Introducing LIFT-Invest

About us

Finding a team you trust with your investments brings peace of mind.

Levels of risk

Our model portfolios are designed with different investment aims in mind. We assess them regularly to check they continue to fit those aims and are re-balanced where needed.

Market commentary

Every quarter we provide a review of what's current in the investment market.

Our Investment Commitee

Your investments are managed by a highly qualified team, each with their own area of expertise.

Podcasts

28th July 2022

Dan Thompson Portfolio Manager provides an update on recent events and the impact they are having on the investment market.

30th June 2022

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.

25th May 2022- Special Guest Stuart Niman

For this episode we have Dan Thompson, Portfolio Manager at LIFT-Invest and special guest Stuart Niman, Investment Consultant answer frequent questions from our clients and also provide a commentary on current events within the market.

27th April 2022

This episode features Dan Thompson, Portfolio Manager sharing his monthly investment update and providing some insight on the everchanging current events.

Latest blog

Continue reading 'Quarterly Market Commentary; April - June 2022'

Quarterly Market Commentary; April - June 2022

As has been the case for the vast majority of 2022, the news over the second quarter has been dominated by headlines about inflation and the cost of living crisis...

Continue reading 'The downfall of the Boris Johnson government'

The downfall of the Boris Johnson government

The last few days have been some of the most turbulent and chaotic in recent British political history and have included the downfall of the Boris Johnson government. Dan Thompson, Portfolio Manager provides his insight. 

Continue reading 'Quarterly Market Commentary; January - March 2022'

Quarterly Market Commentary; January - March 2022

The first quarter of 2022 saw both stock and bond markets endure a turbulent period against a troubling geo-political and economic backdrop. The ever-higher inflation prints across much of the developed world would have been difficult enough for market participants to navigate – however, in combination with the invasion of Ukraine by Russia, this has resulted in some extremely volatile sessions.

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