Sarah Wilson-Trainor
Chartered Financial Planner

Sarah Wilson-Trainor – Chartered Financial Planner

A Chartered Financial Planner and one of the first female Fellows of the PFS.

Professional

I've been with LIFT-Financial since 2008, initially joining as a paraplanner. During my time here I've achieved Chartered status and have become a Fellow of the PFS. I work with a broad range of private clients giving holistic financial planning advice including looking after their investments and pensions. Areas of specialism include:

  • Pension sharing on Divorce 
  • Inheritance tax planning including trusts
  • Taxation and Trusts
  • Commercial Property Purchase within SIPPs 

I get a lot of satisfaction from helping my clients sort out complex financial situations at what are often emotional times for them. I know my advice takes away some of their stress.

Personal

Favourite city?
Barcelona.
Spare time?
Reading; spending time with friends and family; going to theatre and ballet; watching rugby union.
What gives you a LIFT?
Spending time with my family, my son, spending time with my clients & helping them to achieve their goals and objectives.

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