Southend-on-Sea
Sarah joined Perspective (Goldwyns Wealth Management) in 2023 as a Paraplanner and later became a Financial Planner in February 2025.
Sarah began her career in financial services in 2018 after completing her degree, gaining experience across various roles in firms throughout Kent and Essex. She is working towards Chartered status, with plans to specialise in areas such as Long Term Care and Equity Release.
Within her role Sarah works closely with her clients to understand their goals and provide tailored financial advice. She finds it rewarding to support clients through key life decisions and help them achieve long-term financial security.
Outside of work, Sarah enjoys horse riding, walking her dog in the Essex countryside, and relaxing with friends at the local pub.
Check out Sarah’s VouchedFor profile here.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123