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 trustsTaxation and TrustsCommercial 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 PlannerFellow of the PFSPFS Pension Transfer Gold Standard STEP Certificate for Financial Services - Trusts and Estate PlanningContact details:E: sarah.trainor@lift-financial.comM: 07525733084