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.
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.
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.
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.
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.
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.
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.
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- Bureau of Labour Statistics, Office of National Statistics. Consumer saving rate-Office of National Statistics. Global vaccine data- Our World In Data.
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.