The LIFT Mindset: Recent Episodes
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
Tune in to hear Suzanne McGowan, Sarah Wilson-Trainor and Helen Hall give us another instalment of our Women in LIFT series.
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.
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.
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 up.
Dan Thompson gives his end of year investment summary for 2024 and shares his thoughts.
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.
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.
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.
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.
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 and LinkedIn.
This podcast does not constitute as advice. The value of investments may go down as well as up.
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.
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, Instagram, Twitter and LinkedIn.
This podcast does not constitute as financial advice. The value of investments may go down as well as up.
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.
In our latest podcast, Dan Thompson (Portfolio Manager) is joined for a Q&A with special guest Stuart Niman (Investment Consultant), where theytouch 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 constitute as financial advice. The value of investments may go down as well as up.
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 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.
Today we have Sarah and Suze talking about the topic of women and financial planning. They explore how women are often paid less in the workforce and how life events such as having children often have an impact on women’s financial well-being 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.
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
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.
Dan Thompson 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.
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.
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.
This podcast does not constitute as financial advice. The value of investments may go down as well as up.
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.
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 value of investments may go down as well as up.
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 you do not keep up repayments on your mortgage.
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.
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 media: Facebook, Twitter, LinkedIn and Instagram.
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, Twitter and LinkedIn.
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: Facebook, Instagram, Twitter and LinkedIn.
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 LinkedIn.
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 social media: Facebook, Instagram, Twitter and LinkedIn.
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: Facebook, Instagram, Twitter and LinkedIn.
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 on your mortgage. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
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 follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
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 National Statistics. Consumer saving rate-Office of National Statistics. Global vaccine data- Our World In Data.
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.
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 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. *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, Twitter and LinkedIn.
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 visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
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 also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.
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.