Sarah Wilson-Trainor

Sarah Wilson-Trainor – Partner

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


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 also have the STEP Certificate for Financial Services - Trusts and Estate Planning.

My role enables me to 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.


  • Chartered Financial Planner
  • Fellow of the PFS
  • PFS Pension Transfer Gold Standard 
  • STEP Certificate for Financial Services - Trusts and Estate Planning

Contact details:
M: 07525733084




Favourite city?
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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