The LIFT Mindset

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.