The LIFT Mindset Podcast


Episodes

Episode 1: An update from LIFT-Mortgages

Our experts David Baker, Managing Director and Eleanor Fish, Mortgage Team Manager for LIFT-Mortgages discuss 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.

Episode 2: An update from LIFT-Invest

Dan Thompson Portfolio Manager and James Cartwright Investment Administrator of LIFT-Invest discuss the financial market performance in 2020, the present investment landscape, his views on the current market and the developing themes for 2021.

Episode 3: An update from LIFT-Insurance

Carl Abbott, Commercial Account Development Executive, discusses how LIFT-Insurance is different from other brokers, the hardening market over the last few years and his long-term plan for the commercial business.

Episode 4: An update from LIFT-Academy

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 discuss what LIFT-Academy is, their goals for the future and also provide some useful tips for people wanting to get into the Financial Planning profession.

Episode 5: An update from LIFT-Invest

Dan Thompson Portfolio Manager at LIFT-Invest provides a monthly investment update and shares some of his insights and thoughts on current trends.

Episode 6: 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.

Episode 7: An update from LIFT-WorkWise and Suzette Pulman

Suzanne McGowan, Head of LIFT-WorkWise and Suzette Pulman, registered osteopath, owner and lead practitioner at Lymm Osteopathic Practice, explore how your financial well-being can significantly affect your physical well-being and the importance of having a financial plan.

Episode 8: 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.

Episode 9: An update from LIFT-Invest

Dan Thompson Portfolio Manager at LIFT-Invest provides a monthly investment update and shares some of his insights and thoughts on current trends. *Source: Inflation figures were BBC, Vaccine numbers from Our World in Data.

Episode 10: 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.

Episode 11: An update from LIFT-Invest

Dan Thompson, Portfolio Manager at LIFT-Invest, provides a monthly investment update and shares some of his insights and thoughts on current trends.

Episode 12: 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.

Episode 13: 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.

Episode 14: 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- Bureau of Labour Statistics, Office of National Statistics. Consumer saving rate-Office of National Statistics. Global vaccine data- Our World In Data.

Episode 15: 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.

Episode 16: 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.

Episode 17: Retirement Strategy

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.

Episode 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.

Episode 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.

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