The LIFT Mindset

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.