Sarah Wilson-Trainor
Partner
Trust is key to any relationship, especially when it comes to financial planning. Sarah has helped us plan and invest wisely for our retirement. Under her management, our investments have thrived. As we draw nearer to our retirement date Sarah has guided us into the appropriate investment to ensure we have a funded retirement.
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 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.
Qualifications:
- Chartered Financial Planner
- Fellow of the PFS
- PFS Pension Transfer Gold Standard
- STEP Certificate for Financial Services – Trusts and Estate Planning
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.
Contact details:
E: sarah.trainor@lift-financial.com
M: 07525733084