The LIFT Mindset

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.