional relationships and raise the profile of the brand within the industry. To find out more visit our  website .  You can also follow us on social media:  Facebook ,  Twitter ,  LinkedIn  and  Instagram . 

7. April investment update with special guest Stuart Niman 27.04.2023

In our latest podcast, Dan Thompson (Portfolio Manager) is joined for a Q&A with special guest Stuart Niman (Investment Consultant), where they touch on prevalent investment themes in the first quarter, as well as overall market performance. To find out more visit our  website.  You can also follow us on social media:  Facebook ,  Instagram ,  Twitter  and  LinkedIn . This podcast does not con...

6. March investment update featuring special guest James Ashley 27.03.2023

On our latest podcast, Dan Thompson is joined by special guest James Ashley. James leads the International Strategic Advisory Solutions team in GSAM. Together they discuss the recent substantive strains seen in the banking sector, provide parallels with past market episodes and scrutinise expectations embedded in the market at present. To find out more visit our  website.  You can also follow us o...

5. Women's financial wellbeing with Sarah & Suze 15.03.2023

Sarah and Suze explore how women are often paid less in the workforce and how life events such as having children can have an impact on women’s financial wellbeing and their approach to finances. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . This podcast does not constitute as advice. ​

4. Meet our Paraplanners 02.03.2023

Delve into the day-to-day lives of our Paraplanners. In our recent podcast, we spoke to Caroline, Lisa and Rebecca about their roles and the many benefits on offer to any Paraplanners looking to start a career at LIFT. Find out more here: https://www.lift-financial.com/paraplanning.php

3. An update from team sport about deadline day 21.02.2023

After a busy January with lots of player transfers, Declan Davies and Alex Carroll from LIFT-Sport talk about the challenges players face when moving clubs and the impact the tax deadline has on their financial plans.  This podcast does not constitute as advice.  To find out more visit our website . You can also follow us on social media: Facebook , Twitter , LinkedIn and Instagram .&nbs...

2. February Investment Update 09.02.2023

Dan Thompson discusses how financial markets fared in January, aspects that have had an influence upon markets and forward-looking expectations lately, as well as themes which have emerged amongst the latest corporate earnings season over in the United States. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . This podcast does...

1. January investment update 18.01.2023

A new year and a new podcast episode from Dan Thompson. He provides his monthly investment update and comments on recent trends within the market. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . This podcast does not constitute as financial advice. The value of investments may go down as well as up.

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