The LIFT Mindset

Our last podcast of the year… we have Dan Thompson, Investment Manager and James Cartwright, Investment Executive looking back at the events of 2022. 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.

We have Dan Thompson, Portfolio Manager at LIFT-Invest and special guest Stuart Niman, Investment Consultant. This is a Q&A podcast, with them discussing many of the recent market themes and providing their thoughts on the investment outlook as we approach the end of 2022. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn ....

We have a special guest on this month’s podcast, with Dan Thompson (Portfolio Manager) being joined by the Head of Fixed Income at Artemis, Stephen Snowden. In the episode, Dan asks Stephen to share his insights into the bond market’s volatility witnessed in recent weeks, compare and contrast the period with other critical periods witnessed during Stephen’s career and provide his views on investme...

We have a great update from Keith Marcroft, Financial Consultant providing some of his financial top tips after over 25 years in the industry. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

Given how the markets have reacted and the news surrounding the UK economy over the last few days, Dan Thompson, Portfolio Manager has decided to share another update to provide a message of reassurance and share his insight and thoughts about the current key market topics. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . The...

Dan Thompson provides his monthly investment update and comments on the recent changes within the market following a month filled with breaking news. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . The value of investments may go down as well as up. 

In the episode, we have David Baker and Eleanor Fish from the LIFT-Mortgages team. Dave will be providing a market update, talking about the rising rates, standard variable rates and offers some tips and guidance for people looking to buy. To find out more visit our website . You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . Your home may be repossessed if...

We have Dan Thompson, Portfolio Manager at LIFT-Invest and special guest Stuart Niman, Investment Consultant. They will be answering frequent questions from our clients and also providing a commentary on current events within the market. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn . Investments can go down as well as up. P...

Listen to Dan Thompson, Portfolio Manager discuss current events and provide his insight on the market for his monthly investment update. 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 .

Here at LIFT-Sport we are with players every step of the way! This episode features Declan Davies and Alex Carroll discussing how we work with players throughout their careers and adapt their financial plans to suit the stages they are at in life. They also share some tips and guidance they often find themselves telling players. To find out more visit our website . You can also follow us on social...

Dan Thompson provides us with his monthly investment update. He takes a look at current trends and the impact they are having on the 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 James Potter and Edward Backhouse, Chartered Financial Planners at LIFT-Financial talking about what cashflow planning is and how it can help clients create a financial plan fit for the future. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and LinkedIn .

Today we have Dan Thompson, Portfolio Manager at LIFT-Invest and special guest Stuart Niman, Investment Consultant. They will be answering frequent questions from our clients and also providing a commentary on current events within the 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 , Twitt...

This episode features Dan Thompson, Portfolio Manager at LIFT-Invest sharing his monthly investment update and providing some insight on the everchanging current events. 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 .

David Baker, Managing Director of LIFT-Mortgages has just celebrated his 10 year anniversary at LIFT. David and Eleanor Fish look back at the past years, share some highs and lows and David also shares a mortgage market update. 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 us on social media...

We have LIFT-Sport’s first-ever podcast available now! Declan Davies and Alex Carroll talk about the importance of footballers using a financial planner, key trends within the industry and how they can help players plan for a financially secure future. To find out more visit our website . You can also follow us on social media: Facebook , Twitter , LinkedIn and Instagram .

This episode features Dan Thompson, Portfolio Manager at LIFT-Invest sharing his thoughts and predictions about current events and their impact on the 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 Dan Thompson, Portfolio Manager at LIFT-Invest sharing his thoughts and predictions about current events and their impact on the 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 .

Following on from our podcast last month Ross Glanfield Partner and Chartered Financial Planner at LIFT-Financial takes a further look into Inheritance Tax Planning and shares some of the options people have available to them. The FCA does not regulate Tax, Trusts or Estate Planning. To find out more visit our website. You can also follow us on social media: Facebook , Instagram , Twitter and Link...

Our latest podcast episode features Dan Thompson, Portfolio Manager at LIFT-Invest sharing his January 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 .

For this episode, we have Ross Glanfield, Partner and Chartered Financial Planner providing an introduction to inheritance tax planning. He explores what inheritance tax is, who it affects and offers some guidance. We have a part two coming soon exploring key things to consider with estate planning and difficult situations people face. To find out more visit our website. You can also follow us on...

Dan Thompson, Portfolio Manager and James Cartwright, Investment Administrator take a look back at the events of 2021 and provide an informative and interesting summary. 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 .

We have Donna Tuohy, our Life Insurance Expert and James Potter, Trainee Financial Planner, talking about life insurance. They discuss what protection is, when you should consider getting life cover, misconceptions associated with cover, the impact Covid-19 has had on the process and protection cover via the workplace. To find out more visit our website. You can also follow us on social media: Fac...

Our latest podcast episode features Dan Thompson, Portfolio Manager at LIFT-Invest sharing his October 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 podcast features David Baker, Managing Director of LIFT-Mortgages, talking to Abbie Gaul, our new Mortgage Consultant. Abbie explains the specialist lending options she now brings to the team, such as bridging finance, buy-to-let mortgages and providing finance for refurbishment projects and development opportunities. Please note your home may be repossessed if you do not keep up repayments o...