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The LIFT Mindset

The LIFT Mindset

By LIFT-Financial Group

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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6. The LIFT Mindset- An update from LIFT-WorkWise

The LIFT Mindset

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42. November Investment Update Featuring Special Guest Stuart Niman
42. November Investment Update Featuring Special Guest Stuart Niman
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. This podcast does not constitute as financial advice. The value of investments may go down as well as up.
31:00
November 28, 2022
41. October Investment Update with Special Guest Stephen Snowden
41. October Investment Update with Special Guest Stephen Snowden
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 investment opportunities in the corporate bond landscape at present. This podcast does not constitute as financial advice. The value of investments may go down as well as up. 
27:54
October 31, 2022
40. Keith's financial top tips
40. Keith's financial top tips
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.
11:27
October 19, 2022
39. September Additional Investment Update
39. September Additional Investment Update
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 value of investments may go down as well as up.
20:06
September 30, 2022
38. September Investment Update
38. September Investment Update
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. 
16:26
September 21, 2022
37. An update from our LIFT-Mortgages team
37. An update from our LIFT-Mortgages team
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 you do not keep up repayments on your mortgage.
06:39
September 08, 2022
36. August Investment Update Featuring Special Guest Stuart Niman
36. August Investment Update Featuring Special Guest Stuart Niman
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. Past performance is not an indicator of future results and future returns are not guaranteed. When investing your capital is at risk.
23:47
August 19, 2022
35. July Investment Update
35. July Investment Update
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.
10:46
July 28, 2022
34. LIFT-Sport: with players every step of the way
34. LIFT-Sport: with players every step of the way
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 media: Facebook, Twitter, LinkedIn and Instagram.
10:39
July 19, 2022
33. June Investment Update
33. June Investment Update
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.
13:50
June 30, 2022
32. A look into cashflow planning with Ed & James
32. A look into cashflow planning with Ed & James
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.
10:17
June 15, 2022
31. May Investment Update Featuring Special Guest Stuart Niman
31. May Investment Update Featuring Special Guest Stuart Niman
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, Twitter and LinkedIn.
27:52
May 25, 2022
30. April Investment Update
30. April Investment Update
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.
09:17
April 27, 2022
29. Dave's 10 years at LIFT
29. Dave's 10 years at LIFT
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: Facebook, Instagram, Twitter and LinkedIn.
09:52
April 13, 2022
28. Financial Planning with Footballers
28. Financial Planning with Footballers
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.
08:02
March 28, 2022
27. March Investment Update
27. March Investment Update
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.
10:49
March 23, 2022
26. February Investment Update
26. February Investment Update
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.
11:50
February 22, 2022
25. A further look into Inheritance Tax Planning
25. A further look into Inheritance Tax Planning
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 LinkedIn.
08:58
February 18, 2022
24. January Investment Update
24. January Investment Update
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.
10:03
February 01, 2022
23. An Introduction to Inheritance Tax Planning
23. An Introduction to Inheritance Tax Planning
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 social media: Facebook, Instagram, Twitter and LinkedIn.
05:26
January 27, 2022
22. LIFT-Invest: End of Year Summary 2021
22. LIFT-Invest: End of Year Summary 2021
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.
19:00
December 21, 2021
21. LIFT-Life: An introduction to life insurance
21. LIFT-Life: An introduction to life insurance
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: Facebook, Instagram, Twitter and LinkedIn.
08:44
November 18, 2021
20. October Investment Update
20. October Investment Update
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.
11:44
October 28, 2021
19. LIFT-Mortgages Specialist Lending
19. LIFT-Mortgages Specialist Lending
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 on your mortgage. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
09:58
October 20, 2021
18. September Investment Update
18. September Investment Update
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.
08:32
September 23, 2021
17. The LIFT Mindset- Retirement Strategy (featuring a special guest)
17. The LIFT Mindset- Retirement Strategy (featuring a special guest)
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 follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
22:05
September 22, 2021
16. The LIFT Mindset- An update from LIFT-Invest
16. The LIFT Mindset- An update from LIFT-Invest
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.
07:38
August 31, 2021
15. The LIFT Mindset- An update from LIFT-WorkWise
15. The LIFT Mindset- An update from LIFT-WorkWise
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.
14:16
August 16, 2021
14. The LIFT Mindset- An update from LIFT-Invest
14. The LIFT Mindset- An update from LIFT-Invest
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 National Statistics. Consumer saving rate-Office of National Statistics. Global vaccine data- Our World In Data. 
14:41
July 30, 2021
13. The LIFT Mindset- An update from LIFT-Financial and Rachel Vahey, Senior Technical Consultant at AJ Bell
13. The LIFT Mindset- An update from LIFT-Financial and Rachel Vahey, Senior Technical Consultant at AJ Bell
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 social media: Facebook, Instagram, Twitter and LinkedIn.
23:42
July 23, 2021
12. The LIFT Mindset- An update from LIFT-Financial
12. The LIFT Mindset- An update from LIFT-Financial
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.
08:35
July 13, 2021
11. The LIFT Mindset- An update from LIFT-Invest
11. The LIFT Mindset- An update from LIFT-Invest
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. 
07:25
June 28, 2021
10. The LIFT Mindset- An update from LIFT-Mortgages
10. The LIFT Mindset- An update from LIFT-Mortgages
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 us on social media: Facebook, Instagram, Twitter and LinkedIn.
07:46
June 14, 2021
9. The LIFT Mindset- An update from LIFT-Invest
9. The LIFT Mindset- An update from LIFT-Invest
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.
06:52
May 27, 2021
8. The LIFT Mindset- An update from LIFT-Financial
8. The LIFT Mindset- An update from LIFT-Financial
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.
09:01
May 20, 2021
7. The LIFT Mindset- An update from LIFT-WorkWise and Suzette Pulman
7. The LIFT Mindset- An update from LIFT-WorkWise and Suzette Pulman
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, Twitter and LinkedIn.
12:37
May 12, 2021
6. The LIFT Mindset- An update from LIFT-WorkWise
6. The LIFT Mindset- An update from LIFT-WorkWise
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.
07:40
April 30, 2021
5. The LIFT Mindset- An update from LIFT-Invest
5. The LIFT Mindset- An update from LIFT-Invest
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.
06:03
April 28, 2021
4. The LIFT Mindset- An update from LIFT-Academy
4. The LIFT Mindset- An update from LIFT-Academy
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 visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn. 
11:12
April 20, 2021
3. The LIFT Mindset- An update from LIFT-Insurance
3. The LIFT Mindset- An update from LIFT-Insurance
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.
12:50
March 29, 2021
2. The LIFT Mindset- An update from LIFT-Invest
2. The LIFT Mindset- An update from LIFT-Invest
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 also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
11:16
March 11, 2021
1. The LIFT Mindset- An update from LIFT-Mortgages
1. The LIFT Mindset- An update from LIFT-Mortgages
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 repayments on your mortgage. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn. 
07:36
March 01, 2021