The LIFT Mindset

Our latest podcast episode features Dan Thompson, Portfolio Manager at LIFT-Invest sharing his September investment update. He shares his thoughts and predictions about the current investment market. The value of investments may go down as well as up. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

This episode features special guest Rachel Vahey, Senior Technical Consultant at AJ Bell, discussing the topic of retirement strategy with Jonathan Halsall, Chartered Financial Planner at LIFT-Financial. The podcast will cover planning the run-up to retirement, retirement options and also accessing personal investments alongside your pensions. To find out more visit our website. You can also follo...

In this episode, Dan Thompson, Portfolio Manager at LIFT-Invest, provides a monthly investment update for August 2021. The value of investments may go down as well as up. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

This episode features Suzanne McGowan, Head of LIFT-WorkWise, talking about family finances. She will be discussing the basics of a financial plan, saving for children and many other areas you should consider when creating a financial plan to suit your family’s needs. To find out more visit our website . You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

Our investment podcast for July is now available! We have Dan Thompson, Portfolio Manager at LIFT-Invest, providing a monthly investment update and sharing some of his insights and thoughts on current trends. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . *Source: Inflation figures- Bureau of Labour Statistics, Office of Na...

In this episode, we have special guest Rachel Vahey, Senior Technical Consultant at AJ Bell, who discusses retirement planning with Jonathan Halsall, Chartered Financial Planner at LIFT-Financial. They cover retirement plans, lifetime ISAS, tax relief and many more important topics you may want to consider when planning for retirement. To find out more visit our website. You can also follow us on...

Keith Marcroft, Financial Planner at LIFT-Financial, talks about the steps involved in working with a financial planner and explains the benefits of using cash-flow planning to measure and create a financial plan. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

We have Dan Thompson, Portfolio Manager at LIFT-Invest, providing a monthly investment update and sharing some of his insights and thoughts on current trends. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . 

We have David Baker, Managing Director and Eleanor Fish, Mortgage Team Manager. David answers Eleanor’s questions about the busy mortgage market, the impact of the stamp duty holiday, and he offers some advice and guidance for homebuyers in 2021. Please note your home may be repossessed if you do not keep up repayments on your mortgage. To find out more visit our website . You can also follow...

We have Dan Thompson Portfolio Manager at LIFT-Invest, providing a monthly investment update and sharing some of his insights and thoughts on current trends. *Source: Inflation figures were BBC, Vaccine numbers from Our World in Data. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

Following our recent client survey, our clients have requested a podcast episode about wills and inheritance tax. We have Sarah-Wilson Trainor, Partner at LIFT-Financial, providing an overview of these topics and sharing some of her tips and guidance. To find out more visit our website . You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

We have Suzanne McGowan, Head of LIFT-WorkWise and Suzette Pulman, registered osteopath, owner and lead practitioner at Lymm Osteopathic Practice . They will be exploring how your financial well-being can significantly affect your physical well-being and the importance of having a financial plan. To find out more visit our website . You can also follow us on social media: Facebook , Instagram , Tw...

We have Suzanne McGowan and Michelle Thompson talking about the exciting rebrand to LIFT-WorkWise. They will be explaining what LIFT-WorkWise do and who they can help, why they have rebranded and why employers should get in touch! To find out more visit our website . You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

We have Dan Thompson Portfolio Manager at LIFT-Invest, providing a monthly investment update and sharing some of his insights and thoughts on current trends. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

In this episode, we have James Potter, Charles Singlehurst and Louie Butlin, who are all Trainee Financial Planners at LIFT-Financial, and they are part of the LIFT-Academy. They will discuss what LIFT-Academy is, the importance of having Chartered status, their goals for the future, and provide some useful tips for people wanting to get into the Financial Planning profession. To find out more vis...

We have Carl Abbott, Commercial Account Development Executive, discussing how LIFT-Insurance is different to other brokers, the hardening market over the last few years and his long-term plan for the commercial business.  To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

We have two experts from LIFT-Invest. We have Dan Thompson Portfolio Manager and James Cartwright Investment Administrator. Dan answers James’ questions about the financial market performance in 2020, the present investment landscape, his views on the current market and the developing themes for 2021. The value of investments may go down as well as up. To find out more visit our website . You can...

We have two experts from LIFT-Mortgages. We have David Baker, Managing Director and Eleanor Fish, Mortgage Team Manager. David answers Eleanor’s questions about the possibility of the stamp duty holiday extension, the impact Covid-19 has had on the housing market, current trends he has noticed and tips for people buying homes in 2021. Please note your home may be repossessed if you do not keep up...