
The LIFT Mindset
By LIFT-Financial Group

The LIFT MindsetMay 04, 2023

13. Women shaping the future of financial planning
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.

12. July investment update with special guest Shamik Dhar
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.

11. June Investment Update with special guest Hugh Gimber
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.

10. Working with The CLA

9. May investment update with Dan Thompson
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.

8. Getting to know Ben Haworth with LIFT-Sport
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.

7. April investment update with special guest Stuart Niman
In our latest podcast, Dan Thompson (Portfolio Manager) is joined for a Q&A with special guest Stuart Niman (Investment Consultant), where they touch 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.

6. March investment update featuring special guest James Ashley
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.

5. Women's financial wellbeing with Sarah & Suze
Sarah and Suze explore how women are often paid less in the workforce and how life events such as having children can have an impact on women’s financial wellbeing 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.

4. Meet our Paraplanners
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

3. An update from team sport about deadline day
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.

2. February Investment Update
Dan Thompson discusses how financial markets fared in January, aspects that have had an influence upon markets and forward-looking expectations lately, as well as themes which have emerged amongst the latest corporate earnings season over 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.

1. January investment update
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.

43. End of year investment update with Dan and James
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.

42. November Investment Update Featuring Special Guest Stuart Niman
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.

41. October Investment Update with Special Guest Stephen Snowden
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.

40. Keith's financial top tips

39. September Additional Investment Update
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.

38. September Investment Update
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.

37. An update from our LIFT-Mortgages team
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.

36. August Investment Update Featuring Special Guest Stuart Niman
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.

35. July Investment Update
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.

34. LIFT-Sport: with players every step of the way
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.

33. June Investment Update
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.

32. A look into cashflow planning with Ed & James
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.

31. May Investment Update Featuring Special Guest Stuart Niman
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.

30. April Investment Update
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.

29. Dave's 10 years at LIFT
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.

28. Financial Planning with Footballers
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.

27. March Investment Update
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.

26. February Investment Update
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.

25. A further look into Inheritance Tax Planning
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.

24. January Investment Update
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.

23. An Introduction to Inheritance Tax Planning
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.

22. LIFT-Invest: End of Year Summary 2021
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.

21. LIFT-Life: An introduction to life insurance
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.

20. October Investment Update
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.

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. 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.

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. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

17. The LIFT Mindset- Retirement Strategy (featuring a special guest)
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.

16. The LIFT Mindset- An update from LIFT-Invest

15. The LIFT Mindset- 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. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

14. The LIFT Mindset- An update from LIFT-Invest
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.

13. The LIFT Mindset- 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. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

12. The LIFT Mindset- 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. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

11. The LIFT Mindset- An update from LIFT-Invest

10. The LIFT Mindset- 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. 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.

9. The LIFT Mindset- 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 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.

8. The LIFT Mindset- 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. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

7. The LIFT Mindset- An update from LIFT-WorkWise and Suzette Pulman
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.