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The LIFT Mindset

The LIFT Mindset

By LIFT-Financial Group

The aim of our podcast is to inform, educate and entertain. We will be sharing our views on current trends and predictions about the industries the LIFT-Financial Group cover. If you are interested in financial planning, investing, mortgages, insurance, sport and more, then this is the podcast for you. Visit our website to find out more: www.lift-financial.com
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37. An update from our LIFT-Mortgages team

The LIFT MindsetSep 08, 2022

00:00
06:39
19. A mortgage Update From Our Experts

19. A mortgage Update From Our Experts

Here, David Baker, Managing Director of LIFT-Mortgages, and Abbie Gaul, Mortgage Consultant, give an update on the current mortgage market and give tips for buying a new home.

Mar 27, 202413:41
18. The Journey of LIFT-Financial Group

18. The Journey of LIFT-Financial Group

In this episode, our SLT members Colette, Jonny and Jill discuss the journey LIFT has taken so far and give their predictions on what is to come.

Mar 26, 202412:18
17. February Investment Update with Guest Ritu Vohora

17. February Investment Update with Guest Ritu Vohora

In our latest podcast, Dan Thompson is joined for a Q&A with special guest Ritu Vohora, where they touch on prevalent investment themes, 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.

Feb 14, 202423:04
16. Dan's End of Year Investment Summary

16. Dan's End of Year Investment Summary

Dan Thompson gives his end of year investment summary for 2024 and shares his thoughts.

Jan 11, 202412:42
15. Dan and Stu Investment Update November

15. Dan and Stu Investment Update November

Dan Thompson is joined for a Q&A session with special guest Stuart Niman. They discussed the differences in inflation readings between the US and the UK, potential paths central banks may take in 2024, and the benefits of staying invested through difficult periods.


This podcast does not constitute financial advice. The value of investments may go down as well as up.

Nov 22, 202329:08
14. The Evolution of The Investment Committee
Sep 28, 202313:33
13. Women shaping the future of financial planning
Sep 21, 202310:38
12. July investment update with special guest Shamik Dhar

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.

Jul 20, 202323:47
11. June Investment Update with special guest Hugh Gimber
Jun 15, 202326:51
10. Working with The CLA
Jun 08, 202303:32
9. May investment update with Dan Thompson
May 10, 202317:45
8. Getting to know Ben Haworth with LIFT-Sport
May 04, 202317:14
7. April investment update with special guest Stuart Niman
Apr 27, 202330:35
6. March investment update featuring special guest James Ashley
Mar 27, 202343:47
5. Women's financial wellbeing with Sarah & Suze
Mar 15, 202310:26
4. Meet our Paraplanners
Mar 02, 202313:45
3. An update from team sport about deadline day
Feb 21, 202316:49
2. February Investment Update
Feb 09, 202318:22
1. January investment update
Jan 18, 202320:43
43. End of year investment update with Dan and James
Dec 19, 202233:60
42. November Investment Update Featuring Special Guest Stuart Niman
Nov 28, 202231:00
41. October Investment Update with Special Guest Stephen Snowden

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. 

Oct 31, 202227:54
40. Keith's financial top tips
Oct 19, 202211:27
39. September Additional Investment Update
Sep 30, 202220:06
38. September Investment Update
Sep 21, 202216:26
37. An update from our LIFT-Mortgages team
Sep 08, 202206:39
36. August Investment Update Featuring Special Guest Stuart Niman
Aug 19, 202223:47
35. July Investment Update
Jul 28, 202210:46
34. LIFT-Sport: with players every step of the way
Jul 19, 202210:39
33. June Investment Update
Jun 30, 202213:50
32. A look into cashflow planning with Ed & James
Jun 15, 202210:17
31. May Investment Update Featuring Special Guest Stuart Niman
May 25, 202227:52
30. April Investment Update
Apr 27, 202209:17
29. Dave's 10 years at LIFT
Apr 13, 202209:52
28. Financial Planning with Footballers
Mar 28, 202208:02
27. March Investment Update
Mar 23, 202210:49
26. February Investment Update
Feb 22, 202211:50
25. A further look into Inheritance Tax Planning
Feb 18, 202208:58
24. January Investment Update
Feb 01, 202210:03
23. An Introduction to Inheritance Tax Planning
Jan 27, 202205:26
22. LIFT-Invest: End of Year Summary 2021
Dec 21, 202119:00
21. LIFT-Life: An introduction to life insurance
Nov 18, 202108:44
20. October Investment Update
Oct 28, 202111:44
19. LIFT-Mortgages Specialist Lending
Oct 20, 202109:58
18. September Investment Update
Sep 23, 202108:32
17. The LIFT Mindset- Retirement Strategy (featuring a special guest)
Sep 22, 202122:05
16. The LIFT Mindset- An update from LIFT-Invest
Aug 31, 202107:38
15. The LIFT Mindset- An update from LIFT-WorkWise
Aug 16, 202114:16
14. The LIFT Mindset- An update from LIFT-Invest

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. 

Jul 30, 202114:41
13. The LIFT Mindset- An update from LIFT-Financial and Rachel Vahey, Senior Technical Consultant at AJ Bell
Jul 23, 202123:42