Providing an update from the experts!
The aim of our podcast is to inform, educate and entertain. We will be sharing our views on current trends and predictions for 2021 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.
Episodes
Episode 1: An update from LIFT-Mortgages
Our experts David Baker, Managing Director and Eleanor Fish, Mortgage Team Manager for LIFT-Mortgages discuss 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.
Episode 2: An update from LIFT-Invest
Dan Thompson Portfolio Manager and James Cartwright Investment Administrator of LIFT-Invest discuss the financial market performance in 2020, the present investment landscape, his views on the current market and the developing themes for 2021.
Episode 3: An update from LIFT-Insurance
Carl Abbott, Commercial Account Development Executive, discusses how LIFT-Insurance is different from other brokers, the hardening market over the last few years and his long-term plan for the commercial business.
Episode 4: An update from LIFT-Academy
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 discuss what LIFT-Academy is, their goals for the future and also provide some useful tips for people wanting to get into the Financial Planning profession.
Episode 5: An update from LIFT-Invest
Dan Thompson Portfolio Manager at LIFT-Invest provides a monthly investment update and shares some of his insights and thoughts on current trends.
Episode 6: An update from LIFT-WorkWise
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.
Episode 7: An update from LIFT-WorkWise and Suzette Pulman
Suzanne McGowan, Head of LIFT-WorkWise and Suzette Pulman, registered osteopath, owner and lead practitioner at Lymm Osteopathic Practice, explore how your financial well-being can significantly affect your physical well-being and the importance of having a financial plan.
Episode 8: 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.
Episode 9: An update from LIFT-Invest
Dan Thompson Portfolio Manager at LIFT-Invest provides a monthly investment update and shares some of his insights and thoughts on current trends. *Source: Inflation figures were BBC, Vaccine numbers from Our World in Data.
Episode 10: 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.
Episode 11: An update from LIFT-Invest
Dan Thompson, Portfolio Manager at LIFT-Invest, provides a monthly investment update and shares some of his insights and thoughts on current trends.
Episode 12: 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.
Episode 13: 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.
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